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
$456B
$40 Million 3.7% of portfolio
253,243
Q2 2025 Added 0.54%
$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%
$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%
$859B
$10.2 Million 0.94% of portfolio
35,237
Q2 2025 Added 4.69%
$1.78T
$8.88 Million 0.82% of portfolio
12,032
Q2 2025 Added 2.53%
$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%
$621B
$5.6 Million 0.52% of portfolio
11,526
Q2 2025 Added 47.26%
$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%
$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%
$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%
$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%
$232B
$2.59 Million 0.24% of portfolio
9,510
Q2 2025 Added 7.66%
$368B
$2.6 Million 0.24% of portfolio
16,325
Q2 2025 Added 13.13%
$57.7B
$2.57 Million 0.24% of portfolio
21,576
Q2 2025 New
$548B
$2.62 Million 0.24% of portfolio
4,656
Q2 2025 Added 4.04%
$95.3B
$2.37 Million 0.22% of portfolio
10,721
Q2 2025 Added 4.53%
$201B
$2.42 Million 0.22% of portfolio
3,076
Q2 2025 Added 4.59%
$95.6B
$2.32 Million 0.21% of portfolio
10,152
Q2 2025 Added 5.65%
$684B
$2.25 Million 0.21% of portfolio
10,307
Q2 2025 Added 11.1%
$99.5B
$2.27 Million 0.21% of portfolio
5,100
Q2 2025 Added 5.48%
$182B
$2.26 Million 0.21% of portfolio
24,250
Q2 2025 Added 9.4%
$87.3B
$2.2 Million 0.2% of portfolio
14,423
Q2 2025 Added 6.55%
$282B
$2.12 Million 0.2% of portfolio
14,924
Q2 2025 Reduced 12.6%
$101B
$2.06 Million 0.19% of portfolio
9,433
Q2 2025 Reduced 0.69%
$222B
$2.08 Million 0.19% of portfolio
7,104
Q2 2025 Added 7.91%
$367B
$2.1 Million 0.19% of portfolio
15,436
Q2 2025 Added 139.47%
$155B
$2.08 Million 0.19% of portfolio
16,822
Q2 2025 Added 7.2%
$38.4B
$2.01 Million 0.19% of portfolio
3,654
Q2 2025 Added 8.81%
$113B
$2.03 Million 0.19% of portfolio
4,389
Q2 2025 Added 17.26%
$95.8B
$2.07 Million 0.19% of portfolio
17,534
Q2 2025 Added 7.65%
$172B
$1.85 Million 0.17% of portfolio
1,798
Q2 2025 Added 12.94%
$99.2B
$1.8 Million 0.17% of portfolio
6,532
Q2 2025 Added 0.43%
$43.6B
$1.83 Million 0.17% of portfolio
22,540
Q2 2025 Added 6.62%
$150B
$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
Track This Portfolio

Track Rmr Wealth Builders Portfolio

Follow Rmr Wealth Builders and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email