RMR Wealth Builders
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), RMR Wealth Builders reported 285 stock positions worth $1.1 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.9%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.1%). Compared with Q1 2025, it opened 33 new positions, sold out of 7, added to 143 and reduced 77. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from S&P Global (SPGI).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0001420506-25-001478 ↗ filed Jul 8, 2025
Holdings Value
Holdings 285 stocks · $1.1B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.02% | 226,185 | $99.3M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 8.90% | 171,843 | $97.9M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.14% | 503,771 | $89.5M | Add +5.9% |
| IJH iShares Core S&P Midcap ETF | 7.79% | 1,381,169 | $85.7M | Add +5.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.37% | 576,384 | $48.1M | Add +5.5% |
| IWF iShares Russell 1000 Growth | 4.00% | 103,644 | $44.0M | Reduce -0.4% |
| NVDA Nvidia Corp. | 3.64% | 253,243 | $40.0M | Add +0.5% |
| SUB iShares Short-Term National | 2.46% | 255,040 | $27.1M | Add +6.5% |
| IWD iShares Russell 1000 Value E | 2.43% | 137,894 | $26.8M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 2.39% | 240,711 | $26.3M | Add +6.6% |
| AAPL Apple Inc. | 2.37% | 127,314 | $26.1M | Add +5.8% |
| MSFT Microsoft Corp. | 2.30% | 50,830 | $25.3M | Add +4.0% |
| MUB iShares National Muni Bond E | 1.63% | 171,467 | $17.9M | Add +5.7% |
| FMB First Trust Managed Municipa | 1.58% | 349,793 | $17.4M | Add +6.6% |
| FSMB First Trust Short Dur Manag | 1.56% | 862,168 | $17.2M | Add +6.0% |
| AMZN Amazon.com Inc. | 1.44% | 72,315 | $15.9M | Add +2.0% |
| BNDX Vanguard Total Intl Bond ETF | 1.41% | 312,452 | $15.5M | Add +8.4% |
| AVGO Broadcom Inc. | 1.40% | 56,001 | $15.4M | Add +1.8% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.38% | 159,615 | $15.2M | Add +7.3% |
| SCHO Schwab Short-Term US Treas | 0.99% | 445,132 | $10.9M | Add +31.9% |
| JPM JPMorgan Chase & Co. | 0.93% | 35,237 | $10.2M | Add +4.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.91% | 16,129 | $10.0M | Add +5.4% |
| META Meta Platforms Inc. Class A | 0.81% | 12,032 | $8.9M | Add +2.5% |
| MDY State Street SPDR S&P Midcap | 0.76% | 14,686 | $8.3M | Add +2.3% |
| IWM iShares Russell 2000 ETF | 0.72% | 36,872 | $8.0M | Add +0.7% |
| NFLX Netflix Inc. | 0.63% | 5,167 | $6.9M | Add +0.1% |
| V Visa Inc. Class A | 0.57% | 17,524 | $6.2M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 11,217 | $6.2M | Add +3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 11,526 | $5.6M | Add +47.3% |
| EFA iShares MSCI Eafe ETF | 0.50% | 61,008 | $5.5M | Add +0.1% |
| XLK SS Technology Select Sector | 0.47% | 20,323 | $5.1M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.44% | 4,869 | $4.8M | Add +1.6% |
| HD Home Depot Inc. | 0.42% | 12,739 | $4.7M | Add +5.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.41% | 8,901 | $4.5M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 0.37% | 23,182 | $4.1M | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 167,965 | $4.1M | Add +8.5% |
| LLY Eli Lilly & Co. | 0.37% | 5,194 | $4.0M | Add +5.6% |
| XOM Exxon Mobil Corp. | 0.37% | 37,479 | $4.0M | Add +1.4% |
| TSLA Tesla Inc. | 0.36% | 12,599 | $4.0M | Add +1.8% |
| FTRB Fed Hermes TTL RTRN BND | 0.33% | 143,234 | $3.6M | Add +18.3% |
| CEG Constellation Energy | 0.32% | 10,939 | $3.5M | Reduce -0.1% |
| BX Blackstone Inc. | 0.32% | 23,225 | $3.5M | Add +16.0% |
| ISRG Intuitive Surgical Inc. | 0.31% | 6,216 | $3.4M | Add +6.6% |
| VZ Verizon Communications Inc. | 0.30% | 75,410 | $3.3M | Add +4.3% |
| ANET Arista Networks Inc. | 0.29% | 31,423 | $3.2M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 0.29% | 17,932 | $3.2M | Add +5.3% |
| CVX Chevron Corp. | 0.28% | 21,598 | $3.1M | Add +7.7% |
| WMT Walmart Inc. | 0.27% | 30,825 | $3.0M | Reduce -0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 10,046 | $3.0M | Add +20.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 39,667 | $2.9M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 4,014 | $2.8M | Reduce -0.5% |
| OEF iShares S&P 100 ETF | 0.25% | 9,098 | $2.8M | Add +0.1% |
| AXP American Express Co. | 0.24% | 8,394 | $2.7M | Add +4.7% |
| MA Mastercard Inc. Class A | 0.24% | 4,656 | $2.6M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.24% | 16,325 | $2.6M | Add +13.1% |
| CRM Salesforce Inc. | 0.24% | 9,510 | $2.6M | Add +7.7% |
| PSX Phillips 66 | 0.23% | 21,576 | $2.6M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 29,501 | $2.4M | Add +0.0% |
| INTU Intuit Inc. | 0.22% | 3,076 | $2.4M | Add +4.6% |
| AMT American Tower Corp. | 0.22% | 10,721 | $2.4M | Add +4.5% |
| WM Waste Management Inc. | 0.21% | 10,152 | $2.3M | Add +5.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 5,100 | $2.3M | Add +5.5% |
| UBER Uber Technologies Inc. | 0.21% | 24,250 | $2.3M | Add +9.4% |
| ORCL Oracle Corp. | 0.20% | 10,307 | $2.3M | Add +11.1% |
| LIN Linde PLC | 0.20% | 4,729 | $2.2M | Add +12.5% |
| MMM 3M Co. | 0.20% | 14,423 | $2.2M | Add +6.5% |
| BLK BlackRock Inc. | 0.20% | 2,090 | $2.2M | Add +0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.19% | 4,828 | $2.1M | Reduce -2.8% |
| AMD Advanced Micro Devices | 0.19% | 14,924 | $2.1M | Reduce -12.6% |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 15,436 | $2.1M | Add +139.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 16,822 | $2.1M | Add +7.2% |
| MCD McDonald's Corp. | 0.19% | 7,104 | $2.1M | Add +7.9% |
| DUK Duke Energy Corp. | 0.19% | 17,534 | $2.1M | Add +7.7% |
| MRSH Marsh & McLennan Cos | 0.19% | 9,433 | $2.1M | Reduce -0.7% |
| LMT Lockheed Martin Corp. | 0.18% | 4,389 | $2.0M | Add +17.3% |
| MLM Martin Marietta Materials | 0.18% | 3,654 | $2.0M | Add +8.8% |
| ACN Accenture PLC Class A | 0.17% | 6,281 | $1.9M | Add +7.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.17% | 22,338 | $1.9M | Add +72.0% |
| NOW ServiceNow Inc. | 0.17% | 1,798 | $1.8M | Add +12.9% |
| FIS Fidelity National Info Serv | 0.17% | 22,540 | $1.8M | Add +6.6% |
| QCOM Qualcomm Inc. | 0.16% | 11,391 | $1.8M | Add +8.8% |
| CME Cme Group Inc. | 0.16% | 6,532 | $1.8M | Add +0.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.16% | 2,200 | $1.8M | Add +4.3% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.16% | 34,473 | $1.8M | New |
| PECO Phillips Edison & Company Inc. | 0.16% | 49,840 | $1.8M | Add +4.4% |
| HON Honeywell International Inc. | 0.16% | 7,452 | $1.7M | Add +1.1% |
| GLW Corning Inc. | 0.16% | 32,919 | $1.7M | Add +6.9% |
| CMCSA Comcast Corp. Class A | 0.15% | 46,349 | $1.7M | Reduce -3.5% |
| PYLD PIMCO Multisector Bond Actv | 0.15% | 62,194 | $1.7M | Add +21.3% |
| KO The Coca-Cola Co. | 0.13% | 20,799 | $1.5M | Add +1.3% |
| ABBV Abbvie Inc. | 0.13% | 7,906 | $1.5M | Reduce -4.8% |
| TMO Thermo Fisher Scientific Inc. | 0.13% | 3,574 | $1.4M | Add +24.6% |
| GILD Gilead Sciences Inc. | 0.13% | 12,970 | $1.4M | Add +3.8% |
| REGN Regeneron Pharmaceuticals | 0.13% | 2,734 | $1.4M | Add +27.7% |
| PEG Public Service Enterprise GP | 0.13% | 17,022 | $1.4M | Add +0.1% |
| CB Chubb Ltd. | 0.13% | 4,737 | $1.4M | Add +4.5% |
| XLV SS Health Care Select Sector | 0.12% | 10,068 | $1.4M | Add +1.8% |
| XLF SS Financial Select Sector | 0.12% | 25,524 | $1.3M | Reduce -0.8% |
| TWLO Twilio Inc. Class A | 0.12% | 10,391 | $1.3M | Reduce -0.0% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 13,793 | $1.3M | Add +6.4% |
Portfolio Sells Q1 2025 → Q2 2025
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Reduce -56.9% | 0.07% | −0.12 |
| MRSH Marsh & McLennan Cos | Reduce -0.7% | 0.19% | −0.06 |
| ABBV Abbvie Inc. | Reduce -4.8% | 0.13% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -3.5% | 0.15% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -8.2% | 0.08% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -8.4% | 0.03% | −0.03 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.8% | 0.19% | −0.03 |
| EXCHANGE TRADED CONCEPTS TRU | Sold out | 0.00% | −0.02 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.02 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Reduce -0.2% | 0.04% | −0.02 |
| XLE SS Energy Select Sector | Reduce -3.5% | 0.06% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -15.2% | 0.09% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -19.0% | 0.02% | −0.02 |
| PCAR Paccar Inc. | Reduce -1.2% | 0.07% | −0.01 |
| CSGP Costar Group Inc. | Reduce -0.2% | 0.10% | −0.01 |
| FISV Fiserv Inc. | Reduce -1.4% | 0.03% | −0.01 |
| MAIN Main Street Capital Corp. | Reduce -7.8% | 0.07% | −0.01 |
| DAPP Vaneck Digital Transformatio | Sold out | 0.00% | −0.01 |
| XLF SS Financial Select Sector | Reduce -0.8% | 0.12% | −0.01 |
| CVS CVS Health Corp. | Reduce -2.2% | 0.08% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.07% | −0.01 |
| HUM Humana Inc. | Reduce -2.0% | 0.04% | −0.01 |
| GM General Motors Co. | Reduce -0.4% | 0.11% | −0.01 |
| WMT Walmart Inc. | Reduce -0.6% | 0.27% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.1% | 0.05% | −0.01 |
| XNXJX Nuveen NJ QLTY Muni Inc. | Reduce -5.5% | 0.04% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -0.2% | 0.11% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -1.3% | 0.08% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Reduce -15.7% | 0.02% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.5% | 0.02% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.6% | 0.09% | −0.01 |
| CAT Caterpillar Inc. | Reduce -15.5% | 0.05% | −0.01 |
| QQQJ Invesco Nasdaq Next Gen 100 | Reduce -8.8% | 0.05% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -0.1% | 0.03% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.6% | 0.04% | −0.01 |
| ODFL Old Dominion Freight Line | Reduce -6.4% | 0.03% | −0.01 |
| INTC Intel Corp. | Reduce -11.1% | 0.02% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -2.8% | 0.04% | −0.01 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -9.0% | 0.02% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -0.6% | 0.03% | −0.01 |
| AOS Smith (a.o.) Corp. | Reduce -4.6% | 0.03% | −0.01 |
| IEX Idex Corp. | Reduce -3.5% | 0.02% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.8% | 0.10% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -14.8% | 0.02% | −0.01 |
| KEYS Keysight Technologies Inc. | Reduce -7.0% | 0.04% | −0.00 |
| DON Wisdomtree US Midcap Dividen | Reduce -0.7% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.5% | 3.64% | +0.76 |
| AVGO Broadcom Inc. | Add +1.8% | 1.40% | +0.43 |
| MSFT Microsoft Corp. | Add +4.0% | 2.30% | +0.37 |
| PSX Phillips 66 | New | 0.23% | +0.23 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.16% | +0.16 |
| PLTR Palantir Technologies Inc. Class A | Add +139.5% | 0.19% | +0.13 |
| NFLX Netflix Inc. | Add +0.1% | 0.63% | +0.12 |
| SCHO Schwab Short-Term US Treas | Add +31.9% | 0.99% | +0.12 |
| META Meta Platforms Inc. Class A | Add +2.5% | 0.81% | +0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +3.4% | 0.41% | +0.09 |
| BBAG JPMorgan Betabuilders US Agg | New | 0.09% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.08% | +0.08 |
| LRGF iShares US Equity Factor ETF | New | 0.08% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +47.3% | 0.51% | +0.07 |
| COP Conocophillips | Add +442.9% | 0.09% | +0.07 |
| ORCL Oracle Corp. | Add +11.1% | 0.20% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Add +72.0% | 0.17% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +4.7% | 0.93% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +172.8% | 0.08% | +0.05 |
| IBM Intl Business Machines Corp. | Add +20.3% | 0.27% | +0.05 |
| LMBS First Trust Low Duration Opp | New | 0.05% | +0.05 |
| MBB iShares MBS ETF | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | Add +2.5% | 0.29% | +0.04 |
| AVDE Avantis International Equity | New | 0.04% | +0.04 |
| UBER Uber Technologies Inc. | Add +9.4% | 0.21% | +0.04 |
| NOW ServiceNow Inc. | Add +12.9% | 0.17% | +0.03 |
| SMLF iShares US Smallcap Equity F | New | 0.03% | +0.03 |
| MS Morgan Stanley | Add +59.5% | 0.08% | +0.03 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.03% | +0.03 |
| INTF iShares International Equity | New | 0.03% | +0.03 |
| SCHA Schwab US Small-Cap ETF | New | 0.03% | +0.03 |
| INTU Intuit Inc. | Add +4.6% | 0.22% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.03% | +0.03 |
| DE Deere & Co. | New | 0.03% | +0.03 |
| DIS The Walt Disney Co. | Add +31.5% | 0.09% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.3% | 0.56% | +0.03 |
| XLK SS Technology Select Sector | Add +0.0% | 0.47% | +0.03 |
| TSLA Tesla Inc. | Add +1.8% | 0.36% | +0.03 |
| COIN Coinbase Global Inc. Class A | Add +6.6% | 0.06% | +0.03 |
| AVXC Avantis Emg MKT Ex China ETF | New | 0.02% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +45.6% | 0.08% | +0.02 |
| TEL Te Connectivity PLC | New | 0.02% | +0.02 |
| BOTZ Global X Robotics & Artifici | New | 0.02% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.0% | 1.44% | +0.02 |
| DKNG Draftkings Inc. Class A | New | 0.02% | +0.02 |
| KKR KKR & Co. Inc. | New | 0.02% | +0.02 |
| ON On Semiconductor | New | 0.02% | +0.02 |
| BX Blackstone Inc. | Add +16.0% | 0.32% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.5% | 4.37% | +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 |