RMR Wealth Builders
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), RMR Wealth Builders reported 250 stock positions worth $871.4 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 8.6% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 7.5%). Compared with Q1 2024, it opened 5 new positions, sold out of 14, added to 122 and reduced 89. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +2%) and the biggest sale iShares Russell 1000 Value E (IWD, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $871.4M (Q2 2024)
- SEC Filing
- 0001420506-24-001151 ↗ filed Jul 23, 2024
Holdings Value
Holdings 250 stocks · $871.4M
| VUG Vanguard Mrngstar GR ETF-Sui | 8.57% | 199,713 | $74.7M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 8.25% | 143,763 | $71.9M | Add +2.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 7.54% | 409,820 | $65.7M | Add +3.6% |
| IJH iShares Core S&P Midcap ETF | 7.46% | 1,110,572 | $65.0M | Add +4.8% |
| IWF iShares Russell 1000 Growth | 4.65% | 111,268 | $40.6M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.95% | 473,269 | $34.4M | Add +5.5% |
| NVDA Nvidia Corp. | 3.73% | 262,918 | $32.5M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 3.60% | 406,488 | $31.4M | Add +6.9% |
| AAPL Apple Inc. | 2.82% | 116,875 | $24.6M | Reduce -3.1% |
| IWD iShares Russell 1000 Value E | 2.72% | 135,954 | $23.7M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.44% | 47,565 | $21.3M | Add +0.4% |
| SUB iShares Short-Term National | 2.39% | 198,964 | $20.8M | Add +4.1% |
| IJR iShares Core S&P Small-Cap E | 2.26% | 184,596 | $19.7M | Add +6.3% |
| MUB iShares National Muni Bond E | 1.69% | 138,269 | $14.7M | Add +6.0% |
| AMZN Amazon.com Inc. | 1.52% | 68,446 | $13.2M | Add +2.3% |
| FMB First Trust Managed Municipa | 1.48% | 251,812 | $12.9M | Add +5.3% |
| FSMB First Trust Short Dur Manag | 1.46% | 642,459 | $12.7M | Add +5.6% |
| AVGO Broadcom Inc. | 1.29% | 7,007 | $11.2M | Reduce -0.8% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.20% | 113,196 | $10.5M | Add +7.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.15% | 205,793 | $10.0M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.12% | 17,941 | $9.8M | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 0.87% | 14,189 | $7.6M | Add +0.9% |
| IWM iShares Russell 2000 ETF | 0.85% | 36,527 | $7.4M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 0.73% | 31,635 | $6.4M | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.67% | 11,563 | $5.8M | Add +4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 11,070 | $5.3M | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.56% | 62,816 | $4.9M | Add +2.8% |
| XLK SS Technology Select Sector | 0.50% | 19,434 | $4.4M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.49% | 23,301 | $4.2M | Add +3.5% |
| SCHO Schwab Short-Term US Treas | 0.48% | 87,280 | $4.2M | Add +6.1% |
| COST Costco Wholesale Corp. | 0.47% | 4,831 | $4.1M | Add +5.5% |
| LLY Eli Lilly & Co. | 0.46% | 4,466 | $4.0M | Add +7.0% |
| GOOG Alphabet Inc. Class C | 0.46% | 21,972 | $4.0M | Add +9.7% |
| HD Home Depot Inc. | 0.44% | 11,238 | $3.9M | Add +6.5% |
| V Visa Inc. Class A | 0.44% | 14,598 | $3.8M | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.42% | 31,590 | $3.6M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 8,267 | $3.4M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.38% | 26,554 | $3.3M | Add +1.3% |
| NFLX Netflix Inc. | 0.37% | 4,766 | $3.2M | Add +6.5% |
| ANET Arista Networks Inc. | 0.33% | 8,323 | $2.9M | Add +6.6% |
| CVX Chevron Corp. | 0.31% | 17,360 | $2.7M | Reduce -7.3% |
| VZ Verizon Communications Inc. | 0.31% | 65,134 | $2.7M | Add +9.3% |
| ADBE Adobe Inc. | 0.31% | 4,817 | $2.7M | Add +4.8% |
| PECO Phillips Edison & Company Inc. | 0.29% | 77,969 | $2.6M | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 0.29% | 5,699 | $2.5M | Add +11.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.28% | 30,106 | $2.5M | Add +0.0% |
| KO The Coca-Cola Co. | 0.27% | 37,233 | $2.4M | Add +8.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 56,006 | $2.2M | Add +5.1% |
| CRM Salesforce Inc. | 0.25% | 8,424 | $2.2M | Reduce -2.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.25% | 2,114 | $2.2M | Add +0.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.24% | 5,371 | $2.1M | Reduce -2.4% |
| CEG Constellation Energy | 0.24% | 10,487 | $2.1M | Add +12.9% |
| MA Mastercard Inc. Class A | 0.24% | 4,649 | $2.1M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.23% | 8,896 | $2.0M | Add +7.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.23% | 4,232 | $2.0M | Add +12.9% |
| PG The Procter & Gamble Co. | 0.23% | 11,992 | $2.0M | Add +8.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 5,126 | $2.0M | Add +8.1% |
| WMT Walmart Inc. | 0.21% | 27,584 | $1.9M | Add +23.8% |
| MRSH Marsh & McLennan Cos | 0.21% | 8,674 | $1.8M | No change |
| ABBV Abbvie Inc. | 0.21% | 10,562 | $1.8M | Reduce -12.1% |
| QCOM Qualcomm Inc. | 0.21% | 9,087 | $1.8M | Add +1.2% |
| UNH Unitedhealth Group Inc. | 0.21% | 3,531 | $1.8M | Add +1.1% |
| XLV SS Health Care Select Sector | 0.20% | 11,810 | $1.7M | Reduce -1.4% |
| AXP American Express Co. | 0.20% | 7,373 | $1.7M | Add +9.6% |
| HON Honeywell International Inc. | 0.19% | 7,893 | $1.7M | Reduce -3.8% |
| TSLA Tesla Inc. | 0.19% | 8,481 | $1.7M | Add +10.5% |
| ACN Accenture PLC Class A | 0.19% | 5,512 | $1.7M | Add +8.4% |
| WM Waste Management Inc. | 0.19% | 7,615 | $1.6M | Add +11.6% |
| LIN Linde PLC | 0.19% | 3,681 | $1.6M | Add +10.2% |
| BLK BlackRock Finance Inc. | 0.18% | 2,029 | $1.6M | Reduce -0.5% |
| AMT American Tower Corp. | 0.18% | 8,196 | $1.6M | Add +23.0% |
| INTU Intuit Inc. | 0.18% | 2,382 | $1.6M | Add +6.5% |
| GS Goldman Sachs Group Inc. | 0.18% | 3,432 | $1.6M | Add +11.8% |
| DUK Duke Energy Corp. | 0.17% | 14,601 | $1.5M | Add +17.4% |
| ULTA Ulta Beauty Inc. | 0.16% | 3,627 | $1.4M | Add +23.0% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 2,524 | $1.4M | Add +15.6% |
| SPGI S&P Global Inc. | 0.15% | 3,015 | $1.3M | Add +18.4% |
| LMT Lockheed Martin Corp. | 0.15% | 2,878 | $1.3M | Add +21.7% |
| MCD McDonald's Corp. | 0.15% | 5,267 | $1.3M | Add +12.6% |
| PEG Public Service Enterprise GP | 0.15% | 18,110 | $1.3M | Add +0.2% |
| CMCSA Comcast Corp. Class A | 0.15% | 33,101 | $1.3M | Reduce -6.4% |
| CME Cme Group Inc. | 0.15% | 6,492 | $1.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.15% | 15,658 | $1.3M | Reduce -8.6% |
| TXN Texas Instruments Inc. | 0.15% | 6,507 | $1.3M | Reduce -26.0% |
| ABT Abbott Laboratories | 0.14% | 11,556 | $1.2M | Reduce -33.6% |
| BX Blackstone Inc. | 0.14% | 9,538 | $1.2M | Reduce -15.5% |
| GM General Motors Co. | 0.14% | 25,342 | $1.2M | Add +0.7% |
| CMG Chipotle Mexican Grill Inc. | 0.13% | 18,630 | $1.2M | Add +19.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 6,611 | $1.1M | Add +0.0% |
| XLE SS Energy Select Sector | 0.13% | 12,463 | $1.1M | Add +3.5% |
| FIS Fidelity National Info Serv | 0.13% | 14,873 | $1.1M | Add +10.8% |
| CB Chubb Ltd. | 0.13% | 4,373 | $1.1M | Add +0.5% |
| DE Deere & Co. | 0.13% | 2,984 | $1.1M | Add +26.5% |
| NUE Nucor Corp. | 0.12% | 6,887 | $1.1M | Add +27.6% |
| GLW Corning Inc. | 0.12% | 27,082 | $1.1M | Add +9.7% |
| UBER Uber Technologies Inc. | 0.12% | 14,349 | $1.0M | Add +17.2% |
| SMH Vaneck Semiconductor ETF | 0.12% | 3,963 | $1.0M | Reduce -0.8% |
| CSGP Costar Group Inc. | 0.12% | 13,888 | $1.0M | No change |
| MPWR Monolithic Power Systems Inc. | 0.12% | 1,234 | $1.0M | Reduce -5.2% |
| XLF SS Financial Select Sector | 0.12% | 24,431 | $1.0M | Add +84.8% |
Portfolio Sells Q1 2024 → Q2 2024
| IWD iShares Russell 1000 Value E | Reduce -0.4% | 2.72% | −0.24 |
| ABT Abbott Laboratories | Reduce -33.6% | 0.14% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.85% | −0.09 |
| PECO Phillips Edison & Company Inc. | Reduce -5.7% | 0.29% | −0.07 |
| CRM Salesforce Inc. | Reduce -2.5% | 0.25% | −0.07 |
| ABBV Abbvie Inc. | Reduce -12.1% | 0.21% | −0.06 |
| CVS CVS Health Corp. | Reduce -4.0% | 0.10% | −0.05 |
| INTC Intel Corp. | Reduce -0.5% | 0.09% | −0.05 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -7.3% | 0.31% | −0.05 |
| BX Blackstone Inc. | Reduce -15.5% | 0.14% | −0.04 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.04 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -26.0% | 0.15% | −0.04 |
| DIS The Walt Disney Co. | Reduce -17.9% | 0.07% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 0.24% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.39% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -6.4% | 0.15% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -33.9% | 0.05% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.12% | −0.03 |
| XLY SS Consumer Disc Select Sect | Reduce -41.7% | 0.04% | −0.03 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.03 |
| PCAR Paccar Inc. | Reduce -0.3% | 0.10% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -8.6% | 0.15% | −0.03 |
| LH Laboratory CRP of Amer Hldgs | Sold out | 0.00% | −0.03 |
| OZ Belpointe Prep LLC Class A | Sold out | 0.00% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.03 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.03 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.03 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.03 |
| CE Celanese Corp. | Sold out | 0.00% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.03 |
| SHOP Shopify Inc. Class A | Reduce -8.2% | 0.08% | −0.03 |
| CAT Caterpillar Inc. | Reduce -12.1% | 0.08% | −0.03 |
| RFG Invesco S&P Midcap 400 Pure | Sold out | 0.00% | −0.02 |
| POOL Pool Corp. | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Reduce -7.0% | 0.10% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.4% | 0.24% | −0.02 |
| BLK BlackRock Finance Inc. | Reduce -0.5% | 0.18% | −0.02 |
| AMD Advanced Micro Devices | Reduce -8.3% | 0.08% | −0.02 |
| ED Consolidated Edison Inc. | Reduce -33.7% | 0.04% | −0.02 |
| JNJ Johnson & Johnson | Reduce -9.3% | 0.08% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.08% | −0.02 |
| ORCL Oracle Corp. | Reduce -44.3% | 0.03% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -1.4% | 0.20% | −0.02 |
| KEYS Keysight Technologies Inc. | Reduce -18.7% | 0.03% | −0.02 |
| PNC PNC Financial Services Group | Reduce -4.6% | 0.11% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -5.9% | 0.08% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -24.4% | 0.08% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -19.3% | 0.03% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.4% | 8.57% | +0.46 |
| VOO Vanguard S&P 500 ETF | Add +2.6% | 8.25% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +9.7% | 0.46% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +3.5% | 0.49% | +0.08 |
| LLY Eli Lilly & Co. | Add +7.0% | 0.46% | +0.07 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.47% | +0.07 |
| ANET Arista Networks Inc. | Add +6.6% | 0.33% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.52% | +0.06 |
| WMT Walmart Inc. | Add +23.8% | 0.21% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.9% | 3.60% | +0.05 |
| XLF SS Financial Select Sector | Add +84.8% | 0.12% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +11.4% | 0.29% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.1% | 0.23% | +0.04 |
| NFLX Netflix Inc. | Add +6.5% | 0.37% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +12.9% | 0.23% | +0.04 |
| NEE Nextera Energy Inc. | Add +82.2% | 0.08% | +0.04 |
| IWB iShares Russell 1000 ETF | New | 0.03% | +0.03 |
| CEG Constellation Energy | Add +12.9% | 0.24% | +0.03 |
| XLI SS Industrial Select Sector | Add +63.5% | 0.09% | +0.03 |
| TSLA Tesla Inc. | Add +10.5% | 0.19% | +0.03 |
| MSFT Microsoft Corp. | Add +0.4% | 2.44% | +0.03 |
| IHI iShares U.S. Medical Devices | New | 0.03% | +0.03 |
| ADBE Adobe Inc. | Add +4.8% | 0.31% | +0.03 |
| PINS Pinterest Inc. Class A | New | 0.03% | +0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +19.4% | 0.13% | +0.02 |
| QCOM Qualcomm Inc. | Add +1.2% | 0.21% | +0.02 |
| XLK SS Technology Select Sector | Add +1.8% | 0.50% | +0.02 |
| AMT American Tower Corp. | Add +23.0% | 0.18% | +0.02 |
| LMT Lockheed Martin Corp. | Add +21.7% | 0.15% | +0.02 |
| SPGI S&P Global Inc. | Add +18.4% | 0.15% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +11.8% | 0.18% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.13% | +0.02 |
| DUK Duke Energy Corp. | Add +17.4% | 0.17% | +0.02 |
| GLW Corning Inc. | Add +9.7% | 0.12% | +0.02 |
| FBLG Fibrobiologics Inc. | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.3% | 0.67% | +0.02 |
| KO The Coca-Cola Co. | Add +8.9% | 0.27% | +0.02 |
| TTD Trade Desk Inc./the Class A | Add +14.3% | 0.10% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.6% | 1.15% | +0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +7.3% | 1.20% | +0.01 |
| DE Deere & Co. | Add +26.5% | 0.13% | +0.01 |
| AXP American Express Co. | Add +9.6% | 0.20% | +0.01 |
| WM Waste Management Inc. | Add +11.6% | 0.19% | +0.01 |
| BAC Bank of America Corp. | Add +5.1% | 0.26% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +18.7% | 0.05% | +0.01 |
| PG The Procter & Gamble Co. | Add +8.0% | 0.23% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | Add +18.0% | 0.08% | +0.01 |
| FIS Fidelity National Info Serv | Add +10.8% | 0.13% | +0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +24.5% | 0.05% | +0.01 |
| T AT&T Inc. | Add +25.7% | 0.03% | +0.01 |
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 |