RMR Wealth Builders
Sector Allocation
- Other65.5%$1.1B
- Technology18.3%$313.9M
- Financials4.6%$79.1M
- Consumer Discretionary2.7%$46.2M
- Healthcare2.6%$44.8M
- Industrials1.4%$24.5M
- Consumer Staples1.3%$21.9M
- Energy1.0%$17.4M
- Communication Services0.8%$13.0M
- Materials0.7%$12.7M
AUM History
13fpro.ai/research/fund/rmr-wealth-builders-1803848
Conviction and streaks
Stable · top 10 = 54.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$169.1M
- VANGUARD$166.3M
- VANGUARD$149.2M
- ISHARES$87.6M
- ISHARES$77.6M
- NORTHERN$70.9M
NVDA
$57.8MAAPL
$53.9M- ISHARES$48.7M
- SCHWAB$46.6M
- FIDELITY$36.1M
- ISHARES$34.7M
- ISHARES$32.8M
MSFT
$30.9M- FIRST$23.8M
- PIMCO$23.0M
AMZN
$21.0M- FIRST$18.1M
- ISHARES$17.5M
AVGO
$15.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/rmr-wealth-builders-1803848
RMR Wealth Builders 13F holdings — Q3 2026
$1.7B portfolio (+6.6% QoQ) · 310 holdings · Q3 2026 13F · top 10 are 54% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$169.1M
9.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$166.3M
9.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - MRNGSTR VAL ETF
$149.2M
8.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE S&P MCP ETF
$87.6M
5.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$77.6M
4.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
NORTHERN LTS FD TR II - PEAKSHARES RMR
$70.9M
4.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $57.8M
3.4% of stocks
+1%This quarter+1.8%Since filed7+ qtrsHeld$53.9M
3.1% of stocks
+2%This quarter-1.2%Since filed7+ qtrsHeld- 9
ISHARES TR - RUS 1000 GRW ETF
$48.7M
2.8% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - SHT TM US TRES
$46.6M
2.7% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $169.1M | 9.8% | +3% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $166.3M | 9.7% | +4% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - MRNGSTR VAL ETF | $149.2M | 8.7% | +5% | — | — | — | — | |
| 4 | ISHARES TR - CORE S&P MCP ETF | $87.6M | 5.1% | +6% | — | — | — | — | |
| 5 | ISHARES TR - CORE MSCI EAFE | $77.6M | 4.5% | +6% | — | — | — | — | |
| 6 | NORTHERN LTS FD TR II - PEAKSHARES RMR | $70.9M | 4.1% | +3% | — | — | — | — | |
| 7 | $57.8M | 3.4% | +1% | +1.8% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $53.9M | 3.1% | +2% | -1.2% | 7+ qtrsAdded 4 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - RUS 1000 GRW ETF | $48.7M | 2.8% | -2% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - SHT TM US TRES | $46.6M | 2.7% | +18% | — | — | — | — |
All holdings — RMR Wealth Builders (Q3 2026)
310 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $36.1M | 2.1% | 903K | New | — | — | 13F |
| 12 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $34.7M | 2.0% | 332K | +6% | — | — | 13F |
| 13 | — | ISHARES TR - RUS 1000 VAL ETFetf/fund | — | $32.8M | 1.9% | 132K | -3% | — | — | 13F |
| 14 | MICROSOFT CORP | Technology | $30.9M | 1.8% | 60K | +5% | 7+ qtrsAdded 4 qtrs in a row | 79.8 | 13F | |
| 15 | — | FIRST TR EXCH TRADED FD III - SHRT DUR MNG MUN | — | $23.8M | 1.4% | 1.22M | +6% | — | — | 13F |
| 16 | — | PIMCO ETF TR - 0-5 HIGH YIELDetf/fund | — | $23.0M | 1.3% | 255K | +12% | — | — | 13F |
| 17 | AMAZON COM INC | Consumer Discretionary | $21.0M | 1.2% | 84K | +4% | 7+ qtrsAdded 4 qtrs in a row | 67.5 | 13F | |
| 18 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETFetf/fund | — | $18.1M | 1.1% | 377K | +7% | — | — | 13F |
| 19 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $17.5M | 1.0% | 173K | +6% | — | — | 13F |
| 20 | Broadcom Inc. | Technology | $15.4M | 0.9% | 44K | +0.7% | 7+ qtrs | 84.5 | 13F | |
| 21 | ADVANCED MICRO DEVICES INC | Technology | $14.4M | 0.8% | 24K | -14% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | JPMORGAN CHASE & CO | Financials | $14.3M | 0.8% | 43K | +1% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | SPDR S&P 500 ETF TRUSTetf/fund | — | $13.4M | 0.8% | 18K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | MICRON TECHNOLOGY INC | Technology | $12.4M | 0.7% | 12K | -7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Meta Platforms, Inc. | Technology | $12.3M | 0.7% | 17K | +4% | 7+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOG | Alphabet Inc. | Technology | $12.2M | 0.7% | 36K | +2% | |||
| 27 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $11.7M | 0.7% | 448K | +8% | |||
| 28 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $11.3M | 0.7% | 43K | +252% | |||
| 29 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $9.4M | 0.5% | 13K | -5% | |||
| 30 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $8.9M | 0.5% | 46K | +3% | |||
| 31 | $LLY | ELI LILLY & Co | Healthcare | $8.9M | 0.5% | 7,680 | +4% | |||
| 32 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $8.6M | 0.5% | 17K | +3% | |||
| 33 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $8.4M | 0.5% | 13K | -5% | |||
| 34 | $PANW | Palo Alto Networks Inc | Technology | $8.0M | 0.5% | 20K | -14% | |||
| 35 | $ANET | Arista Networks, Inc. | Technology | $7.9M | 0.5% | 39K | -0.8% | |||
| 36 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $7.5M | 0.4% | 46K | New | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $7.3M | 0.4% | 21K | +6% | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $7.0M | 0.4% | 7,636 | +3% | |||
| 39 | — | FEDERATED HERMES ETF TRUST - TOTA RETU BD ETF | — | $6.8M | 0.4% | 283K | +9% | |||
| 40 | $CVX | CHEVRON CORP | Energy | $6.8M | 0.4% | 33K | +6% | |||
| 41 | — | ISHARES TR - MSCI EAFE ETF | — | $6.7M | 0.4% | 64K | +0.6% | |||
| 42 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $6.4M | 0.4% | 43K | +10% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $6.4M | 0.4% | 61K | +16% | |||
| 44 | $PLTR | Palantir Technologies Inc. | Technology | $6.3M | 0.4% | 33K | +10% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.1M | 0.4% | 23K | +5% | |||
| 46 | $CAT | CATERPILLAR INC | Industrials | $5.6M | 0.3% | 6,963 | +38% | |||
| 47 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.6M | 0.3% | 16K | -22% | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.5M | 0.3% | 19K | +4% | |||
| 49 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.4M | 0.3% | 6,023 | -2% | |||
| 50 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $5.4M | 0.3% | 118K | +7% | |||
| 51 | $NFLX | NETFLIX INC | Communication Services | $5.3M | 0.3% | 76K | +4% | |||
| 52 | $CME | CME GROUP INC. | Financials | $5.3M | 0.3% | 20K | +14% | |||
| 53 | $CEG | Constellation Energy Corp | Utilities | $4.9M | 0.3% | 19K | +13% | |||
| 54 | $GLW | CORNING INC /NY | Materials | $4.8M | 0.3% | 31K | -15% | |||
| 55 | $NEM | NEWMONT Corp /DE/ | Materials | $4.7M | 0.3% | 41K | +21% | |||
| 56 | $MMM | 3M CO | Healthcare | $4.6M | 0.3% | 28K | +4% | |||
| 57 | $AXP | AMERICAN EXPRESS CO | Financials | $4.6M | 0.3% | 15K | +2% | |||
| 58 | $ASML | ASML HOLDING NV | Technology | $4.6M | 0.3% | 2,520 | +22% | |||
| 59 | $GE | GENERAL ELECTRIC CO | Industrials | $4.5M | 0.3% | 15K | +0.7% | |||
| 60 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $4.5M | 0.3% | 5,958 | +12% | |||
| 61 | $WELL | WELLTOWER INC. | Real Estate | $4.5M | 0.3% | 20K | +37% | |||
| 62 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $4.5M | 0.3% | 149K | -2% | |||
| 63 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $4.3M | 0.3% | 64K | +6% | |||
| 64 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $4.2M | 0.2% | 8,185 | -7% | |||
| 65 | $WDC | WESTERN DIGITAL CORP | Technology | $4.2M | 0.2% | 9,160 | +39% | |||
| 66 | $DUK | Duke Energy CORP | Utilities | $4.2M | 0.2% | 36K | +6% | |||
| 67 | $V | VISA INC. | Financials | $4.1M | 0.2% | 11K | -17% | |||
| 68 | $MCD | MCDONALDS CORP | Consumer Discretionary | $4.1M | 0.2% | 18K | +14% | |||
| 69 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.0M | 0.2% | 30K | +6% | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $4.0M | 0.2% | 18K | +5% | |||
| 71 | $UBER | Uber Technologies, Inc | Technology | $3.9M | 0.2% | 57K | +8% | |||
| 72 | $KLAC | KLA CORP | Technology | $3.7M | 0.2% | 19K | -11% | |||
| 73 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.7M | 0.2% | 18K | +5% | |||
| 74 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $3.6M | 0.2% | 40K | +0.1% | |||
| 75 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.5M | 0.2% | 33K | +341% | |||
| 76 | — | ISHARES TR - S&P 100 ETF | — | $3.5M | 0.2% | 9,213 | +0.1% | |||
| 77 | — | PIMCO ETF TR - MULTISECTOR BD | — | $3.5M | 0.2% | 137K | +6% | |||
| 78 | $DELL | Dell Technologies Inc. | Technology | $3.2M | 0.2% | 5,996 | +15% | |||
| 79 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $3.2M | 0.2% | 9,599 | +47% | |||
| 80 | $TWLO | TWILIO INC | Technology | $2.9M | 0.2% | 9,933 | +0.1% | |||
| 81 | $MRK | Merck & Co., Inc. | Healthcare | $2.8M | 0.2% | 19K | +3% | |||
| 82 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.7M | 0.2% | 5,893 | +0.9% | |||
| 83 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.6M | 0.1% | 9,395 | -8% | |||
| 84 | $MA | Mastercard Inc | Financials | $2.5M | 0.1% | 4,444 | +0.5% | |||
| 85 | $INTC | INTEL CORP | Technology | $2.3M | 0.1% | 19K | +0.2% | |||
| 86 | — | ISHARES TR - 1 3 YR TREAS BD | — | $2.3M | 0.1% | 28K | +0.0% | |||
| 87 | $CRM | Salesforce, Inc. | Technology | $2.1M | 0.1% | 9,286 | +1% | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.1% | 24K | New | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $1.9M | 0.1% | 7,214 | -1% | |||
| 90 | $CCL | Carnival Corp Ltd. | Industrials | $1.9M | 0.1% | 77K | New | |||
| 91 | $GM | General Motors Co | Consumer Discretionary | $1.9M | 0.1% | 24K | +2% | |||
| 92 | $BLK | BlackRock, Inc. | Financials | $1.9M | 0.1% | 1,754 | +0.4% | |||
| 93 | $TER | TERADYNE, INC | Technology | $1.8M | 0.1% | 4,594 | -3% | |||
| 94 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.1% | 21K | +0.7% | |||
| 95 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.8M | 0.1% | 3,521 | -0.3% | |||
| 96 | $CBNA | CHAIN BRIDGE BANCORP INC | Financials | $1.8M | 0.1% | 39K | — | |||
| 97 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.7M | 0.1% | 12K | -10% | |||
| 98 | $WT | WisdomTree, Inc. | Financials | $1.7M | 0.1% | 17K | -0.4% | |||
| 99 | $C | CITIGROUP INC | Financials | $1.6M | 0.1% | 12K | +0.6% | |||
| 100 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.6M | 0.1% | 3,959 | +14% | |||
| 101 | $MRVL | Marvell Technology, Inc. | Technology | $1.6M | 0.1% | 6,046 | +0.0% | |||
| 102 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.6M | 0.1% | 3,036 | -14% | |||
| 103 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.6M | 0.1% | 9,101 | +0.9% | |||
| 104 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.5M | 0.1% | 6,927 | -2% | |||
| 105 | $LRCX | LAM RESEARCH CORP | Technology | $1.5M | 0.1% | 4,584 | +0.1% | |||
| 106 | — | ISHARES TR - RUS MID CAP ETF | — | $1.4M | 0.1% | 14K | +4% | |||
| 107 | — | VANECK ETF TRUST - SHRT HGH YLD MUN | — | $1.3M | 0.1% | 60K | +0.8% | |||
| 108 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.3M | 0.1% | 982 | -0.3% | |||
| 109 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | — | $1.3M | 0.1% | 25K | +0.1% | |||
| 110 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $1.3M | 0.1% | 7,657 | +4% | |||
| 111 | $CSX | CSX CORP | Industrials | $1.3M | 0.1% | 27K | +0.1% | |||
| 112 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.3M | 0.1% | 37K | +0.4% | |||
| 113 | $MS | MORGAN STANLEY | Financials | $1.2M | 0.1% | 6,357 | +0.8% | |||
| 114 | $SHOP | SHOPIFY INC. | Technology | $1.2M | 0.1% | 8,008 | +6% | |||
| 115 | $CVS | CVS HEALTH Corp | Healthcare | $1.2M | 0.1% | 14K | -0.3% | |||
| 116 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.2M | 0.1% | 4,164 | -6% | |||
| 117 | $KEYS | Keysight Technologies, Inc. | Technology | $1.2M | 0.1% | 3,168 | +42% | |||
| 118 | $BX | Blackstone Inc. | Financials | $1.1M | 0.1% | 9,927 | +0.3% | |||
| 119 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.1M | 0.1% | 34K | +45% | |||
| 120 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.1M | 0.1% | 20K | +27% | |||
| 121 | — | ISHARES TR - RUS 1000 ETF | — | $1.1M | 0.1% | 2,589 | +0.0% | |||
| 122 | — | ISHARES TR - 0-3 MTH TREASURY | — | $1.1M | 0.1% | 11K | -6% | |||
| 123 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.1M | 0.1% | 16K | +0.3% | |||
| 124 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.0M | 0.1% | 6,919 | +30% | |||
| 125 | $UNP | UNION PACIFIC CORP | Industrials | $1.0M | 0.1% | 3,789 | +0.4% | |||
| 126 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $1.0M | 0.1% | 37K | -0.5% | |||
| 127 | $FRO | Frontline plc | Industrials | $1.0M | 0.1% | 21K | +5% | |||
| 128 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $987K | 0.1% | 6,735 | -2% | |||
| 129 | $CB | Chubb Ltd | Financials | $974K | 0.1% | 2,985 | -2% | |||
| 130 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $959K | 0.1% | 1,575 | -15% | |||
| 131 | $PCAR | PACCAR INC | Industrials | $956K | 0.1% | 8,705 | -0.1% | |||
| 132 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $942K | 0.1% | 4,881 | +0.3% | |||
| 133 | $HUM | HUMANA INC | Healthcare | $941K | 0.1% | 2,467 | — | |||
| 134 | $TFC | TRUIST FINANCIAL CORP | Financials | $941K | 0.1% | 20K | +1% | |||
| 135 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $933K | 0.1% | 6,423 | -1% | |||
| 136 | $GLDM | World Gold Trust | Financials | $882K | 0.1% | 11K | -2% | |||
| 137 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $878K | 0.1% | 2,760 | +3% | |||
| 138 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $864K | 0.1% | 4,096 | +8% | |||
| 139 | $CCZ | COMCAST CORP | Communication Services | $843K | 0.1% | 39K | -1% | |||
| 140 | $NBIS | Nebius Group N.V. | Technology | $830K | 0.1% | 3,519 | +25% | |||
| 141 | $FAST | FASTENAL CO | Industrials | $823K | 0.1% | 17K | +0.4% | |||
| 142 | $PM | Philip Morris International Inc. | Consumer Staples | $812K | 0.1% | 4,254 | +10% | |||
| 143 | $COP | CONOCOPHILLIPS | Energy | $784K | 0.1% | 6,268 | +4% | |||
| 144 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $783K | 0.1% | 15K | -0.4% | |||
| 145 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $779K | 0.1% | 16K | — | |||
| 146 | $DIS | Walt Disney Co | Communication Services | $764K | 0.0% | 7,286 | -2% | |||
| 147 | $GEV | GE Vernova Inc. | Industrials | $759K | 0.0% | 798 | -3% | |||
| 148 | $LIN | LINDE PLC | Materials | $749K | 0.0% | 1,579 | +79% | |||
| 149 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $749K | 0.0% | 9,695 | +21% | |||
| 150 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.0% | 1 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 21 new, 166 added to, 102 trimmed, 25 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
- FIDELITY COVINGTON TRUST - ENHANCED INTL$36.1M
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$7.5M
first bought this quarter
$WFCWELLS FARGO & COMPANY/MN$1.9M
first bought this quarter
$CCLCarnival Corp Ltd.$1.9M
first bought this quarter
$KKRKKR & Co. Inc.$698K
first bought this quarter
$BNBROOKFIELD Corp /ON/$576K
first bought this quarter
+15 more in the Excel export
Added to (166)
$CRWDCrowdStrike Holdings, Inc.+252%
now $11.3M · held 7+ qtrs
- VANGUARD INDEX FDS - MRNGSTR VAL ETF+5%
now $149.2M
- SCHWAB STRATEGIC TR - SHT TM US TRES+18%
now $46.6M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+4%
now $166.3M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF+3%
now $169.1M
- ISHARES TR - CORE S&P MCP ETF+6%
now $87.6M
+160 more in the Excel export
Trimmed (102)
$ORCLORACLE CORP-84%
now $496K · held 7+ qtrs
$AMDADVANCED MICRO DEVICES INC-14%
now $14.4M · held 7+ qtrs
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-84%
now $318K
$TSLATesla, Inc.-22%
now $5.6M · held 7+ qtrs
- FIDELITY COVINGTON TRUST - HIGH DIVID ETF-82%
now $285K
$PANWPalo Alto Networks Inc-14%
now $8.0M · held 7+ qtrs
+96 more in the Excel export
Sold out (25)
$WMWASTE MANAGEMENT INCwas $1.3M
held 10+ qtrs
- J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFwas $956K
$EAELECTRONIC ARTS INC.was $844K
held 10+ qtrs
- SPDR SERIES TRUST - ST INTER ETFwas $841K
- PACER FDS TR - US CASH COWS 100was $802K
$BSTBlackRock Science & Technology Trustwas $718K
+19 more in the Excel export
Holdings by quarter
Every 13F RMR Wealth Builders has filed, 26 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 22, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of RMR Wealth Builders's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.9%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 13% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
RMR Wealth Builders disclosed 310 positions worth $1.7B in its Form 13F-HR for Q3 2026. During the quarter the fund opened 21 new positions and exited 25 and a full exit from $WM. The portfolio is most concentrated in Other (65.5% of disclosed assets). All figures are sourced directly from RMR Wealth Builders’s Form 13F-HR filing with the SEC under CIK 1803848.
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AI-Powered Hedge Fund Analysis: RMR Wealth Builders
13F Pro is an AI hedge fund tracker and stock research platform. For RMR Wealth Builders (SEC CIK: 1803848), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RMR Wealth Builders's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.