Rmr Wealth Builders Portfolio Holdings

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025

Rmr Wealth Builders has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $99.2M, Vanguard Index Fds S&P 500 ETF with a value of $97.6M, Vanguard Value ETF with a value of $89M, Ishares Core S&P Mid Cap ETF with a value of $85.7M, and Ishares Tr with a value of $48.1M.

Examining the 13F form we can see an increase of $145M in the current position value, from $936M to 1.08B.

Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.

Portfolio value $1.08 Billion
ETFs: $726 Million
Technology: $154 Million
Financial Services: $53.2 Million
Consumer Cyclical: $35.4 Million
Communication Services: $32 Million
Healthcare: $21.4 Million
Industrials: $16.7 Million
Consumer Defensive: $13 Million
Other: $29.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$99.2 Million 9.17% of portfolio
226,185
Q2 2025 Reduced 0.21%
$0
$97.6 Million 9.02% of portfolio
171,843
Q2 2025 Added 3.33%
$0
$89 Million 8.23% of portfolio
503,771
Q2 2025 Added 5.92%
$0
$85.7 Million 7.92% of portfolio
1,381,169
Q2 2025 Added 5.02%
$0
$48.1 Million 4.45% of portfolio
576,384
Q2 2025 Added 5.45%
$0
$43.7 Million 4.04% of portfolio
103,644
Q2 2025 Reduced 0.4%
$456B
$40 Million 3.7% of portfolio
253,243
Q2 2025 Added 0.54%
$0
$27.1 Million 2.51% of portfolio
255,040
Q2 2025 Added 6.55%
$0
$26.8 Million 2.48% of portfolio
137,894
Q2 2025 Added 1.13%
$0
$26.3 Million 2.43% of portfolio
240,711
Q2 2025 Added 6.64%
$3.69T
$26.1 Million 2.41% of portfolio
127,314
Q2 2025 Added 5.75%
$3.95T
$25.3 Million 2.34% of portfolio
50,830
Q2 2025 Added 4.05%
$0
$17.9 Million 1.66% of portfolio
171,467
Q2 2025 Added 5.66%
$0
$17.4 Million 1.61% of portfolio
349,793
Q2 2025 Added 6.64%
$0
$17.2 Million 1.59% of portfolio
862,168
Q2 2025 Added 6.05%
$2.26T
$15.9 Million 1.47% of portfolio
72,315
Q2 2025 Added 2.01%
$127B
$15.4 Million 1.43% of portfolio
56,001
Q2 2025 Added 1.8%
$0
$15.2 Million 1.4% of portfolio
159,615
Q2 2025 Added 7.28%
$0
$10.9 Million 1.0% of portfolio
445,132
Q2 2025 Added 31.94%
$859B
$10.2 Million 0.94% of portfolio
35,237
Q2 2025 Added 4.69%
$0
$9.97 Million 0.92% of portfolio
16,129
Q2 2025 Added 5.37%
$1.78T
$8.88 Million 0.82% of portfolio
12,032
Q2 2025 Added 2.53%
$0
$8.32 Million 0.77% of portfolio
14,686
Q2 2025 Added 2.25%
$0
$7.96 Million 0.74% of portfolio
36,872
Q2 2025 Added 0.73%
$545B
$6.92 Million 0.64% of portfolio
5,167
Q2 2025 Added 0.1%
$551B
$6.22 Million 0.57% of portfolio
17,524
Q2 2025 Added 1.68%
$0
$6.19 Million 0.57% of portfolio
11,217
Q2 2025 Added 3.34%
$621B
$5.6 Million 0.52% of portfolio
11,526
Q2 2025 Added 47.26%
$0
$5.45 Million 0.5% of portfolio
61,008
Q2 2025 Added 0.11%
$0
$5.15 Million 0.48% of portfolio
20,323
Q2 2025 Added 0.01%
$439B
$4.82 Million 0.45% of portfolio
4,869
Q2 2025 Added 1.56%
$405B
$4.67 Million 0.43% of portfolio
12,739
Q2 2025 Added 5.35%
$93.6B
$4.53 Million 0.42% of portfolio
8,901
Q2 2025 Added 3.37%
$1.24T
$4.11 Million 0.38% of portfolio
23,182
Q2 2025 Added 2.08%
$0
$4.11 Million 0.38% of portfolio
167,965
Q2 2025 Added 8.49%
$608B
$4.05 Million 0.37% of portfolio
5,194
Q2 2025 Added 5.63%
$1.08T
$4 Million 0.37% of portfolio
12,599
Q2 2025 Added 1.78%
$442B
$4.04 Million 0.37% of portfolio
37,479
Q2 2025 Added 1.44%
$111B
$3.53 Million 0.33% of portfolio
10,939
Q2 2025 Reduced 0.13%
$123B
$3.47 Million 0.32% of portfolio
23,225
Q2 2025 Added 15.99%
$169B
$3.38 Million 0.31% of portfolio
6,216
Q2 2025 Added 6.64%
$182B
$3.26 Million 0.3% of portfolio
75,410
Q2 2025 Added 4.3%
$1.21T
$3.16 Million 0.29% of portfolio
17,932
Q2 2025 Added 5.34%
$302B
$3.09 Million 0.29% of portfolio
21,598
Q2 2025 Added 7.65%
$281B
$3.01 Million 0.28% of portfolio
30,825
Q2 2025 Reduced 0.55%
$0
$2.88 Million 0.27% of portfolio
39,667
Q2 2025 Added 0.15%
$210B
$2.96 Million 0.27% of portfolio
10,046
Q2 2025 Added 20.28%
$254B
$2.84 Million 0.26% of portfolio
4,014
Q2 2025 Reduced 0.47%
$227B
$2.68 Million 0.25% of portfolio
8,394
Q2 2025 Added 4.73%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.08 Billion
  • Prior Value $936 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 143 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 stocks
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