RMR Wealth Builders
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), RMR Wealth Builders reported 256 stock positions worth $967.5 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.0%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.1%). Compared with Q3 2024, it opened 13 new positions, sold out of 17, added to 123 and reduced 89. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +5%) and the biggest sale Vanguard S/T Corp. Bond ETF (VCSH, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $967.5M (Q4 2024)
- SEC Filing
- 0001420506-25-000027 ↗ filed Jan 14, 2025
Holdings Value
Holdings 256 stocks · $967.5M
| VUG Vanguard Mrngstar GR ETF-Sui | 9.25% | 218,065 | $89.5M | Add +5.0% |
| VOO Vanguard S&P 500 ETF | 8.97% | 161,037 | $86.8M | Add +6.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.11% | 463,379 | $78.5M | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 7.83% | 1,215,359 | $75.7M | Add +6.2% |
| IWF iShares Russell 1000 Growth | 4.45% | 107,204 | $43.1M | Reduce -1.6% |
| IEFA iShares Core MSCI Eafe ETF | 3.88% | 534,340 | $37.6M | Add +9.6% |
| NVDA Nvidia Corp. | 3.55% | 255,738 | $34.3M | Reduce -0.8% |
| AAPL Apple Inc. | 3.09% | 119,262 | $29.9M | Add +0.7% |
| IWD iShares Russell 1000 Value E | 2.63% | 137,418 | $25.4M | Add +1.4% |
| SUB iShares Short-Term National | 2.55% | 233,877 | $24.7M | Add +9.6% |
| IJR iShares Core S&P Small-Cap E | 2.41% | 202,152 | $23.3M | Add +6.5% |
| MSFT Microsoft Corp. | 2.16% | 49,658 | $20.9M | Add +3.6% |
| AVGO Broadcom Inc. | 1.69% | 70,370 | $16.3M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.60% | 70,423 | $15.5M | Add +2.5% |
| MUB iShares National Muni Bond E | 1.57% | 142,485 | $15.2M | Reduce -5.2% |
| FMB First Trust Managed Municipa | 1.50% | 284,204 | $14.5M | Reduce 0.0% |
| FSMB First Trust Short Dur Manag | 1.46% | 712,254 | $14.1M | Add +0.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.38% | 142,346 | $13.3M | Add +12.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.33% | 262,287 | $12.9M | Add +13.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 16,674 | $9.8M | Reduce -1.6% |
| IWM iShares Russell 2000 ETF | 0.90% | 39,260 | $8.7M | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.84% | 14,250 | $8.1M | Add +1.6% |
| JPM JPMorgan Chase & Co. | 0.82% | 33,057 | $7.9M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.72% | 11,830 | $6.9M | Add +4.9% |
| TSLA Tesla Inc. | 0.64% | 15,376 | $6.2M | Add +72.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 11,446 | $5.9M | Add +1.2% |
| SCHO Schwab Short-Term US Treas | 0.60% | 243,192 | $5.9M | Add +28.3% |
| V Visa Inc. Class A | 0.52% | 15,885 | $5.0M | Add +4.5% |
| EFA iShares MSCI Eafe ETF | 0.49% | 63,312 | $4.8M | Add +2.3% |
| XLK SS Technology Select Sector | 0.48% | 20,035 | $4.7M | Add +0.1% |
| HD Home Depot Inc. | 0.46% | 11,429 | $4.4M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.45% | 4,786 | $4.4M | Add +1.7% |
| NFLX Netflix Inc. | 0.45% | 4,863 | $4.3M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.43% | 21,597 | $4.1M | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.37% | 4,686 | $3.6M | Add +2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 7,767 | $3.5M | Reduce -4.4% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 150,851 | $3.5M | Add +436.0% |
| XOM Exxon Mobil Corp. | 0.36% | 32,042 | $3.4M | Add +3.1% |
| ANET Arista Networks Inc. | 0.35% | 30,462 | $3.4M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 0.33% | 16,955 | $3.2M | Reduce -23.6% |
| BX Blackstone Inc. | 0.33% | 18,271 | $3.2M | Add +84.6% |
| ISRG Intuitive Surgical Inc. | 0.31% | 5,699 | $3.0M | Add +4.3% |
| VZ Verizon Communications Inc. | 0.29% | 69,163 | $2.8M | Add +8.1% |
| FTRB Fed Hermes TTL RTRN BND | 0.29% | 111,964 | $2.8M | Add +79.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 39,833 | $2.7M | Add +125.4% |
| CRM Salesforce Inc. | 0.28% | 8,210 | $2.7M | Add +5.7% |
| WMT Walmart Inc. | 0.28% | 29,833 | $2.7M | Add +8.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 7,775 | $2.7M | Add +4.1% |
| MRK Merck & Co. Inc. | 0.27% | 26,636 | $2.6M | Add +1.7% |
| OEF iShares S&P 100 ETF | 0.27% | 9,113 | $2.6M | New |
| CVX Chevron Corp. | 0.27% | 18,095 | $2.6M | Add +2.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 29,987 | $2.5M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.25% | 4,526 | $2.4M | Add +0.9% |
| CEG Constellation Energy | 0.24% | 10,461 | $2.3M | Add +3.3% |
| AMD Advanced Micro Devices | 0.24% | 19,122 | $2.3M | Reduce -8.1% |
| AXP American Express Co. | 0.24% | 7,666 | $2.3M | Add +7.4% |
| GS Goldman Sachs Group Inc. | 0.23% | 3,899 | $2.2M | Add +7.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.23% | 5,187 | $2.2M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.23% | 13,084 | $2.2M | Add +7.5% |
| BLK BlackRock Inc. | 0.22% | 2,084 | $2.1M | New |
| ADBE Adobe Inc. | 0.22% | 4,763 | $2.1M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.21% | 4,034 | $2.0M | Add +19.1% |
| ACN Accenture PLC Class A | 0.20% | 5,437 | $1.9M | Add +3.9% |
| PECO Phillips Edison & Company Inc. | 0.19% | 49,593 | $1.9M | Reduce -19.0% |
| MRSH Marsh & McLennan Cos | 0.19% | 8,637 | $1.8M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 8,089 | $1.8M | Add +233.4% |
| WM Waste Management Inc. | 0.18% | 8,809 | $1.8M | Add +12.6% |
| ABBV Abbvie Inc. | 0.18% | 9,909 | $1.8M | Reduce -3.6% |
| HON Honeywell International Inc. | 0.18% | 7,731 | $1.7M | Reduce -1.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.18% | 4,239 | $1.7M | Add +9.0% |
| DUK Duke Energy Corp. | 0.17% | 15,594 | $1.7M | Add +8.5% |
| MMM 3M Co. | 0.17% | 12,982 | $1.7M | Add +10.5% |
| AMT American Tower Corp. | 0.17% | 8,998 | $1.7M | Add +12.6% |
| MCD McDonald's Corp. | 0.17% | 5,611 | $1.6M | Add +10.5% |
| LIN Linde PLC | 0.16% | 3,807 | $1.6M | Add +8.2% |
| INTU Intuit Inc. | 0.16% | 2,511 | $1.6M | Add +7.6% |
| CMCSA Comcast Corp. Class A | 0.16% | 40,922 | $1.5M | Reduce -1.2% |
| XLV SS Health Care Select Sector | 0.16% | 11,154 | $1.5M | Reduce -5.7% |
| SPGI S&P Global Inc. | 0.16% | 3,060 | $1.5M | Add +6.6% |
| LMT Lockheed Martin Corp. | 0.16% | 3,124 | $1.5M | Add +10.5% |
| CME Cme Group Inc. | 0.16% | 6,492 | $1.5M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 12,347 | $1.5M | Add +203.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 2,104 | $1.5M | No change |
| PEG Public Service Enterprise GP | 0.15% | 16,980 | $1.4M | Add +2.1% |
| QCOM Qualcomm Inc. | 0.15% | 9,173 | $1.4M | Add +7.7% |
| GM General Motors Co. | 0.14% | 25,147 | $1.3M | Reduce -0.9% |
| FIS Fidelity National Info Serv | 0.14% | 16,344 | $1.3M | Add +16.5% |
| GLW Corning Inc. | 0.13% | 27,367 | $1.3M | Add +6.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 6,548 | $1.3M | Reduce -4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 2,427 | $1.3M | Add +15.7% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.13% | 10,613 | $1.2M | Add +0.8% |
| CB Chubb Ltd. | 0.13% | 4,483 | $1.2M | Add +2.5% |
| MLM Martin Marietta Materials | 0.13% | 2,391 | $1.2M | Add +431.3% |
| KO The Coca-Cola Co. | 0.12% | 19,320 | $1.2M | Reduce -47.6% |
| ORCL Oracle Corp. | 0.12% | 7,155 | $1.2M | Add +383.4% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 19,634 | $1.2M | Reduce -0.0% |
| PNC PNC Financial Services Group | 0.12% | 6,076 | $1.2M | Add +0.1% |
| SHOP Shopify Inc. Class A | 0.12% | 10,846 | $1.2M | Add +2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 13,042 | $1.2M | Reduce -3.5% |
| PYLD PIMCO Multisector Bond Actv | 0.12% | 44,453 | $1.2M | Add +39.8% |
Portfolio Sells Q3 2024 → Q4 2024
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -98.8% | 0.05% | −3.80 |
| MUB iShares National Muni Bond E | Reduce -5.2% | 1.57% | −0.16 |
| KO The Coca-Cola Co. | Reduce -47.6% | 0.12% | −0.16 |
| UNP Union Pacific Corp. | Reduce -54.3% | 0.09% | −0.13 |
| AMD Advanced Micro Devices | Reduce -8.1% | 0.24% | −0.12 |
| BAC Bank of America Corp. | Reduce -55.5% | 0.11% | −0.12 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.11 |
| ULTA Ulta Beauty Inc. | Reduce -74.4% | 0.04% | −0.11 |
| FMB First Trust Managed Municipa | Reduce 0.0% | 1.50% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -23.6% | 0.33% | −0.06 |
| PECO Phillips Edison & Company Inc. | Reduce -19.0% | 0.19% | −0.05 |
| MPWR Monolithic Power Systems Inc. | Reduce -5.4% | 0.07% | −0.05 |
| ARKF ARK Blockchain & Fintech Inn | Sold out | 0.00% | −0.05 |
| LIT Global X Lithium & Battery T | Sold out | 0.00% | −0.04 |
| CVS CVS Health Corp. | Reduce -6.9% | 0.06% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -5.7% | 0.16% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.6% | 0.18% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.4% | 0.36% | −0.03 |
| INTC Intel Corp. | Reduce -39.9% | 0.03% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -13.9% | 0.06% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -1.2% | 0.16% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -8.1% | 0.11% | −0.02 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.02 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.02 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.02 |
| RACE Ferrari NV | Sold out | 0.00% | −0.02 |
| ON On Semiconductor | Sold out | 0.00% | −0.02 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.02 |
| BGC BGC Group Inc. Class A | Sold out | 0.00% | −0.02 |
| PSA Public Storage | Sold out | 0.00% | −0.02 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -8.6% | 0.04% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 1.01% | −0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -34.7% | 0.03% | −0.02 |
| HUM Humana Inc. | Reduce -2.5% | 0.05% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -13.1% | 0.03% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -9.5% | 0.04% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -0.4% | 0.19% | −0.02 |
| JNJ Johnson & Johnson | Reduce -3.1% | 0.07% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -24.2% | 0.03% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.4% | 0.25% | −0.01 |
| DKNG Draftkings Inc. Class A | Reduce -21.8% | 0.02% | −0.01 |
| IRM Iron Mountain Inc. | Reduce -3.6% | 0.04% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.7% | 0.23% | −0.01 |
| GE General Electric | Reduce -16.7% | 0.02% | −0.01 |
| NRK Nuveen NY Amt-FR Muni Inc. | Reduce -0.9% | 0.07% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.0% | 9.25% | +0.80 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 8.97% | +0.51 |
| AVGO Broadcom Inc. | Add +1.0% | 1.69% | +0.41 |
| TSLA Tesla Inc. | Add +72.0% | 0.64% | +0.39 |
| SCHX Schwab US Large-Cap ETF | Add +436.0% | 0.36% | +0.29 |
| OEF iShares S&P 100 ETF | New | 0.27% | +0.27 |
| IJH iShares Core S&P Midcap ETF | Add +6.2% | 7.83% | +0.27 |
| AMZN Amazon.com Inc. | Add +2.5% | 1.60% | +0.24 |
| BLK BlackRock Inc. | New | 0.22% | +0.22 |
| BX Blackstone Inc. | Add +84.6% | 0.33% | +0.17 |
| AAPL Apple Inc. | Add +0.7% | 3.09% | +0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +125.4% | 0.28% | +0.16 |
| SUB iShares Short-Term National | Add +9.6% | 2.55% | +0.15 |
| IBM Intl Business Machines Corp. | Add +233.4% | 0.18% | +0.13 |
| FTRB Fed Hermes TTL RTRN BND | Add +79.0% | 0.29% | +0.11 |
| SCHO Schwab Short-Term US Treas | Add +28.3% | 0.60% | +0.11 |
| JPM JPMorgan Chase & Co. | Add +4.4% | 0.82% | +0.11 |
| TJX TJX Companies Inc. | Add +203.0% | 0.15% | +0.10 |
| MLM Martin Marietta Materials | Add +431.3% | 0.13% | +0.10 |
| BNDX Vanguard Total Intl Bond ETF | Add +13.7% | 1.33% | +0.10 |
| NFLX Netflix Inc. | Add +4.8% | 0.45% | +0.10 |
| ORCL Oracle Corp. | Add +383.4% | 0.12% | +0.10 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +12.2% | 1.38% | +0.09 |
| V Visa Inc. Class A | Add +4.5% | 0.52% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.5% | 8.11% | +0.06 |
| ANET Arista Networks Inc. | Add +7.5% | 0.35% | +0.06 |
| CRM Salesforce Inc. | Add +5.7% | 0.28% | +0.06 |
| SDY SS SPDR S&P Dividend ETF | Add +162.0% | 0.09% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +6.5% | 2.41% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.1% | 0.27% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Add +98.3% | 0.09% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +8.0% | 0.28% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +7.9% | 0.23% | +0.04 |
| DECK Deckers Outdoor Corp. | New | 0.04% | +0.04 |
| BA The Boeing Co. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +4.9% | 0.72% | +0.03 |
| AXP American Express Co. | Add +7.4% | 0.24% | +0.03 |
| SHOP Shopify Inc. Class A | Add +2.9% | 0.12% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +39.8% | 0.12% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | Add +2.4% | 0.06% | +0.03 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.03% | +0.03 |
| SAP Sap SE-Sponsored ADR | New | 0.03% | +0.03 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | New | 0.02% | +0.02 |
| LBTYK Liberty Global Ltd. Class C | New | 0.02% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +4.3% | 0.31% | +0.02 |
| SNOW Snowflake Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.2% | 0.60% | +0.02 |
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 |