Q3 2026 13F · SEC CIK 1803848

RMR Wealth Builders

Wealth managerFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 310
Top holdings a year, 3 yrs: +17.8%
Assets under management: $2.9B

RMR Wealth Builders is a wealth manager that reported 310 positions worth $1.7B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Vanguard Index Fds (VUG, 9.9%), Vanguard Index Fds (VOO, 9.7%), Vanguard Index Fds (VTV, 8.7%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

RMR Wealth Builders holdings largest 50 of 310 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

RMR Wealth Builders 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VUGVanguard Index Fds	9.9%	9.7%	1,876,729	+3.3%	$169.1M
VOOVanguard Index Fds	9.7%	9.7%	237,330	+4.3%	$166.3M
VTVVanguard Index Fds	8.7%	8.9%	690,582	+5.1%	$149.2M
IJHIshares Tr	5.1%	5.5%	1,218,114	+5.6%	$87.6M
IEFAIshares Tr	4.5%	4.5%	801,453	+6.4%	$77.6M
PRMRNorthern Lts Fd Tr II	4.1%	4.3%	2,478,607	+3.4%	$70.9M
NVDANvidia Corporation	3.4%	3.1%	252,608	+1.2%	$57.8M
AAPLApple Inc	3.1%	2.8%	161,937	+2.3%	$53.9M
IWFIshares Tr	2.8%	3.1%	388,902	-2.2%	$48.7M
SCHOSchwab Strategic Tr	2.7%	2.5%	1,954,478	+18.4%	$46.6M
FENIFidelity Covington Trust	2.1%	—	903,425	—	$36.1M
SUBIshares Tr	2.0%	2.1%	331,561	+5.9%	$34.7M
IWDIshares Tr	1.9%	2.1%	132,129	-3.2%	$32.8M
MSFTMicrosoft Corp	1.8%	1.3%	60,271	+4.9%	$30.9M
FSMBFirst Tr Exch Traded Fd III	1.4%	1.4%	1,223,928	+6.3%	$23.8M
HYSPimco 0-5 Year High Yield Corporate Bond	1.3%	1.3%	254,561	+11.7%	$23.0M
AMZNAmazon Com Inc	1.2%	1.2%	84,353	+3.6%	$21.0M
FMBFirst Tr Exch Traded Fd III	1.1%	1.1%	377,337	+7.3%	$18.1M
MUBIshares Tr	1.0%	1.1%	172,822	+6.3%	$17.5M
AVGOBroadcom Inc	0.9%	1.0%	43,735	+0.7%	$15.4M
AMDAdvanced Micro Devices Inc	0.8%	1.0%	23,551	-14.1%	$14.4M
JPMJpmorgan Chase & Co	0.8%	0.9%	43,284	+1.4%	$14.3M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	17,539	-0.0%	$13.4M
MUMicron Technology Inc	0.7%	0.9%	11,686	-7.3%	$12.4M
METAMeta Platforms Inc	0.7%	0.6%	16,920	+3.7%	$12.3M
GOOGAlphabet Inc	0.7%	0.8%	35,885	+2.4%	$12.2M
CGMUCapital Grp Fixed Incm ETF T	0.7%	0.7%	448,434	+8.2%	$11.7M
CRWDCrowdstrike Hldgs Inc	0.7%	0.6%	42,539	+251.5%	$11.3M
QQQInvesco Qqq Tr	0.5%	0.6%	12,647	-5.2%	$9.4M
XLKSelect Sector Spdr Tr	0.5%	0.5%	45,572	+3.2%	$8.9M
LLYEli Lilly & Co	0.5%	0.6%	7,680	+3.7%	$8.9M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	17,281	+2.8%	$8.6M
MDYState Str Spdr S&p Midcap 40	0.5%	0.6%	12,721	-5.0%	$8.4M
PANWPalo Alto Networks Inc	0.5%	0.5%	20,155	-14.0%	$8.0M
ANETArista Networks Inc	0.5%	0.4%	38,694	-0.8%	$7.9M
XOMExxonmobil Holdings Corp	0.4%	—	46,241	—	$7.5M
GOOGLAlphabet Inc	0.4%	0.4%	21,252	+6.3%	$7.3M
COSTCostco Wholesale Corporation	0.4%	0.4%	7,636	+2.9%	$7.0M
FTRBFederated Hermes ETF Trust	0.4%	0.4%	283,083	+9.4%	$6.8M
CVXChevron Corporation	0.4%	0.3%	33,284	+5.8%	$6.8M
EFAIshares Tr	0.4%	0.4%	64,266	+0.6%	$6.7M
GILDGilead Sciences Inc	0.4%	—	42,950	—	$6.4M
WMTWalmart Inc	0.4%	0.4%	61,330	+15.7%	$6.4M
PLTRPalantir Technologies Inc	0.4%	—	33,428	—	$6.3M
JNJJohnson & Johnson	0.4%	0.3%	23,089	+4.7%	$6.1M
CATCaterpillar Inc	0.3%	0.3%	6,963	+37.7%	$5.6M
TSLATesla Inc	0.3%	0.5%	15,796	-21.6%	$5.6M
HDHome Depot Inc	0.3%	0.4%	19,313	+3.9%	$5.5M
GSGoldman Sachs Group Inc	0.3%	0.4%	6,023	-1.6%	$5.4M
VZVerizon Communications Inc	0.3%	—	118,144	—	$5.4M

What RMR Wealth Builders bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+251.5% shares
CAT Caterpillar Inc+37.7% shares
SCHO Schwab Strategic Tr+18.4% shares
WMT Walmart Inc+15.7% shares
HYS Pimco 0-5 Year High Yield Corporate Bond+11.7% shares
FTRB Federated Hermes ETF Trust+9.4% shares
CGMU Capital Grp Fixed Incm ETF T+8.2% shares
FMB First Tr Exch Traded Fd III+7.3% shares

Reduced

TSLA Tesla Inc-21.6% shares
AMD Advanced Micro Devices Inc-14.1% shares
PANW Palo Alto Networks Inc-14.0% shares
MU Micron Technology Inc-7.3% shares
QQQ Invesco Qqq Tr-5.2% shares
MDY State Str Spdr S&p Midcap 40-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +17.8% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.7B	310
Q2 2026	$1.6B	316
Q1 2026	$1.3B	277
Q4 2025	$1.2B	275
Q3 2025	$1.2B	282
Q2 2025	$1.1B	285
Q1 2025	$950.1M	259
Q4 2024	$967.5M	256
Q3 2024	$943.7M	260
Q2 2024	$871.4M	250
Q1 2024	$827.0M	259
Q4 2023	$711.8M	232

Questions about RMR Wealth Builders's portfolio

What stocks does RMR Wealth Builders own?

RMR Wealth Builders's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 310 positions worth $1.7B. The largest are Vanguard Index Fds (VUG) at 9.9%, Vanguard Index Fds (VOO) at 9.7%, Vanguard Index Fds (VTV) at 8.7%, Ishares Tr (IJH) at 5.1% and Ishares Tr (IEFA) at 4.5%.

What did RMR Wealth Builders buy last quarter?

In Q3 2026, RMR Wealth Builders added Crowdstrike Hldgs Inc (CRWD) (+251.5% shares), Caterpillar Inc (CAT) (+37.7% shares) and Schwab Strategic Tr (SCHO) (+18.4% shares), compared with its Q2 2026 filing.

What did RMR Wealth Builders sell last quarter?

In Q3 2026, RMR Wealth Builders cut from its top 50 Corning Inc (GLW), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Applied Matls Inc (AMAT), cut from its top 50 Ge Aerospace (GE), cut from its top 50 Netflix Inc. (NFLX), Tesla Inc (TSLA) (-21.6% shares), Advanced Micro Devices Inc (AMD) (-14.1% shares) and Palo Alto Networks Inc (PANW) (-14.0% shares), compared with its Q2 2026 filing.

How has RMR Wealth Builders's portfolio performed?

A portfolio copying RMR Wealth Builders's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is RMR Wealth Builders's next 13F filing due?

13F filings are due 45 days after each quarter ends. RMR Wealth Builders's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does RMR Wealth Builders manage?

RMR Wealth Builders reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.