RMR Wealth Builders
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 15, 2024), RMR Wealth Builders reported 259 stock positions worth $827.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.1% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.8%). Compared with Q4 2023, it opened 34 new positions, sold out of 7, added to 144 and reduced 49. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $827.0M (Q1 2024)
- SEC Filing
- 0001420506-24-000589 ↗ filed Apr 15, 2024
Holdings Value
Holdings 259 stocks · $827.0M
| VOO Vanguard S&P 500 ETF | 8.15% | 140,179 | $67.4M | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.11% | 194,962 | $67.1M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.79% | 395,496 | $64.4M | Add +5.8% |
| IJH iShares Core S&P Midcap ETF | 7.78% | 1,059,441 | $64.4M | Add +5.2% |
| IWF iShares Russell 1000 Growth | 4.55% | 111,711 | $37.7M | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.03% | 448,555 | $33.3M | Add +8.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.55% | 380,174 | $29.4M | Add +12.7% |
| IWD iShares Russell 1000 Value E | 2.96% | 136,539 | $24.5M | Add +0.4% |
| NVDA Nvidia Corp. | 2.88% | 26,375 | $23.8M | Add +3.9% |
| AAPL Apple Inc. | 2.50% | 120,567 | $20.7M | Add +5.3% |
| SUB iShares Short-Term National | 2.42% | 191,101 | $20.0M | Add +1.8% |
| MSFT Microsoft Corp. | 2.41% | 47,394 | $19.9M | Add +4.8% |
| IJR iShares Core S&P Small-Cap E | 2.32% | 173,598 | $19.2M | Add +10.8% |
| MUB iShares National Muni Bond E | 1.70% | 130,490 | $14.0M | Reduce -0.3% |
| FMB First Trust Managed Municipa | 1.49% | 239,188 | $12.3M | Add +23.2% |
| AMZN Amazon.com Inc. | 1.46% | 66,924 | $12.1M | Add +6.7% |
| FSMB First Trust Short Dur Manag | 1.46% | 608,433 | $12.1M | Add +26.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.19% | 105,519 | $9.9M | Add +11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.15% | 18,250 | $9.5M | Add +4.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.14% | 191,226 | $9.4M | Add +14.5% |
| AVGO Broadcom Inc. | 1.14% | 7,064 | $9.4M | Add +7.8% |
| MDY State Street SPDR S&P Midcap | 0.95% | 14,057 | $7.8M | Add +0.6% |
| IWM iShares Russell 2000 ETF | 0.94% | 37,043 | $7.8M | Reduce -2.4% |
| JPM JPMorgan Chase & Co. | 0.74% | 30,382 | $6.1M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.65% | 11,088 | $5.4M | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 11,214 | $5.0M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.59% | 61,085 | $4.9M | Reduce -1.4% |
| HD Home Depot Inc. | 0.49% | 10,555 | $4.0M | Add +4.3% |
| XLK SS Technology Select Sector | 0.48% | 19,090 | $4.0M | Add +3.0% |
| SCHO Schwab Short-Term US Treas | 0.48% | 82,267 | $4.0M | Add +43.7% |
| V Visa Inc. Class A | 0.47% | 14,003 | $3.9M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 8,334 | $3.5M | Add +43.1% |
| XOM Exxon Mobil Corp. | 0.42% | 29,899 | $3.5M | Add +20.9% |
| MRK Merck & Co. Inc. | 0.42% | 26,210 | $3.5M | Add +22.2% |
| GOOGL Alphabet Inc. Class A | 0.41% | 22,523 | $3.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.41% | 4,579 | $3.4M | Add +18.6% |
| LLY Eli Lilly & Co. | 0.39% | 4,172 | $3.2M | Add +18.5% |
| GOOG Alphabet Inc. Class C | 0.37% | 20,033 | $3.1M | Add +11.0% |
| PECO Phillips Edison & Company Inc. | 0.36% | 82,679 | $3.0M | Reduce -5.1% |
| CVX Chevron Corp. | 0.36% | 18,738 | $3.0M | Add +21.9% |
| NFLX Netflix Inc. | 0.33% | 4,474 | $2.7M | Add +82.3% |
| CRM Salesforce Inc. | 0.31% | 8,640 | $2.6M | Add +38.4% |
| VZ Verizon Communications Inc. | 0.30% | 59,604 | $2.5M | Add +57.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 30,104 | $2.5M | Add +0.0% |
| ADBE Adobe Inc. | 0.28% | 4,594 | $2.3M | Add +8.0% |
| ANET Arista Networks Inc. | 0.27% | 7,810 | $2.3M | Add +12.1% |
| MA Mastercard Inc. Class A | 0.27% | 4,693 | $2.3M | Add +14.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.26% | 5,502 | $2.2M | Add +0.2% |
| ABBV Abbvie Inc. | 0.26% | 12,010 | $2.2M | Add +11.4% |
| KO The Coca-Cola Co. | 0.25% | 34,195 | $2.1M | Add +11.2% |
| UNP Union Pacific Corp. | 0.25% | 8,277 | $2.0M | Add +20.5% |
| ISRG Intuitive Surgical Inc. | 0.25% | 5,114 | $2.0M | Add +13.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 2,102 | $2.0M | Add +0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 53,294 | $2.0M | Add +40.5% |
| ABT Abbott Laboratories | 0.24% | 17,411 | $2.0M | Add +9.4% |
| PG The Procter & Gamble Co. | 0.22% | 11,109 | $1.8M | Add +18.9% |
| MRSH Marsh & McLennan Cos | 0.22% | 8,674 | $1.8M | Reduce -2.0% |
| XLV SS Health Care Select Sector | 0.21% | 11,982 | $1.8M | Reduce -4.1% |
| ACN Accenture PLC Class A | 0.21% | 5,083 | $1.8M | Add +12.6% |
| UNH Unitedhealth Group Inc. | 0.21% | 3,494 | $1.7M | Add +30.3% |
| CEG Constellation Energy | 0.21% | 9,288 | $1.7M | Add +169.1% |
| BLK BlackRock Finance Inc. | 0.21% | 2,040 | $1.7M | Add +0.3% |
| HON Honeywell International Inc. | 0.20% | 8,204 | $1.7M | Add +21.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 3,748 | $1.6M | Add +26.4% |
| LIN Linde PLC | 0.19% | 3,341 | $1.6M | Add +44.3% |
| ULTA Ulta Beauty Inc. | 0.19% | 2,949 | $1.5M | Add +8.7% |
| CMCSA Comcast Corp. Class A | 0.19% | 35,361 | $1.5M | Add +11.7% |
| AXP American Express Co. | 0.19% | 6,729 | $1.5M | Add +8.4% |
| TXN Texas Instruments Inc. | 0.19% | 8,788 | $1.5M | Add +113.5% |
| QCOM Qualcomm Inc. | 0.18% | 8,983 | $1.5M | Add +52.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 4,740 | $1.5M | Add +44.3% |
| BX Blackstone Inc. | 0.18% | 11,283 | $1.5M | Add +5.0% |
| WM Waste Management Inc. | 0.18% | 6,822 | $1.5M | Add +25.7% |
| INTU Intuit Inc. | 0.18% | 2,236 | $1.5M | Add +11.6% |
| IWR iShares Russell Mid-Cap ETF | 0.17% | 17,123 | $1.4M | Add +0.6% |
| CME Cme Group Inc. | 0.17% | 6,492 | $1.4M | Reduce -0.3% |
| TSLA Tesla Inc. | 0.16% | 7,672 | $1.3M | Reduce -37.1% |
| CSGP Costar Group Inc. | 0.16% | 13,888 | $1.3M | No change |
| WMT Walmart Inc. | 0.16% | 22,284 | $1.3M | Add +30.1% |
| MCD McDonald's Corp. | 0.16% | 4,676 | $1.3M | Add +21.8% |
| AMT American Tower Corp. | 0.16% | 6,665 | $1.3M | Add +17.9% |
| GS Goldman Sachs Group Inc. | 0.15% | 3,069 | $1.3M | Add +18.9% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 2,183 | $1.3M | Add +17.5% |
| CVS CVS Health Corp. | 0.15% | 15,641 | $1.2M | Add +15.9% |
| PEG Public Service Enterprise GP | 0.15% | 18,068 | $1.2M | Reduce -0.1% |
| DUK Duke Energy Corp. | 0.15% | 12,435 | $1.2M | Add +22.9% |
| INTC Intel Corp. | 0.14% | 26,589 | $1.2M | Add +1.9% |
| GM General Motors Co. | 0.14% | 25,161 | $1.1M | Add +1.2% |
| XLE SS Energy Select Sector | 0.14% | 12,039 | $1.1M | Reduce -2.9% |
| CB Chubb Ltd. | 0.14% | 4,352 | $1.1M | Reduce -0.5% |
| PCAR Paccar Inc. | 0.13% | 8,920 | $1.1M | Add +3.8% |
| SPGI S&P Global Inc. | 0.13% | 2,546 | $1.1M | Add +21.0% |
| LMT Lockheed Martin Corp. | 0.13% | 2,365 | $1.1M | New |
| NUE Nucor Corp. | 0.13% | 5,398 | $1.1M | Add +23.7% |
| PNC PNC Financial Services Group | 0.12% | 6,361 | $1.0M | Reduce -3.0% |
| DOW Dow Inc. | 0.12% | 17,734 | $1.0M | Add +0.8% |
| ICE Intercontinental Exchange Inc. | 0.12% | 7,274 | $1000K | Add +5.4% |
| FIS Fidelity National Info Serv | 0.12% | 13,423 | $996K | Add +21.9% |
| DE Deere & Co. | 0.12% | 2,359 | $969K | Add +39.9% |
| CSX CSX Corp. | 0.12% | 25,801 | $956K | Add +1.1% |
Portfolio Sells Q4 2023 → Q1 2024
| IWF iShares Russell 1000 Growth | Reduce -3.1% | 4.55% | −0.36 |
| MUB iShares National Muni Bond E | Reduce -0.3% | 1.70% | −0.30 |
| TSLA Tesla Inc. | Reduce -37.1% | 0.16% | −0.26 |
| IWM iShares Russell 2000 ETF | Reduce -2.4% | 0.94% | −0.13 |
| SCHW Schwab (charles) Corp. | Reduce -62.0% | 0.06% | −0.12 |
| NKE Nike Inc. Class B | Reduce -69.3% | 0.04% | −0.12 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.11 |
| PECO Phillips Edison & Company Inc. | Reduce -5.1% | 0.36% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -63.3% | 0.04% | −0.08 |
| DIS The Walt Disney Co. | Reduce -49.2% | 0.11% | −0.07 |
| EFA iShares MSCI Eafe ETF | Reduce -1.4% | 0.59% | −0.07 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -0.9% | 0.10% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.03 |
| DIVB iShares Core Dividend ETF | Reduce -41.1% | 0.03% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -4.1% | 0.21% | −0.03 |
| CME Cme Group Inc. | Reduce -0.3% | 0.17% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -2.0% | 0.22% | −0.02 |
| NVG Nuveen Amt-FR Muni CRDT | Sold out | 0.00% | −0.02 |
| PNC PNC Financial Services Group | Reduce -3.0% | 0.12% | −0.02 |
| LIT Global X Lithium & Battery T | Reduce -0.9% | 0.05% | −0.02 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -32.3% | 0.03% | −0.02 |
| OLED Universal Display Corp. | Reduce -0.6% | 0.05% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -10.0% | 0.07% | −0.01 |
| LYB Lyondellbasell Indu Class A | Reduce -6.5% | 0.08% | −0.01 |
| XLF SS Financial Select Sector | Reduce -11.4% | 0.07% | −0.01 |
| DOCU Docusign Inc. | Reduce -0.8% | 0.07% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -11.4% | 0.04% | −0.01 |
| MS Morgan Stanley | Reduce -9.0% | 0.04% | −0.01 |
| TFC Truist Financial Corp. | Reduce -1.9% | 0.09% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -0.1% | 0.07% | −0.01 |
| ENB Enbridge Inc. | Reduce -3.6% | 0.05% | −0.01 |
| MELI MercadoLibre Inc. | Reduce -2.1% | 0.04% | −0.01 |
| KEYS Keysight Technologies Inc. | Reduce -0.4% | 0.05% | −0.01 |
| XLE SS Energy Select Sector | Reduce -2.9% | 0.14% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -0.1% | 0.15% | −0.01 |
| PM Philip Morris International | Reduce -7.2% | 0.03% | −0.01 |
| QQQJ Invesco Nasdaq Next Gen 100 | Reduce -1.4% | 0.08% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -17.8% | 0.03% | −0.01 |
| DXCM Dexcom Inc. | Reduce -2.6% | 0.09% | −0.01 |
| PLD Prologis Inc. | Reduce -0.3% | 0.03% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -0.3% | 0.05% | −0.01 |
| TMUS T-Mobile US Inc. | Reduce -2.4% | 0.03% | −0.01 |
| ODFL Old Dominion Freight Line | Reduce -4.4% | 0.04% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -4.4% | 0.04% | −0.00 |
| POOL Pool Corp. | Reduce -1.0% | 0.02% | −0.00 |
| BSX Boston Scientific Corp. | Reduce -6.6% | 0.07% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +3.9% | 2.88% | +1.12 |
| NFLX Netflix Inc. | Add +82.3% | 0.33% | +0.16 |
| CEG Constellation Energy | Add +169.1% | 0.21% | +0.15 |
| META Meta Platforms Inc. Class A | Add +7.5% | 0.65% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +43.1% | 0.42% | +0.13 |
| LMT Lockheed Martin Corp. | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +6.7% | 1.46% | +0.12 |
| FSMB First Trust Short Dur Manag | Add +26.9% | 1.46% | +0.12 |
| UBER Uber Technologies Inc. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +7.8% | 1.14% | +0.11 |
| LLY Eli Lilly & Co. | Add +18.5% | 0.39% | +0.10 |
| VZ Verizon Communications Inc. | Add +57.9% | 0.30% | +0.10 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| SCHO Schwab Short-Term US Treas | Add +43.7% | 0.48% | +0.09 |
| MRK Merck & Co. Inc. | Add +22.2% | 0.42% | +0.09 |
| TXN Texas Instruments Inc. | Add +113.5% | 0.19% | +0.09 |
| CRM Salesforce Inc. | Add +38.4% | 0.31% | +0.08 |
| FMB First Trust Managed Municipa | Add +23.2% | 1.49% | +0.08 |
| XOM Exxon Mobil Corp. | Add +20.9% | 0.42% | +0.07 |
| BAC Bank of America Corp. | Add +40.5% | 0.25% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +44.3% | 0.18% | +0.07 |
| QCOM Qualcomm Inc. | Add +52.0% | 0.18% | +0.06 |
| TJX TJX Companies Inc. | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.05% | +0.05 |
| LIN Linde PLC | Add +44.3% | 0.19% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +18.6% | 0.41% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +5.3% | 0.74% | +0.05 |
| IRM Iron Mountain Inc. | New | 0.05% | +0.05 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.04% | +0.04 |
| FISV Fiserv Inc. | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +83.6% | 0.10% | +0.04 |
| ANET Arista Networks Inc. | Add +12.1% | 0.27% | +0.04 |
| ORCL Oracle Corp. | New | 0.04% | +0.04 |
| OXY Occidental Petroleum Corp. | New | 0.04% | +0.04 |
| VXF Vanguard Extended Market ETF | New | 0.04% | +0.04 |
| ADI Analog Devices Inc. | New | 0.04% | +0.04 |
| WM Waste Management Inc. | Add +25.7% | 0.18% | +0.04 |
| DVY iShares Select Dividend ETF | New | 0.04% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.04% | +0.04 |
| MLM Martin Marietta Materials | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +30.1% | 0.16% | +0.04 |
| CVX Chevron Corp. | Add +21.9% | 0.36% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +13.8% | 0.25% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.03% | +0.03 |
| KLAC KLA Corp. | New | 0.03% | +0.03 |
| ABBV Abbvie Inc. | Add +11.4% | 0.26% | +0.03 |
| TGT Target Corp. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 316 | $1.6B | VUG, VOO, VTV, IJH, IEFA |
| Q1 2026 | 277 | $1.3B | VOO, VUG, VTV, IJH, IEFA |
| Q4 2025 | 275 | $1.2B | VOO, VUG, VTV, IJH, IEFA |
| Q3 2025 | 282 | $1.2B | VUG, VOO, VTV, IJH, IEFA |
| Q2 2025 | 285 | $1.1B | VUG, VOO, VTV, IJH, IEFA |
| Q1 2025 | 259 | $950.1M | VOO, VUG, VTV, IJH, IEFA |
| Q4 2024Amended | 256 | $967.5M | VUG, VOO, VTV, IJH, IWF |
| Q3 2024 | 260 | $943.7M | VOO, VUG, VTV, IJH, IWF |
| Q2 2024 | 250 | $871.4M | VUG, VOO, VTV, IJH, IWF |
| Q1 2024 | 259 | $827.0M | VOO, VUG, VTV, IJH, IWF |