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
$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%
$0
$2.44 Million 0.23% of portfolio
29,501
Q2 2025 Added 0.01%
$95.3B
$2.37 Million 0.22% of portfolio
10,721
Q2 2025 Added 4.53%
$0
$2.42 Million 0.22% of portfolio
9,098
Q2 2025 Added 0.15%
$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%
$0
$2.13 Million 0.2% of portfolio
4,828
Q2 2025 Reduced 2.8%
$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%
$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%
$0
$1.87 Million 0.17% of portfolio
22,338
Q2 2025 Added 72.04%
$150B
$1.88 Million 0.17% of portfolio
6,281
Q2 2025 Added 7.28%
$173B
$1.81 Million 0.17% of portfolio
11,391
Q2 2025 Added 8.85%
$55.6B
$1.73 Million 0.16% of portfolio
32,919
Q2 2025 Added 6.86%
$3.94B
$1.75 Million 0.16% of portfolio
49,840
Q2 2025 Added 4.43%
$0
$1.76 Million 0.16% of portfolio
34,473
Q2 2025 New
$295B
$1.76 Million 0.16% of portfolio
2,200
Q2 2025 Added 4.27%
$146B
$1.74 Million 0.16% of portfolio
7,452
Q2 2025 Added 1.1%
$141B
$1.65 Million 0.15% of portfolio
46,349
Q2 2025 Reduced 3.55%
$351B
$1.47 Million 0.14% of portfolio
7,906
Q2 2025 Reduced 4.79%
$306B
$1.47 Million 0.14% of portfolio
20,799
Q2 2025 Added 1.3%
$187B
$1.45 Million 0.13% of portfolio
3,574
Q2 2025 Added 24.57%
$150B
$1.44 Million 0.13% of portfolio
12,970
Q2 2025 Added 3.84%
$112B
$1.37 Million 0.13% of portfolio
4,737
Q2 2025 Added 4.52%
$59.7B
$1.44 Million 0.13% of portfolio
2,734
Q2 2025 Added 27.7%
$0
$1.36 Million 0.13% of portfolio
10,068
Q2 2025 Added 1.82%
$43.8B
$1.43 Million 0.13% of portfolio
17,022
Q2 2025 Added 0.12%
$0
$1.27 Million 0.12% of portfolio
13,793
Q2 2025 Added 6.43%
$0
$1.34 Million 0.12% of portfolio
25,524
Q2 2025 Reduced 0.83%
$16.5B
$1.29 Million 0.12% of portfolio
10,391
Q2 2025 Reduced 0.04%
$102B
$1.16 Million 0.11% of portfolio
6,335
Q2 2025 Reduced 0.16%
$77.3B
$1.15 Million 0.11% of portfolio
6,190
Q2 2025 Added 1.81%
$1.27T
$1.2 Million 0.11% of portfolio
5,304
Q2 2025 Reduced 7.82%
$76.9B
$1.23 Million 0.11% of portfolio
25,046
Q2 2025 Reduced 0.39%
$178B
$1.23 Million 0.11% of portfolio
10,675
Q2 2025 Added 2.55%

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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