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 Market Cap. of $2 Billions to $10 Billions
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