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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$40 Million 3.7% of portfolio
253,243
Q2 2025 Added 0.54%
$3.98T
$26.1 Million 2.41% of portfolio
127,314
Q2 2025 Added 5.75%
$3.81T
$25.3 Million 2.34% of portfolio
50,830
Q2 2025 Added 4.05%
$2.18T
$15.9 Million 1.47% of portfolio
72,315
Q2 2025 Added 2.01%
$143B
$15.4 Million 1.43% of portfolio
56,001
Q2 2025 Added 1.8%
$876B
$10.2 Million 0.94% of portfolio
35,237
Q2 2025 Added 4.69%
$1.61T
$8.88 Million 0.82% of portfolio
12,032
Q2 2025 Added 2.53%
$527B
$6.92 Million 0.64% of portfolio
5,167
Q2 2025 Added 0.1%
$548B
$6.22 Million 0.57% of portfolio
17,524
Q2 2025 Added 1.68%
$646B
$5.6 Million 0.52% of portfolio
11,526
Q2 2025 Added 47.26%
$410B
$4.82 Million 0.45% of portfolio
4,869
Q2 2025 Added 1.56%
$397B
$4.67 Million 0.43% of portfolio
12,739
Q2 2025 Added 5.35%
$104B
$4.53 Million 0.42% of portfolio
8,901
Q2 2025 Added 3.37%
$1.53T
$4.11 Million 0.38% of portfolio
23,182
Q2 2025 Added 2.08%
$779B
$4.05 Million 0.37% of portfolio
5,194
Q2 2025 Added 5.63%
$1.35T
$4 Million 0.37% of portfolio
12,599
Q2 2025 Added 1.78%
$131B
$3.53 Million 0.33% of portfolio
10,939
Q2 2025 Reduced 0.13%
$112B
$3.47 Million 0.32% of portfolio
23,225
Q2 2025 Added 15.99%
$154B
$3.38 Million 0.31% of portfolio
6,216
Q2 2025 Added 6.64%
$170B
$3.26 Million 0.3% of portfolio
75,410
Q2 2025 Added 4.3%
$1.5T
$3.16 Million 0.29% of portfolio
17,932
Q2 2025 Added 5.34%
$297B
$3.09 Million 0.29% of portfolio
21,598
Q2 2025 Added 7.65%
$289B
$3.01 Million 0.28% of portfolio
30,825
Q2 2025 Reduced 0.55%
$247B
$2.96 Million 0.27% of portfolio
10,046
Q2 2025 Added 20.28%
$259B
$2.84 Million 0.26% of portfolio
4,014
Q2 2025 Reduced 0.47%
$241B
$2.68 Million 0.25% of portfolio
8,394
Q2 2025 Added 4.73%
$246B
$2.59 Million 0.24% of portfolio
9,510
Q2 2025 Added 7.66%
$355B
$2.6 Million 0.24% of portfolio
16,325
Q2 2025 Added 13.13%
$61.7B
$2.57 Million 0.24% of portfolio
21,576
Q2 2025 New
$524B
$2.62 Million 0.24% of portfolio
4,656
Q2 2025 Added 4.04%
$89.1B
$2.37 Million 0.22% of portfolio
10,721
Q2 2025 Added 4.53%
$182B
$2.42 Million 0.22% of portfolio
3,076
Q2 2025 Added 4.59%
$87.6B
$2.32 Million 0.21% of portfolio
10,152
Q2 2025 Added 5.65%
$844B
$2.25 Million 0.21% of portfolio
10,307
Q2 2025 Added 11.1%
$105B
$2.27 Million 0.21% of portfolio
5,100
Q2 2025 Added 5.48%
$183B
$2.26 Million 0.21% of portfolio
24,250
Q2 2025 Added 9.4%
$83.7B
$2.2 Million 0.2% of portfolio
14,423
Q2 2025 Added 6.55%
$379B
$2.12 Million 0.2% of portfolio
14,924
Q2 2025 Reduced 12.6%
$92.5B
$2.06 Million 0.19% of portfolio
9,433
Q2 2025 Reduced 0.69%
$225B
$2.08 Million 0.19% of portfolio
7,104
Q2 2025 Added 7.91%
$350B
$2.1 Million 0.19% of portfolio
15,436
Q2 2025 Added 139.47%
$166B
$2.08 Million 0.19% of portfolio
16,822
Q2 2025 Added 7.2%
$38.9B
$2.01 Million 0.19% of portfolio
3,654
Q2 2025 Added 8.81%
$129B
$2.03 Million 0.19% of portfolio
4,389
Q2 2025 Added 17.26%
$98.1B
$2.07 Million 0.19% of portfolio
17,534
Q2 2025 Added 7.65%
$181B
$1.85 Million 0.17% of portfolio
1,798
Q2 2025 Added 12.94%
$94.4B
$1.8 Million 0.17% of portfolio
6,532
Q2 2025 Added 0.43%
$40B
$1.83 Million 0.17% of portfolio
22,540
Q2 2025 Added 6.62%
$147B
$1.88 Million 0.17% of portfolio
6,281
Q2 2025 Added 7.28%

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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