Rmr Wealth Builders

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 259Value: $950.1MLatest: 2025Q1

RMR Wealth Builders is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 259 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TREX",
  "ARES",
  "MPWR",
  "TRU",
  "HUM",
  "MU",
  "ACN",
  "MMM",
  "ABBV",
  "ADBE",
  "BABA",
  "MAIN",
  null,
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  null,
  "COF",
  null,
  "DUK",
  "PECO",
  null,
  "PHK",
  null,
  "SNRE",
  "SIGI",
  "NRK",
  null,
  null,
  "GILD",
  "HLT",
  "HON",
  "HD",
  "IBN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "FBLG",
  "UNP",
  "QCOM",
  null,
  "FRO",
  "ISRG",
  "AMAT",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  "NXJ",
  "IJH",
  null,
  null,
  "LHX",
  "LRCX",
  "LBTYK",
  "LIN",
  "BNY",
  "MPC",
  null,
  "MMC",
  "MRVL",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "FIS",
  "GE",
  "GWRE",
  "ODFL",
  "PCAR",
  "BX",
  "FAST",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "VHT",
  "IWF",
  "PANW",
  "PYPL",
  "PNC",
  "IRM",
  null,
  "HTGC",
  null,
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "KEYS",
  null,
  "REGN",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "AMT",
  "SPLG",
  "IBM",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TYL",
  "UBS",
  "UBER",
  "VO",
  "VXF",
  "SCHW",
  "IWV",
  null,
  "ULTA",
  null,
  "TSM",
  "IT",
  "SMG",
  null,
  null,
  "VRTX",
  "EA",
  "EW",
  "RGLD",
  "GM",
  null,
  "AMD",
  "SONY",
  "SDY",
  "FI",
  "WM",
  "FTNT",
  "IWR",
  "MIDD",
  "IEX",
  "AOS",
  "PEG",
  "AMZN",
  null,
  null,
  "VUG",
  null,
  "VALE",
  null,
  "BNDX",
  "VTEB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  null,
  null,
  null,
  null,
  "ELAN",
  "SCHD",
  "DVY",
  "CHKP",
  null,
  "SCHF",
  "TER",
  "TTD",
  "CRM",
  "SNAP",
  "DIA",
  null,
  "LYB",
  "MELI",
  "OLED",
  "MCK",
  null,
  "MKTX",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BCBP",
  "BA",
  null,
  "BWA",
  "BMY",
  "CAVA",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "CEG",
  "ED",
  "COST",
  "GLW",
  "CSGP",
  "CRWD",
  "CVS",
  "CSX",
  "DXCM",
  "DOCU",
  null,
  "EFA",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "APO",
  "MO",
  "MLM",
  "XLK",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 259
Total Value: 950114997
Accession Number: 0001420506-25-000775
Form Type: 13F-HR
CIK: rmr-wealth-builders
Manager Name: Rmr-Wealth-Builders

Data Enrichment

84% identified

217 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

259 positions • $950.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 13

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922908363

VOO|922908363

Shares:166.3K

Value:$85.5M

% of Portfolio:9.0% ($85.5M/$950.1M)

922908736

VUG|922908736

Shares:226.7K

Value:$84.1M

% of Portfolio:8.8% ($84.1M/$950.1M)

922908744

VTV|922908744

Shares:475.6K

Value:$82.2M

% of Portfolio:8.6% ($82.2M/$950.1M)

464287507

IJH|464287507

Shares:1.3M

Value:$76.7M

% of Portfolio:8.1% ($76.7M/$950.1M)

46432F842

IEFA|46432F842

Shares:546.6K

Value:$41.3M

% of Portfolio:4.4% ($41.3M/$950.1M)

464287614

IWF|464287614

Shares:104.1K

Value:$37.6M

% of Portfolio:4.0% ($37.6M/$950.1M)

NVIDIA CORP

NVDA|67066G104

Shares:251.9K

Value:$27.3M

% of Portfolio:2.9% ($27.3M/$950.1M)

Apple Inc.

AAPL|037833100

Shares:120.4K

Value:$26.7M

% of Portfolio:2.8% ($26.7M/$950.1M)

464287598

IWD|464287598

Shares:136.4K

Value:$25.7M

% of Portfolio:2.7% ($25.7M/$950.1M)

464288158

Shares:239.4K

Value:$25.3M

% of Portfolio:2.7% ($25.3M/$950.1M)

464287804

IJR|464287804

Shares:225.7K

Value:$23.6M

% of Portfolio:2.5% ($23.6M/$950.1M)

MICROSOFT CORP

MSFT|594918104

Shares:48.9K

Value:$18.3M

% of Portfolio:1.9% ($18.3M/$950.1M)

464288414

MUB|464288414

Shares:162.3K

Value:$17.1M

% of Portfolio:1.8% ($17.1M/$950.1M)

33739N108

Shares:328.0K

Value:$16.5M

% of Portfolio:1.7% ($16.5M/$950.1M)

33739P830

Shares:813.0K

Value:$16.2M

% of Portfolio:1.7% ($16.2M/$950.1M)

92203J407

BNDX|92203J407

Shares:288.2K

Value:$14.1M

% of Portfolio:1.5% ($14.1M/$950.1M)

72201R783

Shares:148.8K

Value:$13.9M

% of Portfolio:1.5% ($13.9M/$950.1M)

AMAZON COM INC

AMZN|023135106

Shares:70.9K

Value:$13.5M

% of Portfolio:1.4% ($13.5M/$950.1M)

Broadcom Inc.

AVGO|11135F101

Shares:55.0K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$950.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:15.3K

Value:$8.6M

% of Portfolio:0.9% ($8.6M/$950.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	166.3K	QoQ +3.27% (-5.3K) YoY +18.63% (+26.1K)	All Managers (Combined)	$85.5M	9.0% ($85.5M/$950.1M)	QoQ -1.49% (-$1.3M) YoY +26.83% (+$18.1M)
(VUGcusip922908736)	226.7K	QoQ +3.94% (-8.6K) YoY +16.25% (+31.7K)	All Managers (Combined)	$84.1M	8.8% ($84.1M/$950.1M)	QoQ -6.09% (-$5.5M) YoY +25.25% (+$16.9M)
(VTVcusip922908744)	475.6K	QoQ +2.64% (+12.2K) YoY +20.25% (+80.1K)	All Managers (Combined)	$82.2M	8.6% ($82.2M/$950.1M)	QoQ +4.72% (+$3.7M) YoY +27.55% (+$17.7M)
(IJHcusip464287507)	1.3M	QoQ +8.20% (+99.7K) YoY +24.13% (+255.7K)	All Managers (Combined)	$76.7M	8.1% ($76.7M/$950.1M)	QoQ +1.32% (+$1.0M) YoY +19.24% (+$12.4M)
(IEFAcusip46432F842)	546.6K	QoQ +2.29% (+12.2K) YoY +21.85% (+98.0K)	All Managers (Combined)	$41.3M	4.4% ($41.3M/$950.1M)	QoQ +10.10% (+$3.8M) YoY +24.20% (+$8.1M)
(IWFcusip464287614)	104.1K	QoQ -2.93% (-3.1K) YoY -6.84% (-7.7K)	All Managers (Combined)	$37.6M	4.0% ($37.6M/$950.1M)	QoQ -12.71% (-$5.5M) YoY -0.20% (-$77.0K)
NVIDIA CORP(NVDAcusip67066G104)	251.9K	QoQ -1.50% (-3.9K) YoY +855.00% (+225.5K)	All Managers (Combined)	$27.3M	2.9% ($27.3M/$950.1M)	QoQ -20.50% (-$7.0M) YoY +14.56% (+$3.5M)
Apple Inc.(AAPLcusip037833100)	120.4K	QoQ +0.94% (-1.1K) YoY -0.14% (-178)	All Managers (Combined)	$26.7M	2.8% ($26.7M/$950.1M)	QoQ -10.45% (-$3.1M) YoY +29.34% (-$6.1M)
(IWDcusip464287598)	136.4K	QoQ -0.77% (-1.1K) YoY -0.13% (-188)	All Managers (Combined)	$25.7M	2.7% ($25.7M/$950.1M)	QoQ +0.84% (-$215.7K) YoY +4.90% (-$1.2M)
(cusip464288158)✕	239.4K	QoQ +2.34% (+5.5K) YoY +25.25% (+48.3K)	All Managers (Combined)	$25.3M	2.7% ($25.3M/$950.1M)	QoQ +2.46% (+$607.0K) YoY +26.29% (+$5.3M)
(IJRcusip464287804)	225.7K	QoQ +11.66% (+23.6K) YoY +30.02% (+52.1K)	All Managers (Combined)	$23.6M	2.5% ($23.6M/$950.1M)	QoQ +1.34% (+$312.3K) YoY +23.02% (+$4.4M)
MICROSOFT CORP(MSFTcusip594918104)	48.9K	QoQ -1.62% (-805) YoY +3.07% (-1.5K)	All Managers (Combined)	$18.3M	1.9% ($18.3M/$950.1M)	QoQ -12.38% (-$2.6M) YoY -8.02% (-$1.6M)
(MUBcusip464288414)	162.3K	QoQ +13.89% (+19.8K) YoY +24.36% (+31.8K)	All Managers (Combined)	$17.1M	1.8% ($17.1M/$950.1M)	QoQ +12.70% (+$1.9M) YoY +21.86% (+$3.1M)
(cusip33739N108)✕	328.0K	QoQ +15.41% (+43.8K) YoY +37.13% (+88.8K)	All Managers (Combined)	$16.5M	1.7% ($16.5M/$950.1M)	QoQ +14.08% (+$2.0M) YoY +34.62% (+$4.3M)
(cusip33739P830)✕	813.0K	QoQ +14.14% (+100.8K) YoY +33.62% (+204.6K)	All Managers (Combined)	$16.2M	1.7% ($16.2M/$950.1M)	QoQ +14.31% (+$2.0M) YoY +33.85% (+$4.1M)
(BNDXcusip92203J407)	288.2K	QoQ +9.86% (+25.9K) YoY +50.69% (+96.9K)	All Managers (Combined)	$14.1M	1.5% ($14.1M/$950.1M)	QoQ +9.35% (+$1.2M) YoY +49.55% (+$4.7M)
(cusip72201R783)✕	148.8K	QoQ +4.52% (+6.4K) YoY +41.00% (+43.3K)	All Managers (Combined)	$13.9M	1.5% ($13.9M/$950.1M)	QoQ +4.50% (+$600.2K) YoY +41.27% (+$4.1M)
AMAZON COM INC(AMZNcusip023135106)	70.9K	QoQ +0.66% (-468) YoY +5.92% (+4.0K)	All Managers (Combined)	$13.5M	1.4% ($13.5M/$950.1M)	QoQ -12.70% (-$2.0M) YoY +11.72% (+$1.4M)
Broadcom Inc.(AVGOcusip11135F101)	55.0K	QoQ -21.82% (-15.4K) YoY +678.77% (-47.9K)	All Managers (Combined)	$9.2M	1.0% ($9.2M/$950.1M)	QoQ -43.54% (-$7.1M) YoY -2.01% (-$189.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	15.3K	QoQ -8.19% (-1.4K) YoY -16.12% (-2.9K)	All Managers (Combined)	$8.6M	0.9% ($8.6M/$950.1M)	QoQ -12.37% (-$1.2M) YoY -10.29% (-$983.0K)