Rmr Wealth Builders Portfolio Holdings
Rmr Wealth Builders
- $1.17 Billion
- Q3 2025
Rmr Wealth Builders has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 282 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $113M, Vanguard Index Fds S&P 500 ETF with a value of $111M, Vanguard Value ETF with a value of $99.6M, Ishares Core S&P Mid Cap ETF with a value of $94.7M, and Ishares Tr with a value of $52.8M.
Examining the 13F form we can see an increase of $92.9M in the current position value, from $1.08B to 1.17B.
Below you can find more details about Rmr Wealth Builders portfolio as well as his latest detailed transactions.
Portfolio value
$1.17 Billion
ETFs: $790 Million
Technology: $173 Million
Financial Services: $55 Million
Consumer Cyclical: $39 Million
Communication Services: $36 Million
Healthcare: $22.5 Million
Industrials: $17.1 Million
Consumer Defensive: $13.5 Million
Other: $28.4 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 282
- Current Value $1.17 Billion
- Prior Value $1.08 Billion
- Filing
- Period Q3 2025
- Filing Date November 05, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 19 stocks
- Additional Purchases 158 stocks
- Sold out of 0 stocks
- Reduced holdings in 84 stocks