RMR Wealth Builders
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), RMR Wealth Builders reported 282 stock positions worth $1.2 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.4%). Compared with Q2 2025, it opened 19 new positions, sold out of 22, added to 158 and reduced 84. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +4%) and the biggest sale an exit from Vanguard Total Intl Bond ETF (BNDX).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $1.2B (Q3 2025)
- SEC Filing
- 0001420506-25-002994 ↗ filed Nov 5, 2025
Holdings Value
Holdings 282 stocks · $1.2B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.44% | 234,889 | $112.8M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 9.28% | 180,562 | $110.9M | Add +5.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.38% | 534,142 | $100.1M | Add +6.0% |
| IJH iShares Core S&P Midcap ETF | 7.92% | 1,450,910 | $94.7M | Add +5.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.42% | 604,482 | $52.8M | Add +4.9% |
| IWF iShares Russell 1000 Growth | 4.01% | 102,296 | $47.9M | Reduce -1.3% |
| NVDA Nvidia Corp. | 3.96% | 253,320 | $47.3M | Add +0.0% |
| AAPL Apple Inc. | 2.70% | 126,817 | $32.3M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 2.53% | 253,923 | $30.2M | Add +5.5% |
| SUB iShares Short-Term National | 2.42% | 271,309 | $29.0M | Add +6.4% |
| IWD iShares Russell 1000 Value E | 2.37% | 139,348 | $28.4M | Add +1.1% |
| MSFT Microsoft Corp. | 2.18% | 50,208 | $26.0M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 1.62% | 182,040 | $19.4M | Add +6.2% |
| FMB First Trust Managed Municipa | 1.62% | 382,265 | $19.4M | Add +9.3% |
| FSMB First Trust Short Dur Manag | 1.59% | 943,851 | $19.0M | Add +9.5% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.40% | 174,758 | $16.7M | Add +9.5% |
| AVGO Broadcom Inc. | 1.38% | 50,090 | $16.5M | Reduce -10.6% |
| AMZN Amazon.com Inc. | 1.33% | 72,370 | $15.9M | Add +0.1% |
| SCHO Schwab Short-Term US Treas | 1.12% | 547,150 | $13.4M | Add +22.9% |
| JPM JPMorgan Chase & Co. | 0.96% | 36,323 | $11.5M | Add +3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 16,123 | $10.7M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.79% | 12,827 | $9.4M | Add +6.6% |
| IWM iShares Russell 2000 ETF | 0.75% | 37,024 | $9.0M | Add +0.4% |
| MDY State Street SPDR S&P Midcap | 0.74% | 14,905 | $8.9M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 12,221 | $7.3M | Add +8.9% |
| GOOG Alphabet Inc. Class C | 0.60% | 29,577 | $7.2M | Add +27.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.54% | 12,844 | $6.5M | Add +11.4% |
| NFLX Netflix Inc. | 0.53% | 5,323 | $6.4M | Add +3.0% |
| TSLA Tesla Inc. | 0.50% | 13,381 | $6.0M | Add +6.2% |
| V Visa Inc. Class A | 0.50% | 17,396 | $5.9M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.48% | 20,419 | $5.8M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.48% | 61,283 | $5.7M | Add +0.5% |
| HD Home Depot Inc. | 0.44% | 12,888 | $5.2M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.40% | 5,159 | $4.8M | Add +6.0% |
| FTRB Fed Hermes TTL RTRN BND | 0.38% | 177,888 | $4.5M | Add +24.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.37% | 8,985 | $4.4M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 164,656 | $4.3M | Reduce -2.0% |
| ANET Arista Networks Inc. | 0.36% | 29,569 | $4.3M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 17,650 | $4.3M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.35% | 37,190 | $4.2M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.34% | 5,302 | $4.0M | Add +2.1% |
| AMD Advanced Micro Devices | 0.33% | 24,275 | $3.9M | Add +62.7% |
| WMT Walmart Inc. | 0.33% | 38,003 | $3.9M | Add +23.3% |
| BX Blackstone Inc. | 0.32% | 22,461 | $3.8M | Reduce -3.3% |
| CEG Constellation Energy | 0.30% | 10,906 | $3.6M | Reduce -0.3% |
| CVX Chevron Corp. | 0.29% | 22,662 | $3.5M | Add +4.9% |
| VZ Verizon Communications Inc. | 0.29% | 79,021 | $3.5M | Add +4.8% |
| ISRG Intuitive Surgical Inc. | 0.28% | 7,377 | $3.3M | Add +18.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 39,833 | $3.1M | Add +0.4% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 17,090 | $3.1M | Add +10.7% |
| ORCL Oracle Corp. | 0.26% | 10,898 | $3.1M | Add +5.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 10,856 | $3.1M | Add +8.1% |
| GS Goldman Sachs Group Inc. | 0.26% | 3,830 | $3.0M | Reduce -4.6% |
| OEF iShares S&P 100 ETF | 0.25% | 9,127 | $3.0M | Add +0.3% |
| AXP American Express Co. | 0.25% | 8,908 | $3.0M | Add +6.1% |
| GLW Corning Inc. | 0.24% | 35,354 | $2.9M | Add +7.4% |
| MA Mastercard Inc. Class A | 0.23% | 4,833 | $2.7M | Add +3.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 17,762 | $2.6M | Add +5.6% |
| UBER Uber Technologies Inc. | 0.21% | 25,817 | $2.5M | Add +6.5% |
| PANW Palo Alto Networks Inc. | 0.21% | 12,334 | $2.5M | Add +195.4% |
| BLK BlackRock Inc. | 0.21% | 2,150 | $2.5M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.21% | 16,255 | $2.5M | Reduce -0.4% |
| MMM 3M Co. | 0.20% | 15,329 | $2.4M | Add +6.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 28,442 | $2.4M | Reduce -3.6% |
| AMT American Tower Corp. | 0.20% | 12,234 | $2.4M | Add +14.1% |
| DUK Duke Energy Corp. | 0.20% | 18,833 | $2.3M | Add +7.4% |
| LIN Linde PLC | 0.19% | 4,884 | $2.3M | Add +3.3% |
| LMT Lockheed Martin Corp. | 0.19% | 4,642 | $2.3M | Add +5.8% |
| MCD McDonald's Corp. | 0.19% | 7,618 | $2.3M | Add +7.2% |
| INTU Intuit Inc. | 0.19% | 3,291 | $2.2M | Add +7.0% |
| WM Waste Management Inc. | 0.18% | 9,712 | $2.1M | Reduce -4.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 4,608 | $2.1M | Reduce -4.6% |
| VRTX Vertex Pharmaceuticals Inc. | 0.17% | 5,323 | $2.1M | Add +4.4% |
| PYLD PIMCO Multisector Bond Actv | 0.17% | 76,956 | $2.1M | Add +23.7% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 2,094 | $2.0M | Reduce -4.8% |
| PSX Phillips 66 | 0.17% | 14,710 | $2.0M | Reduce -31.8% |
| QCOM Qualcomm Inc. | 0.16% | 11,628 | $1.9M | Add +2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.16% | 3,954 | $1.9M | Add +10.6% |
| CRM Salesforce Inc. | 0.16% | 8,089 | $1.9M | Reduce -14.9% |
| MRSH Marsh & McLennan Cos | 0.15% | 9,060 | $1.8M | Reduce -4.0% |
| CME Cme Group Inc. | 0.15% | 6,683 | $1.8M | Add +2.3% |
| NOW ServiceNow Inc. | 0.15% | 1,961 | $1.8M | Add +9.1% |
| ABBV Abbvie Inc. | 0.15% | 7,621 | $1.8M | Reduce -3.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.14% | 19,131 | $1.7M | Reduce -14.4% |
| REGN Regeneron Pharmaceuticals | 0.14% | 2,989 | $1.7M | Add +9.3% |
| FIS Fidelity National Info Serv | 0.14% | 24,804 | $1.6M | Add +10.0% |
| HON Honeywell International Inc. | 0.13% | 7,550 | $1.6M | Add +1.3% |
| GM General Motors Co. | 0.13% | 25,163 | $1.5M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 0.13% | 48,241 | $1.5M | Add +4.1% |
| GILD Gilead Sciences Inc. | 0.12% | 13,286 | $1.5M | Add +2.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 5,240 | $1.5M | Reduce -1.2% |
| PEG Public Service Enterprise GP | 0.12% | 17,186 | $1.4M | Add +1.0% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 14,406 | $1.4M | Add +4.4% |
| XLF SS Financial Select Sector | 0.12% | 25,548 | $1.4M | Add +0.1% |
| XLV SS Health Care Select Sector | 0.11% | 9,801 | $1.4M | Reduce -2.6% |
| CSGP Costar Group Inc. | 0.11% | 16,036 | $1.4M | Add +15.5% |
| SHOP Shopify Inc. Class A | 0.11% | 8,817 | $1.3M | Reduce -17.4% |
| KO The Coca-Cola Co. | 0.11% | 19,517 | $1.3M | Reduce -6.2% |
| PNC PNC Financial Services Group | 0.11% | 6,270 | $1.3M | Add +1.3% |
| C Citigroup Inc. | 0.10% | 12,107 | $1.2M | Add +3.6% |
Portfolio Sells Q2 2025 → Q3 2025
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −1.41 |
| MLM Martin Marietta Materials | Reduce -77.8% | 0.04% | −0.14 |
| ACN Accenture PLC Class A | Reduce -76.0% | 0.03% | −0.14 |
| MSFT Microsoft Corp. | Reduce -1.2% | 2.18% | −0.12 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -53.7% | 0.07% | −0.09 |
| BBAG JPMorgan Betabuilders US Agg | Sold out | 0.00% | −0.09 |
| CRM Salesforce Inc. | Reduce -14.9% | 0.16% | −0.08 |
| V Visa Inc. Class A | Reduce -0.7% | 0.50% | −0.07 |
| PSX Phillips 66 | Reduce -31.8% | 0.17% | −0.07 |
| PECO Phillips Edison & Company Inc. | Reduce -30.8% | 0.10% | −0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -54.9% | 0.03% | −0.05 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -26.3% | 0.07% | −0.04 |
| CB Chubb Ltd. | Reduce -22.5% | 0.09% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -4.0% | 0.15% | −0.03 |
| WM Waste Management Inc. | Reduce -4.3% | 0.18% | −0.03 |
| INTF iShares International Equity | Sold out | 0.00% | −0.03 |
| SNAP Snap Inc. Class A | Sold out | 0.00% | −0.03 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.03 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.03 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -14.4% | 0.14% | −0.03 |
| XYZ Block Inc. | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.21% | −0.03 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.03 |
| LMBS First Trust Low Duration Opp | Reduce -54.2% | 0.02% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -18.9% | 0.06% | −0.03 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -6.2% | 0.11% | −0.03 |
| TTD Trade Desk Inc./the Class A | Reduce -7.9% | 0.03% | −0.03 |
| GWRE Guidewire Software Inc. | Reduce -18.6% | 0.07% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -3.6% | 0.20% | −0.02 |
| AVXC Avantis Emg MKT Ex China ETF | Sold out | 0.00% | −0.02 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -25.6% | 0.04% | −0.02 |
| SNREY Sunrise Communicat Class A | Sold out | 0.00% | −0.02 |
| COP Conocophillips | Reduce -21.7% | 0.07% | −0.02 |
| LRGF iShares US Equity Factor ETF | Reduce -27.2% | 0.06% | −0.02 |
| UBS UBS Group AG-Reg | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -16.5% | 0.05% | −0.02 |
| MELI MercadoLibre Inc. | Reduce -27.6% | 0.03% | −0.02 |
| CEG Constellation Energy | Reduce -0.3% | 0.30% | −0.02 |
| XC Wisdomtree True Emerging Mar | Sold out | 0.00% | −0.02 |
| BCS Barclays PLC-Spons ADR | Sold out | 0.00% | −0.02 |
| AVGO Broadcom Inc. | Reduce -10.6% | 1.38% | −0.02 |
| RACE Ferrari NV | Sold out | 0.00% | −0.02 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.02 |
| AER Aercap Holdings NV | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -20.9% | 0.07% | −0.02 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -1.2% | 0.08% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.9% | 9.44% | +0.41 |
| VOO Vanguard S&P 500 ETF | Add +5.1% | 9.28% | +0.38 |
| NVDA Nvidia Corp. | Add +0.0% | 3.96% | +0.32 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +6.0% | 8.38% | +0.24 |
| GOOG Alphabet Inc. Class C | Add +27.6% | 0.60% | +0.23 |
| IJH iShares Core S&P Midcap ETF | Add +5.0% | 7.92% | +0.14 |
| AMD Advanced Micro Devices | Add +62.7% | 0.33% | +0.14 |
| TSLA Tesla Inc. | Add +6.2% | 0.50% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +5.5% | 2.53% | +0.13 |
| PANW Palo Alto Networks Inc. | Add +195.4% | 0.21% | +0.13 |
| SCHO Schwab Short-Term US Treas | Add +22.9% | 1.12% | +0.13 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.09% | +0.09 |
| GLW Corning Inc. | Add +7.4% | 0.24% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | Add +10.7% | 0.26% | +0.07 |
| SPTI SS SPDR P Int Term TSY ETF | New | 0.07% | +0.07 |
| PVAL Putnam Focused LRG Cap Value | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +23.3% | 0.33% | +0.05 |
| ORCL Oracle Corp. | Add +5.7% | 0.26% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.9% | 0.61% | +0.05 |
| FTRB Fed Hermes TTL RTRN BND | Add +24.2% | 0.38% | +0.05 |
| AXON Axon Enterprise Inc. | New | 0.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.9% | 4.42% | +0.04 |
| GLDM SPDR Gold Minishares Trust | New | 0.04% | +0.04 |
| FMB First Trust Managed Municipa | Add +9.3% | 1.62% | +0.04 |
| LPLA LPL Financial Holdings Inc. | New | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.4% | 0.54% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +3.1% | 0.96% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +10.6% | 0.16% | +0.03 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.03% | +0.03 |
| B Barrick Mining Corp. | New | 0.03% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.75% | +0.03 |
| FSMB First Trust Short Dur Manag | Add +9.5% | 1.59% | +0.03 |
| TJX TJX Companies Inc. | Add +5.6% | 0.21% | +0.03 |
| TIDAL TRUST II | New | 0.02% | +0.02 |
| PYLD PIMCO Multisector Bond Actv | Add +23.7% | 0.17% | +0.02 |
| RING iShares MSCI Global Gold Min | New | 0.02% | +0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +9.5% | 1.40% | +0.02 |
| INTC Intel Corp. | Add +41.6% | 0.04% | +0.02 |
| AZO AutoZone Inc. | New | 0.02% | +0.02 |
| XVV iShares ESG Select Screened | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | New | 0.02% | +0.02 |
| TER Teradyne Inc. | Add +9.7% | 0.05% | +0.02 |
| NRG NRG Energy Inc. | New | 0.02% | +0.02 |
| TSCO Tractor Supply Company | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.02% | +0.02 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.02% | +0.02 |
| GM General Motors Co. | Add +0.5% | 0.13% | +0.02 |
| QYLD Global X Nasd 100 Cov Call | New | 0.02% | +0.02 |
| KLAC KLA Corp. | Add +60.7% | 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 |