Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RMR Wealth Builders (CIK 1803848) reported $1.27B across 276 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($120.9M, 9.52%), VUG ($115.6M, 9.11%), VTV ($112.6M, 8.87%), IJH ($74.9M, 5.90%), IEFA ($62.9M, 4.95%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $120.9M | 9.52% | 202,306 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $115.6M | 9.11% | 264,722 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $112.6M | 8.87% | 573,956 | Added |
| 4 | IJH | ISHARES TR | $74.9M | 5.90% | 1.1M | Trimmed |
| 5 | IEFA | ISHARES TR | $62.9M | 4.95% | 694,475 | Added |
| 6 | HDPMX | NORTHERN LTS FD TR II | $52.8M | 4.16% | 2.3M | Added |
| 7 | NVDA | NVIDIA CORPORATION | $43.5M | 3.43% | 249,419 | Trimmed |
| 8 | IWF | ISHARES TR | $42.6M | 3.36% | 99,977 | Trimmed |
| 9 | AAPL | APPLE INC | $39.1M | 3.08% | 154,071 | Added |
| 10 | SUB | ISHARES TR | $31.4M | 2.47% | 294,637 | Added |
| 11 | IWD | ISHARES TR | $29.3M | 2.31% | 137,184 | Trimmed |
| 12 | FSMB | FIRST TR EXCH TRADED FD III | $21.5M | 1.69% | 1.1M | Added |
| 13 | MSFT | MICROSOFT CORP | $19.9M | 1.56% | 53,629 | Added |
| 14 | SCHO | SCHWAB STRATEGIC TR | $19.3M | 1.52% | 796,357 | Added |
| 15 | HYS | PIMCO ETF TR | $19.1M | 1.50% | 204,908 | Added |
| 16 | FMB | FIRST TR EXCH TRADED FD III | $16.9M | 1.33% | 333,050 | Added |
| 17 | MUB | ISHARES TR | $16.2M | 1.27% | 152,237 | Added |
| 18 | AMZN | AMAZON COM INC | $15.9M | 1.25% | 76,292 | Added |
| 19 | AVGO | BROADCOM INC | $14.1M | 1.11% | 45,577 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $11.4M | 0.90% | 17,486 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $11.5M | 0.90% | 38,941 | Added |
| 22 | CGMU | CAPITAL GRP FIXED INCM ETF T | $10.5M | 0.83% | 385,597 | Added |
| 23 | GOOG | ALPHABET INC | $9.1M | 0.72% | 31,669 | Added |
| 24 | MDY | STATE STR SPDR S&P MIDCAP 40 | $8.6M | 0.68% | 13,966 | Trimmed |
| 25 | META | META PLATFORMS INC | $8.0M | 0.63% | 14,054 | Added |
Source: SEC Form 13F filings · as of 2026-03-31