RMR Wealth Builders
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), RMR Wealth Builders reported 275 stock positions worth $1.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 9.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.5%). Compared with Q3 2025, it opened 20 new positions, sold out of 27, added to 143 and reduced 81. The biggest buy was a new position in Peakshares RMR Prime Eqy ETF (PRMR) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $1.2B (Q4 2025)
- SEC Filing
- 0001420506-26-000102 ↗ filed Jan 29, 2026
Holdings Value
Holdings 275 stocks · $1.2B
| VOO Vanguard S&P 500 ETF | 9.42% | 187,658 | $117.7M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.30% | 238,376 | $116.3M | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.50% | 556,263 | $106.2M | Add +4.1% |
| IJH iShares Core S&P Midcap ETF | 5.99% | 1,134,512 | $74.9M | Reduce -21.8% |
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 650,800 | $58.2M | Add +7.7% |
| IWF iShares Russell 1000 Growth | 3.81% | 100,602 | $47.6M | Reduce -1.7% |
| NVDA Nvidia Corp. | 3.77% | 252,669 | $47.1M | Reduce -0.3% |
| PRMR Peakshares RMR Prime Eqy ETF | 3.59% | 1,802,886 | $44.9M | New |
| AAPL Apple Inc. | 2.88% | 132,523 | $36.0M | Add +4.5% |
| SUB iShares Short-Term National | 2.46% | 288,038 | $30.7M | Add +6.2% |
| IWD iShares Russell 1000 Value E | 2.33% | 138,448 | $29.1M | Reduce -0.7% |
| MSFT Microsoft Corp. | 1.98% | 51,261 | $24.8M | Add +2.1% |
| FSMB First Trust Short Dur Manag | 1.64% | 1,023,222 | $20.5M | Add +8.4% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.43% | 188,863 | $17.9M | Add +8.1% |
| AMZN Amazon.com Inc. | 1.36% | 73,906 | $17.1M | Add +2.1% |
| FMB First Trust Managed Municipa | 1.29% | 315,693 | $16.1M | Reduce -17.4% |
| SCHO Schwab Short-Term US Treas | 1.28% | 656,804 | $16.0M | Add +20.0% |
| AVGO Broadcom Inc. | 1.28% | 46,106 | $16.0M | Reduce -8.0% |
| MUB iShares National Muni Bond E | 1.23% | 144,051 | $15.4M | Reduce -20.9% |
| JPM JPMorgan Chase & Co. | 0.97% | 37,527 | $12.1M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 17,568 | $12.0M | Add +9.0% |
| GOOG Alphabet Inc. Class C | 0.77% | 30,708 | $9.6M | Add +3.8% |
| CGMU Cap Group Municipal Income | 0.74% | 337,891 | $9.3M | New |
| META Meta Platforms Inc. Class A | 0.71% | 13,484 | $8.9M | Add +5.1% |
| MDY State Street SPDR S&P Midcap | 0.69% | 14,395 | $8.7M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.62% | 12,587 | $7.7M | Add +3.0% |
| IWM iShares Russell 2000 ETF | 0.58% | 29,467 | $7.3M | Reduce -20.4% |
| TSLA Tesla Inc. | 0.54% | 15,003 | $6.7M | Add +12.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 13,223 | $6.6M | Add +3.0% |
| IJR iShares Core S&P Small-Cap E | 0.50% | 52,471 | $6.3M | Reduce -79.3% |
| V Visa Inc. Class A | 0.49% | 17,403 | $6.1M | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.48% | 19,359 | $6.1M | Add +9.7% |
| LLY Eli Lilly & Co. | 0.48% | 5,604 | $6.0M | Add +5.7% |
| EFA iShares MSCI Eafe ETF | 0.47% | 61,557 | $5.9M | Add +0.5% |
| XLK SS Technology Select Sector | 0.47% | 40,448 | $5.8M | Reduce -0.9% |
| AMD Advanced Micro Devices | 0.43% | 24,947 | $5.3M | Add +2.8% |
| FTRB Fed Hermes TTL RTRN BND | 0.42% | 207,788 | $5.3M | Add +16.8% |
| NFLX Netflix Inc. | 0.41% | 54,701 | $5.1M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.40% | 5,837 | $5.0M | Add +13.1% |
| XOM Exxon Mobil Corp. | 0.38% | 39,785 | $4.8M | Add +7.0% |
| HD Home Depot Inc. | 0.37% | 13,379 | $4.6M | Add +3.8% |
| ISRG Intuitive Surgical Inc. | 0.37% | 8,109 | $4.6M | Add +9.9% |
| WMT Walmart Inc. | 0.36% | 40,951 | $4.6M | Add +7.8% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 165,014 | $4.4M | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 9,413 | $4.4M | Add +4.8% |
| CEG Constellation Energy | 0.33% | 11,693 | $4.1M | Add +7.2% |
| ANET Arista Networks Inc. | 0.32% | 30,531 | $4.0M | Add +3.3% |
| GS Goldman Sachs Group Inc. | 0.32% | 4,480 | $3.9M | Add +17.0% |
| CVX Chevron Corp. | 0.30% | 24,508 | $3.7M | Add +8.2% |
| AXP American Express Co. | 0.28% | 9,614 | $3.6M | Add +7.9% |
| VZ Verizon Communications Inc. | 0.28% | 86,403 | $3.5M | Add +9.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 11,641 | $3.4M | Add +7.2% |
| BX Blackstone Inc. | 0.27% | 22,120 | $3.4M | Reduce -1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 18,443 | $3.3M | Add +7.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 39,913 | $3.2M | Add +0.2% |
| OEF iShares S&P 100 ETF | 0.25% | 9,150 | $3.1M | Add +0.3% |
| GLW Corning Inc. | 0.24% | 34,212 | $3.0M | Reduce -3.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.24% | 19,303 | $3.0M | Add +8.7% |
| MMM 3M Co. | 0.22% | 17,432 | $2.8M | Add +13.7% |
| CRM Salesforce Inc. | 0.22% | 10,520 | $2.8M | Add +30.1% |
| PANW Palo Alto Networks Inc. | 0.22% | 14,829 | $2.7M | Add +20.2% |
| REGN Regeneron Pharmaceuticals | 0.21% | 3,459 | $2.7M | Add +15.7% |
| ORCL Oracle Corp. | 0.21% | 13,593 | $2.6M | Add +24.7% |
| LIN Linde PLC | 0.21% | 6,169 | $2.6M | Add +26.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.21% | 5,789 | $2.6M | Add +8.8% |
| MCD McDonald's Corp. | 0.21% | 8,586 | $2.6M | Add +12.7% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 4,527 | $2.6M | Add +14.5% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 8,383 | $2.6M | Add +451.1% |
| DUK Duke Energy Corp. | 0.21% | 21,867 | $2.6M | Add +16.1% |
| MA Mastercard Inc. Class A | 0.20% | 4,446 | $2.5M | Reduce -8.0% |
| WM Waste Management Inc. | 0.20% | 11,535 | $2.5M | Add +18.8% |
| PG The Procter & Gamble Co. | 0.20% | 17,676 | $2.5M | Add +8.7% |
| UBER Uber Technologies Inc. | 0.20% | 30,988 | $2.5M | Add +20.0% |
| PYLD PIMCO Multisector Bond Actv | 0.20% | 94,802 | $2.5M | Add +23.2% |
| INTU Intuit Inc. | 0.20% | 3,765 | $2.5M | Add +14.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.19% | 28,806 | $2.4M | Add +1.3% |
| AMT American Tower Corp. | 0.18% | 13,164 | $2.3M | Add +7.6% |
| QCOM Qualcomm Inc. | 0.18% | 13,343 | $2.3M | Add +14.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.17% | 2,019 | $2.2M | Reduce -3.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.16% | 4,282 | $2.1M | Reduce -7.1% |
| GM General Motors Co. | 0.16% | 25,199 | $2.0M | Add +0.1% |
| PGR Progressive Corp. | 0.15% | 8,201 | $1.9M | New |
| BLK BlackRock Inc. | 0.15% | 1,734 | $1.9M | Reduce -19.4% |
| GILD Gilead Sciences Inc. | 0.14% | 13,822 | $1.7M | Add +4.0% |
| MRSH Marsh & McLennan Cos | 0.14% | 9,113 | $1.7M | Add +0.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.13% | 18,642 | $1.7M | Reduce -2.6% |
| ABBV Abbvie Inc. | 0.13% | 7,274 | $1.7M | Reduce -4.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 5,456 | $1.7M | Add +4.1% |
| NOW ServiceNow Inc. | 0.13% | 10,226 | $1.6M | Add +4.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.12% | 32,949 | $1.6M | Add +47.1% |
| CME Cme Group Inc. | 0.12% | 5,598 | $1.5M | Reduce -16.2% |
| TWLO Twilio Inc. Class A | 0.12% | 10,417 | $1.5M | No change |
| HON Honeywell International Inc. | 0.12% | 7,561 | $1.5M | Add +0.1% |
| PNC PNC Financial Services Group | 0.11% | 6,839 | $1.4M | Add +9.1% |
| XLV SS Health Care Select Sector | 0.11% | 9,220 | $1.4M | Reduce -5.9% |
| C Citigroup Inc. | 0.11% | 12,059 | $1.4M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.11% | 19,884 | $1.4M | Add +1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 14,193 | $1.4M | Reduce -1.5% |
| SHOP Shopify Inc. Class A | 0.11% | 8,363 | $1.3M | Reduce -5.2% |
| CBNA Chain Bridge Bancorp Inc. Class A | 0.11% | 38,710 | $1.3M | New |
Portfolio Sells Q3 2025 → Q4 2025
| IJR iShares Core S&P Small-Cap E | Reduce -79.3% | 0.50% | −2.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -21.8% | 5.99% | −1.93 |
| MUB iShares National Muni Bond E | Reduce -20.9% | 1.23% | −0.39 |
| FMB First Trust Managed Municipa | Reduce -17.4% | 1.29% | −0.33 |
| IWF iShares Russell 1000 Growth | Reduce -1.7% | 3.81% | −0.20 |
| NVDA Nvidia Corp. | Reduce -0.3% | 3.77% | −0.19 |
| LMT Lockheed Martin Corp. | Reduce -88.3% | 0.02% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -20.4% | 0.58% | −0.17 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.14 |
| PSX Phillips 66 | Reduce -73.4% | 0.04% | −0.13 |
| AVGO Broadcom Inc. | Reduce -8.0% | 1.28% | −0.11 |
| IETC iShares U.S. Tech Independen | Sold out | 0.00% | −0.07 |
| BLK BlackRock Inc. | Reduce -19.4% | 0.15% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -3.4% | 0.69% | −0.05 |
| BX Blackstone Inc. | Reduce -1.5% | 0.27% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -0.7% | 2.33% | −0.04 |
| SMH Vaneck Semiconductor ETF | Reduce -53.2% | 0.04% | −0.04 |
| PECO Phillips Edison & Company Inc. | Reduce -38.3% | 0.06% | −0.04 |
| XLF SS Financial Select Sector | Reduce -31.2% | 0.08% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Sold out | 0.00% | −0.04 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.04 |
| XSW SS SPDR S&P Soft & Serv ETF | Sold out | 0.00% | −0.04 |
| DOW Dow Inc. | Sold out | 0.00% | −0.03 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.03 |
| BTC Grayscale Bitcoin Mini ETF | Sold out | 0.00% | −0.03 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.03 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.03 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.03 |
| CME Cme Group Inc. | Reduce -16.2% | 0.12% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -8.0% | 0.20% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -12.6% | 0.10% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -33.7% | 0.04% | −0.03 |
| TIDAL TRUST II | Sold out | 0.00% | −0.02 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.02 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.02 |
| ON On Semiconductor | Sold out | 0.00% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -0.6% | 0.03% | −0.02 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.02 |
| FDLO Fidelity Low Volat Fact ETF | Sold out | 0.00% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.02 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| XLE SS Energy Select Sector | Reduce -25.8% | 0.04% | −0.02 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.02 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -19.4% | 0.06% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| PRMR Peakshares RMR Prime Eqy ETF | New | 3.59% | +3.59 |
| CGMU Cap Group Municipal Income | New | 0.74% | +0.74 |
| IEFA iShares Core MSCI Eafe ETF | Add +7.7% | 4.66% | +0.24 |
| AAPL Apple Inc. | Add +4.5% | 2.88% | +0.18 |
| GE General Electric | Add +451.1% | 0.21% | +0.17 |
| GOOG Alphabet Inc. Class C | Add +3.8% | 0.77% | +0.17 |
| SCHO Schwab Short-Term US Treas | Add +20.0% | 1.28% | +0.16 |
| PGR Progressive Corp. | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | Add +5.7% | 0.48% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +3.9% | 9.42% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +9.7% | 0.48% | +0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.1% | 8.50% | +0.12 |
| CBNA Chain Bridge Bancorp Inc. Class A | New | 0.11% | +0.11 |
| AMD Advanced Micro Devices | Add +2.8% | 0.43% | +0.10 |
| ISRG Intuitive Surgical Inc. | Add +9.9% | 0.37% | +0.09 |
| REGN Regeneron Pharmaceuticals | Add +15.7% | 0.21% | +0.07 |
| CRM Salesforce Inc. | Add +30.1% | 0.22% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +17.0% | 0.32% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.0% | 0.96% | +0.06 |
| MU Micron Technology Inc. | Add +38.9% | 0.11% | +0.06 |
| FSMB First Trust Short Dur Manag | Add +8.4% | 1.64% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +14.5% | 0.21% | +0.05 |
| BPRE Bluerock Private Real Estate | New | 0.04% | +0.04 |
| FTRB Fed Hermes TTL RTRN BND | Add +16.8% | 0.42% | +0.04 |
| TSLA Tesla Inc. | Add +12.1% | 0.54% | +0.04 |
| WMT Walmart Inc. | Add +7.8% | 0.36% | +0.04 |
| AXP American Express Co. | Add +7.9% | 0.28% | +0.04 |
| GEV GE Vernova Inc. | New | 0.04% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Add +47.1% | 0.12% | +0.04 |
| GM General Motors Co. | Add +0.1% | 0.16% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.8% | 0.21% | +0.04 |
| AMZN Amazon.com Inc. | Add +2.1% | 1.36% | +0.04 |
| SUB iShares Short-Term National | Add +6.2% | 2.46% | +0.03 |
| SPTI SS SPDR P Int Term TSY ETF | Add +57.8% | 0.10% | +0.03 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +8.1% | 1.43% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +7.0% | 0.38% | +0.03 |
| FEOE First Eagle Overseas Eq ETF | New | 0.03% | +0.03 |
| CEG Constellation Energy | Add +7.2% | 0.33% | +0.03 |
| CAT Caterpillar Inc. | Add +34.7% | 0.08% | +0.03 |
| IVW iShares S&P 500 Growth ETF | New | 0.03% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +23.2% | 0.20% | +0.03 |
| TER Teradyne Inc. | Add +17.5% | 0.08% | +0.03 |
| CLOI Vaneck Clo ETF | New | 0.03% | +0.03 |
| PVAL Putnam Focused LRG Cap Value | Add +43.1% | 0.09% | +0.03 |
| IDXX Idexx Laboratories Inc. | New | 0.03% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| MRK Merck & Co. Inc. | Add +11.8% | 0.10% | +0.03 |
| MMM 3M Co. | Add +13.7% | 0.22% | +0.02 |
| JNJ Johnson & Johnson | Add +21.2% | 0.10% | +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 |