RMR Wealth Builders
RMR Wealth Builders reported 316 positions worth $1.61B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: VUG (9.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $156.5M | 9.72% | 1,816,708 | — | — | |
| ▸ 2 | VOO | SH | $156.2M | 9.70% | 227,464 | — | — | |
| ▸ 3 | VTV | SH | $143.2M | 8.89% | 656,979 | — | — | |
| ▸ 4 | IJH | SH | $88.9M | 5.52% | 1,153,024 | — | — | |
| ▸ 5 | IEFA | SH | $72.7M | 4.52% | 753,130 | — | — | |
| ▸ 6 | PRMR | SH | $68.5M | 4.25% | 2,397,610 | — | — | |
| ▸ 7 | NVDA | SH | $49.9M | 3.10% | 249,506 | — | — | |
| ▸ 8 | IWF | SH | $49.4M | 3.07% | 397,795 | — | — | |
| ▸ 9 | AAPL | SH | $45.8M | 2.84% | 158,266 | — | — | |
| ▸ 10 | SCHO | SH | $39.8M | 2.47% | 1,650,711 | — | — |
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Frequently Asked Questions
What stocks does RMR Wealth Builders hold as of Q2 2026?
RMR Wealth Builders reported 316 positions worth $1.61B in its Q2 2026 13F filing. Largest positions: VUG (9.7%), VOO (9.7%), VTV (8.9%), IJH (5.5%) and IEFA (4.5%).
What did RMR Wealth Builders buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RMR Wealth Builders sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.