RMR Wealth Builders

Institutional manager (13F) · CIK 1803848

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$121M	202,306
2	VANGUARD INDEX FDS	$116M	264,722
3	VANGUARD INDEX FDS	$113M	573,956
4	ISHARES TR	$75M	1,109,425
5	ISHARES TR	$63M	694,475
6	NORTHERN LTS FD TR II	$53M	2,257,306
7	NVIDIA CORPORATION	$44M	249,419
8	ISHARES TR	$43M	99,977
9	APPLE INC	$39M	154,071
10	ISHARES TR	$31M	294,637
11	ISHARES TR	$29M	137,184
12	FIRST TR EXCH TRADED FD III	$22M	1,077,267
13	MICROSOFT CORP	$20M	53,629
14	SCHWAB STRATEGIC TR	$19M	796,357
15	PIMCO ETF TR	$19M	204,908
16	FIRST TR EXCH TRADED FD III	$17M	333,050
17	ISHARES TR	$16M	152,237
18	AMAZON COM INC	$16M	76,292
19	BROADCOM INC	$14M	45,577
20	JPMORGAN CHASE & CO	$11M	38,941
21	STATE STR SPDR S&P 500 ETF T	$11M	17,486
22	CAPITAL GRP FIXED INCM ETF T	$10M	385,597
23	ALPHABET INC	$9M	31,669
24	STATE STR SPDR S&P MIDCAP 40	$9M	13,966
25	META PLATFORMS INC	$8M	14,054
26	INVESCO QQQ TR	$7M	12,279
27	BERKSHIRE HATHAWAY INC DEL	$7M	13,855
28	EXXON MOBIL CORP	$6M	36,850
29	COSTCO WHOLESALE CORPORATION	$6M	6,187
30	ISHARES TR	$6M	63,303
31	TESLA INC	$6M	16,122
32	FEDERATED HERMES ETF TRUST	$6M	235,346
33	VISA INC	$6M	19,232
34	NETFLIX INC.	$6M	59,118
35	ALPHABET INC	$6M	19,449
36	ELI LILLY & CO	$6M	6,020
37	SELECT SECTOR SPDR TR	$6M	41,557
38	ADVANCED MICRO DEVICES INC	$5M	26,363
39	CHEVRON CORPORATION	$5M	25,624
40	WALMART INC	$5M	41,684
41	HOME DEPOT INC	$5M	15,100
42	VERIZON COMMUNICATIONS INC	$4M	87,898
43	GOLDMAN SACHS GROUP INC	$4M	5,058
44	JOHNSON & JOHNSON	$4M	17,434
45	SCHWAB STRATEGIC TR	$4M	163,774
46	CORNING INC	$4M	30,645
47	CROWDSTRIKE HLDGS INC	$4M	10,510
48	ARISTA NETWORKS INC	$4M	31,638
49	MICRON TECHNOLOGY INC	$4M	10,850
50	BLACKSTONE INC	$4M	31,289

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.