RMR Wealth Builders
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), RMR Wealth Builders reported 259 stock positions worth $950.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.0% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 8.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.6%). Compared with Q4 2024, it opened 15 new positions, sold out of 12, added to 125 and reduced 89. The biggest buy was Vanguard Mrngstr Val ETF-Aui (VTV, shares +3%) and the biggest sale Broadcom (AVGO, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $950.1M (Q1 2025)
- SEC Filing
- 0001420506-25-000775 ↗ filed Apr 16, 2025
Holdings Value
Holdings 259 stocks · $950.1M
| VOO Vanguard S&P 500 ETF | 9.00% | 166,308 | $85.5M | Add +3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 8.85% | 226,662 | $84.1M | Add +3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.65% | 475,614 | $82.2M | Add +2.6% |
| IJH iShares Core S&P Midcap ETF | 8.08% | 1,315,097 | $76.7M | Add +8.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.35% | 546,585 | $41.3M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 3.95% | 104,060 | $37.6M | Reduce -2.9% |
| NVDA Nvidia Corp. | 2.87% | 251,882 | $27.3M | Reduce -1.5% |
| AAPL Apple Inc. | 2.81% | 120,389 | $26.7M | Add +0.9% |
| IWD iShares Russell 1000 Value E | 2.70% | 136,351 | $25.7M | Reduce -0.8% |
| SUB iShares Short-Term National | 2.66% | 239,359 | $25.3M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 2.48% | 225,726 | $23.6M | Add +11.7% |
| MSFT Microsoft Corp. | 1.93% | 48,853 | $18.3M | Reduce -1.6% |
| MUB iShares National Muni Bond E | 1.80% | 162,281 | $17.1M | Add +13.9% |
| FMB First Trust Managed Municipa | 1.74% | 328,008 | $16.5M | Add +15.4% |
| FSMB First Trust Short Dur Manag | 1.70% | 813,010 | $16.2M | Add +14.2% |
| BNDX Vanguard Total Intl Bond ETF | 1.48% | 288,164 | $14.1M | Add +9.9% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.47% | 148,784 | $13.9M | Add +4.5% |
| AMZN Amazon.com Inc. | 1.42% | 70,891 | $13.5M | Add +0.7% |
| AVGO Broadcom Inc. | 0.97% | 55,013 | $9.2M | Reduce -21.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 15,307 | $8.6M | Reduce -8.2% |
| JPM JPMorgan Chase & Co. | 0.87% | 33,660 | $8.3M | Add +1.8% |
| SCHO Schwab Short-Term US Treas | 0.86% | 337,364 | $8.2M | Add +38.7% |
| MDY State Street SPDR S&P Midcap | 0.81% | 14,363 | $7.7M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 0.77% | 36,604 | $7.3M | Reduce -6.8% |
| META Meta Platforms Inc. Class A | 0.71% | 11,735 | $6.8M | Reduce -0.8% |
| V Visa Inc. Class A | 0.64% | 17,234 | $6.0M | Add +8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 10,854 | $5.1M | Reduce -5.2% |
| EFA iShares MSCI Eafe ETF | 0.52% | 60,942 | $5.0M | Reduce -3.7% |
| NFLX Netflix Inc. | 0.51% | 5,162 | $4.8M | Add +6.2% |
| COST Costco Wholesale Corp. | 0.48% | 4,794 | $4.5M | Add +0.2% |
| HD Home Depot Inc. | 0.47% | 12,092 | $4.4M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.46% | 36,946 | $4.4M | Add +15.3% |
| XLK SS Technology Select Sector | 0.44% | 20,321 | $4.2M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 7,827 | $4.2M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.43% | 4,917 | $4.1M | Add +4.9% |
| GOOG Alphabet Inc. Class C | 0.37% | 22,709 | $3.5M | Add +5.2% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 154,826 | $3.4M | Add +2.6% |
| CVX Chevron Corp. | 0.35% | 20,064 | $3.4M | Add +10.9% |
| VZ Verizon Communications Inc. | 0.35% | 72,304 | $3.3M | Add +4.5% |
| TSLA Tesla Inc. | 0.34% | 12,379 | $3.2M | Reduce -19.5% |
| FTRB Fed Hermes TTL RTRN BND | 0.32% | 121,108 | $3.0M | Add +8.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 8,611 | $3.0M | Add +10.8% |
| ISRG Intuitive Surgical Inc. | 0.30% | 5,829 | $2.9M | Add +2.3% |
| BX Blackstone Inc. | 0.29% | 20,023 | $2.8M | Add +9.6% |
| WMT Walmart Inc. | 0.29% | 30,994 | $2.7M | Add +3.9% |
| GOOGL Alphabet Inc. Class A | 0.28% | 17,023 | $2.6M | Add +0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 39,609 | $2.6M | Reduce -0.6% |
| OEF iShares S&P 100 ETF | 0.26% | 9,084 | $2.5M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.26% | 14,430 | $2.5M | Add +10.3% |
| MA Mastercard Inc. Class A | 0.26% | 4,475 | $2.5M | Reduce -1.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 29,499 | $2.4M | Reduce -1.6% |
| ANET Arista Networks Inc. | 0.25% | 30,642 | $2.4M | Add +0.6% |
| CRM Salesforce Inc. | 0.25% | 8,833 | $2.4M | Add +7.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 4,835 | $2.3M | Add +14.1% |
| MRSH Marsh & McLennan Cos | 0.24% | 9,499 | $2.3M | Add +10.0% |
| AMT American Tower Corp. | 0.23% | 10,256 | $2.2M | Add +14.0% |
| WM Waste Management Inc. | 0.23% | 9,609 | $2.2M | Add +9.1% |
| CEG Constellation Energy | 0.23% | 10,953 | $2.2M | Add +4.7% |
| GS Goldman Sachs Group Inc. | 0.23% | 4,033 | $2.2M | Add +3.4% |
| AXP American Express Co. | 0.23% | 8,015 | $2.2M | Add +4.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.22% | 4,967 | $2.1M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 8,352 | $2.1M | Add +3.3% |
| MCD McDonald's Corp. | 0.22% | 6,583 | $2.1M | Add +17.3% |
| MMM 3M Co. | 0.21% | 13,536 | $2.0M | Add +4.3% |
| DUK Duke Energy Corp. | 0.21% | 16,288 | $2.0M | Add +4.5% |
| BLK BlackRock Inc. | 0.21% | 2,087 | $2.0M | Add +0.1% |
| LIN Linde PLC | 0.21% | 4,204 | $2.0M | Add +10.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 15,692 | $1.9M | Add +27.1% |
| ACN Accenture PLC Class A | 0.19% | 5,855 | $1.8M | Add +7.7% |
| ADBE Adobe Inc. | 0.19% | 4,721 | $1.8M | Reduce -0.9% |
| INTU Intuit Inc. | 0.19% | 2,941 | $1.8M | Add +17.1% |
| CMCSA Comcast Corp. Class A | 0.19% | 48,053 | $1.8M | Add +17.4% |
| AMD Advanced Micro Devices | 0.18% | 17,075 | $1.8M | Reduce -10.7% |
| PECO Phillips Edison & Company Inc. | 0.18% | 47,727 | $1.7M | Reduce -3.8% |
| SPGI S&P Global Inc. | 0.18% | 3,429 | $1.7M | Add +12.1% |
| ABBV Abbvie Inc. | 0.18% | 8,304 | $1.7M | Reduce -16.2% |
| CME Cme Group Inc. | 0.18% | 6,504 | $1.7M | Add +0.2% |
| LMT Lockheed Martin Corp. | 0.18% | 3,743 | $1.7M | Add +19.8% |
| UBER Uber Technologies Inc. | 0.17% | 22,167 | $1.6M | Add +43.2% |
| QCOM Qualcomm Inc. | 0.17% | 10,465 | $1.6M | Add +14.1% |
| MLM Martin Marietta Materials | 0.17% | 3,358 | $1.6M | Add +40.4% |
| FIS Fidelity National Info Serv | 0.17% | 21,140 | $1.6M | Add +29.3% |
| HON Honeywell International Inc. | 0.16% | 7,371 | $1.6M | Reduce -4.7% |
| KO The Coca-Cola Co. | 0.16% | 20,533 | $1.5M | Add +6.3% |
| XLV SS Health Care Select Sector | 0.15% | 9,888 | $1.4M | Reduce -11.3% |
| TMO Thermo Fisher Scientific Inc. | 0.15% | 2,869 | $1.4M | Add +18.2% |
| GLW Corning Inc. | 0.15% | 30,805 | $1.4M | Add +12.6% |
| GILD Gilead Sciences Inc. | 0.15% | 12,490 | $1.4M | Add +20.4% |
| PEG Public Service Enterprise GP | 0.15% | 17,001 | $1.4M | Add +0.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.15% | 2,110 | $1.4M | Add +0.3% |
| CB Chubb Ltd. | 0.14% | 4,532 | $1.4M | Add +1.1% |
| REGN Regeneron Pharmaceuticals | 0.14% | 2,141 | $1.4M | New |
| PYLD PIMCO Multisector Bond Actv | 0.14% | 51,265 | $1.4M | Add +15.3% |
| ORCL Oracle Corp. | 0.14% | 9,277 | $1.3M | Add +29.7% |
| XLF SS Financial Select Sector | 0.13% | 25,737 | $1.3M | Add +12.6% |
| NOW ServiceNow Inc. | 0.13% | 1,592 | $1.3M | New |
| GM General Motors Co. | 0.12% | 25,145 | $1.2M | Reduce -0.0% |
| MRK Merck & Co. Inc. | 0.12% | 12,402 | $1.1M | Reduce -53.4% |
| CSGP Costar Group Inc. | 0.12% | 13,919 | $1.1M | Reduce -0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 12,960 | $1.1M | Reduce -0.6% |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -21.8% | 0.97% | −0.72 |
| NVDA Nvidia Corp. | Reduce -1.5% | 2.87% | −0.68 |
| IWF iShares Russell 1000 Growth | Reduce -2.9% | 3.95% | −0.49 |
| TSLA Tesla Inc. | Reduce -19.5% | 0.34% | −0.30 |
| MSFT Microsoft Corp. | Reduce -1.6% | 1.93% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -53.4% | 0.12% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -72.8% | 0.06% | −0.15 |
| IWM iShares Russell 2000 ETF | Reduce -6.8% | 0.77% | −0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.2% | 0.90% | −0.11 |
| IGM iShares Expanded Tech Sector | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.2% | 0.54% | −0.07 |
| AMD Advanced Micro Devices | Reduce -10.7% | 0.18% | −0.05 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.05 |
| IAI iShares U.S. Broker-Dealers | Sold out | 0.00% | −0.05 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -12.1% | 0.10% | −0.03 |
| SMH Vaneck Semiconductor ETF | Reduce -18.8% | 0.08% | −0.03 |
| ADBE Adobe Inc. | Reduce -0.9% | 0.19% | −0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Sold out | 0.00% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.03 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.02 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.02 |
| TER Teradyne Inc. | Reduce -8.3% | 0.04% | −0.02 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -19.4% | 0.07% | −0.02 |
| BOTZ Global X Robotics & Artifici | Sold out | 0.00% | −0.02 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -38.8% | 0.03% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.8% | 0.10% | −0.02 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -17.0% | 0.06% | −0.02 |
| HON Honeywell International Inc. | Reduce -4.7% | 0.16% | −0.02 |
| SHYD Vaneck SH Hi YLD Muni | Reduce -15.7% | 0.09% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -4.0% | 0.10% | −0.01 |
| GM General Motors Co. | Reduce -0.0% | 0.12% | −0.01 |
| BAC Bank of America Corp. | Reduce -9.1% | 0.10% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -27.0% | 0.03% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -0.3% | 0.26% | −0.01 |
| UNP Union Pacific Corp. | Reduce -17.9% | 0.08% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -3.9% | 0.04% | −0.01 |
| QQQJ Invesco Nasdaq Next Gen 100 | Reduce -11.8% | 0.06% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -2.5% | 0.04% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -13.0% | 0.04% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -14.3% | 0.03% | −0.01 |
| XLE SS Energy Select Sector | Reduce -18.7% | 0.08% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 0.28% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -4.2% | 0.22% | −0.01 |
| PECO Phillips Edison & Company Inc. | Reduce -3.8% | 0.18% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -13.9% | 0.03% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -24.9% | 0.03% | −0.01 |
| IRM Iron Mountain Inc. | Reduce -2.7% | 0.03% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.6% | 8.65% | +0.54 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.3% | 4.35% | +0.47 |
| SCHO Schwab Short-Term US Treas | Add +38.7% | 0.86% | +0.26 |
| IJH iShares Core S&P Midcap ETF | Add +8.2% | 8.08% | +0.25 |
| FMB First Trust Managed Municipa | Add +15.4% | 1.74% | +0.24 |
| FSMB First Trust Short Dur Manag | Add +14.2% | 1.70% | +0.24 |
| MUB iShares National Muni Bond E | Add +13.9% | 1.80% | +0.23 |
| BNDX Vanguard Total Intl Bond ETF | Add +9.9% | 1.48% | +0.15 |
| REGN Regeneron Pharmaceuticals | New | 0.14% | +0.14 |
| NOW ServiceNow Inc. | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +8.5% | 0.64% | +0.12 |
| SUB iShares Short-Term National | Add +2.3% | 2.66% | +0.11 |
| XOM Exxon Mobil Corp. | Add +15.3% | 0.46% | +0.11 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +4.5% | 1.47% | +0.09 |
| CVX Chevron Corp. | Add +10.9% | 0.35% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +11.7% | 2.48% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.44% | +0.07 |
| UBER Uber Technologies Inc. | Add +43.2% | 0.17% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.1% | 0.25% | +0.07 |
| IETC iShares U.S. Tech Independen | New | 0.07% | +0.07 |
| AMT American Tower Corp. | Add +14.0% | 0.23% | +0.06 |
| VZ Verizon Communications Inc. | Add +4.5% | 0.35% | +0.06 |
| NFLX Netflix Inc. | Add +6.2% | 0.51% | +0.06 |
| MRSH Marsh & McLennan Cos | Add +10.0% | 0.24% | +0.05 |
| LLY Eli Lilly & Co. | Add +4.9% | 0.43% | +0.05 |
| WM Waste Management Inc. | Add +9.1% | 0.23% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 0.87% | +0.05 |
| GILD Gilead Sciences Inc. | Add +20.4% | 0.15% | +0.05 |
| MCD McDonald's Corp. | Add +17.3% | 0.22% | +0.05 |
| TJX TJX Companies Inc. | Add +27.1% | 0.20% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +10.8% | 0.32% | +0.04 |
| MLM Martin Marietta Materials | Add +40.4% | 0.17% | +0.04 |
| LIN Linde PLC | Add +10.4% | 0.21% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| XSW SS SPDR S&P Soft & Serv ETF | New | 0.04% | +0.04 |
| MMM 3M Co. | Add +4.3% | 0.21% | +0.04 |
| DUK Duke Energy Corp. | Add +4.5% | 0.21% | +0.04 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.22% | +0.03 |
| FTRB Fed Hermes TTL RTRN BND | Add +8.2% | 0.32% | +0.03 |
| PG The Procter & Gamble Co. | Add +10.3% | 0.26% | +0.03 |
| KO The Coca-Cola Co. | Add +6.3% | 0.16% | +0.03 |
| GLD SPDR Gold Shares | New | 0.03% | +0.03 |
| CHKP Check Point Software Tech | New | 0.03% | +0.03 |
| BABA Alibaba Group Holding-SP ADR | New | 0.03% | +0.03 |
| FIS Fidelity National Info Serv | Add +29.3% | 0.17% | +0.03 |
| APO Apollo Global Management Inc. | New | 0.03% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +17.4% | 0.19% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.3% | 9.00% | +0.03 |
| INTU Intuit Inc. | Add +17.1% | 0.19% | +0.03 |
| CAVA Cava Group Inc. | 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 |