RMR Wealth Builders
CIK 1803848
13F filing for Q2 2026・No. 1,910
- Holdings
- US$1.61B
- Quarter change
- +US$340.4M
- Entries
- 316
- Net bought (estimate)
- +US$142.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 50
- Sold out 11
- Cut 86
- Added 157
- Corporate actions 2
- Unchanged 23
Largest holdings
316 stocks worth US$1.61B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 7:1 | 1,816,708 | US$156.49M | 9.72% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 227,464 | US$156.22M | 9.70% |
| VANGUARD INDEX FDSVALUE ETF | Added | 656,979 | US$143.18M | 8.89% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,153,024 | US$88.91M | 5.52% |
| ISHARES TRCORE MSCI EAFE | Added | 753,130 | US$72.74M | 4.52% |
| NORTHERN LTS FD TR IIPEAKSHARES RMR | Added | 2,397,610 | US$68.52M | 4.25% |
| NVDANvidiaCOM | Added | 249,506 | US$49.92M | 3.10% |
| IWFISHARES TRRUS 1000 GRW ETF | CutSplit 4:1 | 397,795 | US$49.39M | 3.07% |
| AAPLAppleCOM | Added | 158,266 | US$45.8M | 2.84% |
| SCHWAB STRATEGIC TRSHT TM US TRES | Added | 1,650,711 | US$39.85M | 2.47% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.