RMR Wealth Builders
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 22, 2026), RMR Wealth Builders reported 277 stock positions worth $1.3 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 9.5% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 9.1%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.9%). Compared with Q4 2025, it opened 20 new positions, sold out of 18, added to 141 and reduced 88. The biggest buy was Peakshares RMR Prime Eqy ETF (PRMR, shares +25%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001420506-26-000699 ↗ filed Apr 22, 2026
Holdings Value
Holdings 277 stocks · $1.3B
| VOO Vanguard S&P 500 ETF | 9.52% | 202,306 | $120.9M | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 9.11% | 264,722 | $115.6M | Add +11.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.87% | 573,956 | $112.6M | Add +3.2% |
| IJH iShares Core S&P Midcap ETF | 5.90% | 1,109,425 | $74.9M | Reduce -2.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.95% | 694,475 | $62.9M | Add +6.7% |
| PRMR Peakshares RMR Prime Eqy ETF | 4.16% | 2,257,306 | $52.8M | Add +25.2% |
| NVDA Nvidia Corp. | 3.43% | 249,419 | $43.5M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 3.36% | 99,977 | $42.6M | Reduce -0.6% |
| AAPL Apple Inc. | 3.08% | 154,071 | $39.1M | Add +16.3% |
| SUB iShares Short-Term National | 2.47% | 294,637 | $31.4M | Add +2.3% |
| IWD iShares Russell 1000 Value E | 2.31% | 137,184 | $29.3M | Reduce -0.9% |
| FSMB First Trust Short Dur Manag | 1.69% | 1,077,267 | $21.5M | Add +5.3% |
| MSFT Microsoft Corp. | 1.56% | 53,629 | $19.9M | Add +4.6% |
| SCHO Schwab Short-Term US Treas | 1.52% | 796,357 | $19.3M | Add +21.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.50% | 204,908 | $19.1M | Add +8.5% |
| FMB First Trust Managed Municipa | 1.33% | 333,050 | $16.9M | Add +5.5% |
| MUB iShares National Muni Bond E | 1.27% | 152,237 | $16.2M | Add +5.7% |
| AMZN Amazon.com Inc. | 1.25% | 76,292 | $15.9M | Add +3.2% |
| AVGO Broadcom Inc. | 1.11% | 45,577 | $14.1M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 0.90% | 38,941 | $11.5M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.90% | 17,486 | $11.4M | Reduce -0.5% |
| CGMU Cap Group Municipal Income | 0.83% | 385,597 | $10.5M | Add +14.1% |
| GOOG Alphabet Inc. Class C | 0.72% | 31,669 | $9.1M | Add +3.1% |
| MDY State Street SPDR S&P Midcap | 0.68% | 13,966 | $8.6M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 0.63% | 14,054 | $8.0M | Add +4.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 12,279 | $7.1M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 13,855 | $6.6M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.49% | 36,850 | $6.3M | Reduce -7.4% |
| COST Costco Wholesale Corp. | 0.49% | 6,187 | $6.2M | Add +6.0% |
| EFA iShares MSCI Eafe ETF | 0.48% | 63,303 | $6.1M | Add +2.8% |
| TSLA Tesla Inc. | 0.47% | 16,122 | $6.0M | Add +7.5% |
| FTRB Fed Hermes TTL RTRN BND | 0.47% | 235,346 | $5.9M | Add +13.3% |
| V Visa Inc. Class A | 0.46% | 19,232 | $5.8M | Add +10.5% |
| NFLX Netflix Inc. | 0.45% | 59,118 | $5.7M | Add +8.1% |
| GOOGL Alphabet Inc. Class A | 0.44% | 19,449 | $5.6M | Add +0.5% |
| LLY Eli Lilly & Co. | 0.44% | 6,020 | $5.5M | Add +7.4% |
| XLK SS Technology Select Sector | 0.43% | 41,557 | $5.5M | Add +2.7% |
| AMD Advanced Micro Devices | 0.42% | 26,363 | $5.4M | Add +5.7% |
| CVX Chevron Corp. | 0.42% | 25,624 | $5.3M | Add +4.5% |
| WMT Walmart Inc. | 0.41% | 41,684 | $5.2M | Add +1.8% |
| HD Home Depot Inc. | 0.39% | 15,100 | $5.0M | Add +12.9% |
| VZ Verizon Communications Inc. | 0.35% | 87,898 | $4.4M | Add +1.7% |
| GS Goldman Sachs Group Inc. | 0.34% | 5,058 | $4.3M | Add +12.9% |
| JNJ Johnson & Johnson | 0.34% | 17,434 | $4.3M | Add +175.5% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 163,774 | $4.2M | Reduce -0.8% |
| GLW Corning Inc. | 0.33% | 30,645 | $4.2M | Reduce -10.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 10,510 | $4.1M | Add +11.7% |
| ANET Arista Networks Inc. | 0.31% | 31,638 | $3.9M | Add +3.6% |
| MU Micron Technology Inc. | 0.29% | 10,850 | $3.7M | Add +134.3% |
| BX Blackstone Inc. | 0.28% | 31,289 | $3.6M | Add +41.5% |
| CEG Constellation Energy | 0.28% | 12,710 | $3.5M | Add +8.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 21,411 | $3.4M | Add +10.9% |
| AXP American Express Co. | 0.26% | 11,093 | $3.4M | Add +15.4% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 22,513 | $3.3M | Add +22.1% |
| DUK Duke Energy Corp. | 0.26% | 24,984 | $3.3M | Add +14.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 13,471 | $3.3M | Add +15.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.25% | 7,110 | $3.2M | Add +22.8% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 11,184 | $3.2M | Add +33.4% |
| WM Waste Management Inc. | 0.25% | 13,759 | $3.2M | Add +19.3% |
| MCD McDonald's Corp. | 0.25% | 10,134 | $3.1M | Add +18.0% |
| PANW Palo Alto Networks Inc. | 0.25% | 19,472 | $3.1M | Add +31.3% |
| AMT American Tower Corp. | 0.24% | 18,012 | $3.1M | Add +36.8% |
| IWM iShares Russell 2000 ETF | 0.24% | 12,422 | $3.1M | Reduce -57.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 40,102 | $3.1M | Add +0.5% |
| REGN Regeneron Pharmaceuticals | 0.24% | 3,873 | $3.0M | Add +12.0% |
| MMM 3M Co. | 0.23% | 20,497 | $3.0M | Add +17.6% |
| PYLD PIMCO Multisector Bond Actv | 0.23% | 112,466 | $2.9M | Add +18.6% |
| OEF iShares S&P 100 ETF | 0.23% | 9,176 | $2.9M | Add +0.3% |
| UBER Uber Technologies Inc. | 0.23% | 39,743 | $2.9M | Add +28.3% |
| MO Altria Group Inc. | 0.22% | 43,218 | $2.9M | Add +764.5% |
| CRM Salesforce Inc. | 0.21% | 14,581 | $2.7M | Add +38.6% |
| NEM Newmont Corp. | 0.21% | 24,978 | $2.7M | New |
| ORCL Oracle Corp. | 0.21% | 18,317 | $2.7M | Add +34.8% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 5,473 | $2.7M | Add +20.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.21% | 2,023 | $2.7M | Add +0.2% |
| PGR Progressive Corp. | 0.19% | 11,897 | $2.4M | Add +45.1% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 18,852 | $2.3M | Reduce -64.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.18% | 27,925 | $2.3M | Reduce -3.1% |
| KLAC KLA Corp. | 0.18% | 1,555 | $2.3M | Add +406.5% |
| AMAT Applied Materials Inc. | 0.18% | 6,638 | $2.3M | Add +449.1% |
| MA Mastercard Inc. Class A | 0.17% | 4,415 | $2.2M | Reduce -0.7% |
| GILD Gilead Sciences Inc. | 0.15% | 13,884 | $1.9M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 5,558 | $1.9M | Add +1.9% |
| GM General Motors Co. | 0.14% | 23,983 | $1.8M | Reduce -4.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.14% | 3,725 | $1.7M | Reduce -13.0% |
| HON Honeywell International Inc. | 0.14% | 7,585 | $1.7M | Add +0.3% |
| BLK BlackRock Inc. | 0.13% | 1,755 | $1.7M | Add +1.2% |
| CME Cme Group Inc. | 0.13% | 5,600 | $1.7M | Add +0.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.13% | 34,557 | $1.6M | Add +4.9% |
| MRK Merck & Co. Inc. | 0.12% | 13,066 | $1.6M | Add +8.8% |
| MRSH Marsh & McLennan Cos | 0.12% | 9,024 | $1.6M | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.12% | 7,176 | $1.6M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 0.12% | 3,358 | $1.5M | Reduce -58.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 17,179 | $1.5M | Reduce -7.8% |
| KO The Coca-Cola Co. | 0.12% | 19,498 | $1.5M | Reduce -1.9% |
| TER Teradyne Inc. | 0.11% | 4,814 | $1.4M | Reduce -5.7% |
| PNC PNC Financial Services Group | 0.11% | 6,794 | $1.4M | Reduce -0.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.11% | 48,920 | $1.4M | Add +12.6% |
| C Citigroup Inc. | 0.11% | 12,082 | $1.4M | Add +0.2% |
| CBNA Chain Bridge Bancorp Inc. Class A | 0.11% | 38,710 | $1.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 3.36% | −0.45 |
| NVDA Nvidia Corp. | Reduce -1.3% | 3.43% | −0.34 |
| IWM iShares Russell 2000 ETF | Reduce -57.8% | 0.24% | −0.34 |
| IJR iShares Core S&P Small-Cap E | Reduce -64.1% | 0.18% | −0.32 |
| ISRG Intuitive Surgical Inc. | Reduce -58.6% | 0.12% | −0.25 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.18 |
| LIN Linde PLC | Reduce -85.7% | 0.03% | −0.18 |
| AVGO Broadcom Inc. | Reduce -1.1% | 1.11% | −0.17 |
| INTU Intuit Inc. | Reduce -64.1% | 0.05% | −0.15 |
| PG The Procter & Gamble Co. | Reduce -73.0% | 0.05% | −0.15 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.13 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.2% | 5.90% | −0.09 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.90% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.5% | 0.56% | −0.06 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -10.1% | 0.07% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.17% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -13.0% | 0.14% | −0.03 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.8% | 0.33% | −0.02 |
| GM General Motors Co. | Reduce -4.8% | 0.14% | −0.02 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -0.9% | 2.31% | −0.02 |
| DE Deere & Co. | Sold out | 0.00% | −0.02 |
| SPMO Invesco S&P 500 Momentum ETF | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -10.5% | 0.10% | −0.02 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.02 |
| DIS The Walt Disney Co. | Reduce -9.1% | 0.06% | −0.02 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.02 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.02 |
| IT Gartner Inc. | Sold out | 0.00% | −0.02 |
| EPS Wisdomtree US Large Cap Fund | Sold out | 0.00% | −0.02 |
| USMF Wisdomtree US Multifactor Fu | Sold out | 0.00% | −0.02 |
| XBNYX BlackRock New York Muni Inc. | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -10.1% | 0.06% | −0.02 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -3.0% | 0.68% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -25.7% | 0.03% | −0.02 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -18.3% | 0.02% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -7.8% | 0.12% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -1.5% | 0.04% | −0.01 |
| XLF SS Financial Select Sector | Reduce -6.3% | 0.06% | −0.01 |
| CB Chubb Ltd. | Reduce -16.7% | 0.08% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -1.0% | 0.12% | −0.01 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.12% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.3% | 0.05% | −0.01 |
| CVS CVS Health Corp. | Reduce -0.1% | 0.08% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -21.4% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| PRMR Peakshares RMR Prime Eqy ETF | Add +25.2% | 4.16% | +0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.2% | 8.87% | +0.37 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.7% | 4.95% | +0.29 |
| SCHO Schwab Short-Term US Treas | Add +21.3% | 1.52% | +0.24 |
| JNJ Johnson & Johnson | Add +175.5% | 0.34% | +0.23 |
| NEM Newmont Corp. | New | 0.21% | +0.21 |
| MO Altria Group Inc. | Add +764.5% | 0.22% | +0.20 |
| AAPL Apple Inc. | Add +16.3% | 3.08% | +0.20 |
| MU Micron Technology Inc. | Add +134.3% | 0.29% | +0.18 |
| AMAT Applied Materials Inc. | Add +449.1% | 0.18% | +0.15 |
| KLAC KLA Corp. | Add +406.5% | 0.18% | +0.15 |
| CVX Chevron Corp. | Add +4.5% | 0.42% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +7.8% | 9.52% | +0.10 |
| CGMU Cap Group Municipal Income | Add +14.1% | 0.83% | +0.09 |
| COST Costco Wholesale Corp. | Add +6.0% | 0.49% | +0.08 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Add +8.5% | 1.50% | +0.07 |
| UYLD Angel Oak Ultrashort Income | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | Add +1.7% | 0.35% | +0.07 |
| AMT American Tower Corp. | Add +36.8% | 0.24% | +0.06 |
| DUK Duke Energy Corp. | Add +14.3% | 0.26% | +0.05 |
| FSMB First Trust Short Dur Manag | Add +5.3% | 1.69% | +0.05 |
| JPST JPMorgan Ultra-Short Income | New | 0.05% | +0.05 |
| WM Waste Management Inc. | Add +19.3% | 0.25% | +0.05 |
| FTRB Fed Hermes TTL RTRN BND | Add +13.3% | 0.47% | +0.05 |
| WMT Walmart Inc. | Add +1.8% | 0.41% | +0.04 |
| GE General Electric | Add +33.4% | 0.25% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +22.8% | 0.25% | +0.04 |
| MUB iShares National Muni Bond E | Add +5.7% | 1.27% | +0.04 |
| MCD McDonald's Corp. | Add +18.0% | 0.25% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.2% | 0.21% | +0.04 |
| NFLX Netflix Inc. | Add +8.1% | 0.45% | +0.04 |
| FMB First Trust Managed Municipa | Add +5.5% | 1.33% | +0.04 |
| PGR Progressive Corp. | Add +45.1% | 0.19% | +0.04 |
| WDC Western Digital Corp. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | Add +10.9% | 0.27% | +0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +18.6% | 0.23% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +31.3% | 0.25% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | New | 0.03% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Add +32.6% | 0.08% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| XVV iShares ESG Select Screened | Add +145.7% | 0.04% | +0.02 |
| MRK Merck & Co. Inc. | Add +8.8% | 0.12% | +0.02 |
| HD Home Depot Inc. | Add +12.9% | 0.39% | +0.02 |
| UBER Uber Technologies Inc. | Add +28.3% | 0.23% | +0.02 |
| REGN Regeneron Pharmaceuticals | Add +12.0% | 0.24% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +12.9% | 0.34% | +0.02 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.02% | +0.02 |
| LRCX Lam Research Corp. | Add +9.6% | 0.08% | +0.02 |
| SHYD Vaneck SH Hi YLD Muni | Add +28.6% | 0.10% | +0.02 |
| FRO Frontline PLC | Add +3.2% | 0.05% | +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 |