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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RMR Wealth Builders

Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001420506-25-002994

Total Value
$1.19B
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736234,889$112.8M9.44%
2VANGUARD INDEX FDS922908363180,562$110.9M9.28%
3VANGUARD INDEX FDS922908744534,142$100.1M8.38%
4ISHARES TR4642875071,450,910$94.7M7.92%
5ISHARES TR46432F842604,482$52.8M4.42%
6ISHARES TR464287614102,296$47.9M4.01%
7NVIDIA CORPORATIONNVDA253,320$47.3M3.96%
8APPLE INCAAPL126,817$32.3M2.70%
9ISHARES TR464287804253,923$30.2M2.53%
10ISHARES TR464288158271,309$29.0M2.42%
11ISHARES TR464287598139,348$28.4M2.37%
12MICROSOFT CORPMSFT50,208$26.0M2.18%
13ISHARES TR464288414182,040$19.4M1.62%
14FIRST TR EXCH TRADED FD III33739N108382,265$19.4M1.62%
15FIRST TR EXCH TRADED FD III33739P830943,851$19.0M1.59%
16PIMCO ETF TR72201R783174,758$16.7M1.40%
17BROADCOM INCAVGO50,090$16.5M1.38%
18AMAZON COM INCAMZN72,370$15.9M1.33%
19SCHWAB STRATEGIC TR808524862547,150$13.4M1.12%
20JPMORGAN CHASE & CO.VYLD36,323$11.5M0.96%
21SPDR S&P 500 ETF TRSPY16,123$10.7M0.90%
22META PLATFORMS INCMETA12,827$9.4M0.79%
23ISHARES TR46428765537,024$9.0M0.75%
24SPDR S&P MIDCAP 400 ETF TRMDY14,905$8.9M0.74%
25INVESCO QQQ TRIVZ12,221$7.3M0.61%
26ALPHABET INCGOOG29,577$7.2M0.60%
27BERKSHIRE HATHAWAY INC DELBRK-A12,844$6.5M0.54%
28NETFLIX INCNFLX5,323$6.4M0.53%
29TESLA INCTSLA13,381$6.0M0.50%
30VISA INCV17,396$5.9M0.50%
31SELECT SECTOR SPDR TR81369Y80320,419$5.8M0.48%
32ISHARES TR46428746561,283$5.7M0.48%
33HOME DEPOT INCHD12,888$5.2M0.44%
34COSTCO WHSL CORP NEW22160K1055,159$4.8M0.40%
35FEDERATED HERMES ETF TRUSTFHI177,888$4.5M0.38%
36CROWDSTRIKE HLDGS INCCRWD8,985$4.4M0.37%
37SCHWAB STRATEGIC TR808524201164,656$4.3M0.36%
38ARISTA NETWORKS INCANET29,569$4.3M0.36%
39ALPHABET INCGOOG17,650$4.3M0.36%
40EXXON MOBIL CORPXOM37,190$4.2M0.35%
41ELI LILLY & COLLY5,302$4.0M0.34%
42ADVANCED MICRO DEVICES INCAMD24,275$3.9M0.33%
43WALMART INCWMT38,003$3.9M0.33%
44BLACKSTONE INCBX22,461$3.8M0.32%
45CONSTELLATION ENERGY CORPCEG10,906$3.6M0.30%
46CHEVRON CORP NEWCVX22,662$3.5M0.29%
47VERIZON COMMUNICATIONS INCVZ79,021$3.5M0.29%
48INTUITIVE SURGICAL INCISRG7,377$3.3M0.28%
49SPDR SERIES TRUST78464A85439,833$3.1M0.26%
50PALANTIR TECHNOLOGIES INCPLTR17,090$3.1M0.26%
51ORACLE CORPORCL-PD10,898$3.1M0.26%
52INTERNATIONAL BUSINESS MACHSINTR10,856$3.1M0.26%
53GOLDMAN SACHS GROUP INCGSCE3,830$3.0M0.26%
54ISHARES TR4642871019,127$3.0M0.25%
55AMERICAN EXPRESS COAXP8,908$3.0M0.25%
56CORNING INCGLW35,354$2.9M0.24%
57MASTERCARD INCORPORATEDMA4,833$2.7M0.23%
58TJX COS INC NEW87254010917,762$2.6M0.21%
59UBER TECHNOLOGIES INCUBER25,817$2.5M0.21%
60PALO ALTO NETWORKS INCPANW12,334$2.5M0.21%
61BLACKROCK INCBLK2,150$2.5M0.21%
62PROCTER AND GAMBLE CO74271810916,255$2.5M0.21%
633M COMMM15,329$2.4M0.20%
64ISHARES TR46428745728,442$2.4M0.20%
65AMERICAN TOWER CORP NEW03027X10012,234$2.4M0.20%
66DUKE ENERGY CORP NEWDUKB18,833$2.3M0.20%
67LINDE PLCLIN4,884$2.3M0.19%
68LOCKHEED MARTIN CORPLMT4,642$2.3M0.19%
69MCDONALDS CORPMCD7,618$2.3M0.19%
70INTUITINTU3,291$2.2M0.19%
71WASTE MGMT INC DEL94106L1099,712$2.1M0.18%
72SPDR DOW JONES INDL AVERAGE78467X1094,608$2.1M0.18%
73VERTEX PHARMACEUTICALS INCVRTX5,323$2.1M0.17%
74PIMCO ETF TR72201R58576,956$2.1M0.17%
75ASML HOLDING N VASMLF2,094$2.0M0.17%
76PHILLIPS 66PSX14,710$2.0M0.17%
77QUALCOMM INCQCOM11,628$1.9M0.16%
78THERMO FISHER SCIENTIFIC INCTMO3,954$1.9M0.16%
79SALESFORCE INCCRM8,089$1.9M0.16%
80MARSH & MCLENNAN COS INC5717481029,060$1.8M0.15%
81CME GROUP INCCME6,683$1.8M0.15%
82SERVICENOW INCNOW1,961$1.8M0.15%
83ABBVIE INCABBV7,621$1.8M0.15%
84WISDOMTREE TRWT19,131$1.7M0.14%
85REGENERON PHARMACEUTICALSREGN2,989$1.7M0.14%
86FIDELITY NATL INFORMATION SV31620M10624,804$1.6M0.14%
87HONEYWELL INTL INC4385161067,550$1.6M0.13%
88GENERAL MTRS CO37045V10025,163$1.5M0.13%
89COMCAST CORP NEWCCZ48,241$1.5M0.13%
90GILEAD SCIENCES INCGILD13,286$1.5M0.12%
91TAIWAN SEMICONDUCTOR MFG LTD8740391005,240$1.5M0.12%
92PUBLIC SVC ENTERPRISE GRP IN74457310617,186$1.4M0.12%
93ISHARES TR46428749914,406$1.4M0.12%
94SELECT SECTOR SPDR TR81369Y60525,548$1.4M0.12%
95SELECT SECTOR SPDR TR81369Y2099,801$1.4M0.11%
96COSTAR GROUP INCCSGP16,036$1.4M0.11%
97SHOPIFY INCSHOP8,817$1.3M0.11%
98COCA COLA COKO19,517$1.3M0.11%
99PNC FINL SVCS GROUP INC6934751056,270$1.3M0.11%
100CITIGROUP INCC-PR12,107$1.2M0.10%
101PHILLIPS EDISON & CO INCPECO34,492$1.2M0.10%
102SCHWAB STRATEGIC TR80852450836,922$1.1M0.09%
103J P MORGAN EXCHANGE TRADED F46641Q67022,391$1.1M0.09%
104TWILIO INCTWLO10,417$1.0M0.09%
105CHUBB LIMITEDCB3,673$1.0M0.09%
106VANECK ETF TRUST92189F6763,147$1.0M0.09%
107MORGAN STANLEYMS-PQ6,374$1.0M0.08%
108CAPITAL ONE FINL CORP14040H1054,736$1.0M0.08%
109CVS HEALTH CORPCVS13,013$981,0230.08%
110CSX CORPCSX27,407$973,2230.08%
111JOHNSON & JOHNSONJNJ5,221$968,1640.08%
112DISNEY WALT CO2546871068,344$955,4240.08%
113SPDR SERIES TRUST78464A7636,809$953,6240.08%
114ISHARES TR4642876222,548$931,2140.08%
115VANECK ETF TRUST92189F38740,550$928,5940.08%
116MONOLITHIC PWR SYS INC6098391051,004$924,3230.08%
117MERCK & CO INCMRK10,743$901,6940.08%
118TEXAS INSTRS INC8825081044,885$897,5360.08%
119SCHWAB STRATEGIC TR80852480538,529$896,9480.08%
120TRUIST FINL CORP89832Q10919,476$890,4430.07%
121SPDR SERIES TRUST78468R73918,100$872,7820.07%
122BANK AMERICA CORP06050510416,733$863,2480.07%
123ISHARES U S ETF TR46431W6488,401$856,3090.07%
124PACCAR INCPCAR8,701$855,4500.07%
125MAIN STR CAP CORP56035L10413,175$837,7710.07%
126CONOCOPHILLIPSCOP8,829$835,1350.07%
127FASTENAL COFAST16,760$821,9040.07%
128GUIDEWIRE SOFTWARE INCGWRE3,559$818,0720.07%
129ISHARES U S ETF TR46431W50715,950$817,9160.07%
130UNION PAC CORPUNP3,383$799,5790.07%
131ELECTRONIC ARTS INCEA3,954$797,5220.07%
132SPDR SERIES TRUST78464A67227,531$795,6560.07%
133INTERCONTINENTAL EXCHANGE IN45866F1044,667$786,2960.07%
134HILTON WORLDWIDE HLDGS INCHLT2,953$766,1260.06%
135LOWES COS INC5486611073,028$760,9900.06%
136BERKSHIRE HATHAWAY INC DELBRK-A1$754,2000.06%
137CHIPOTLE MEXICAN GRILL INCCMG18,995$744,4140.06%
138PUTNAM ETF TRUST74672930017,199$734,7410.06%
139SELECT SECTOR SPDR TR81369Y5068,135$726,7380.06%
140BOOKING HOLDINGS INCBKNG129$696,5060.06%
141NUVEEN NEW YORK AMT QLT MUNINU66,677$684,7110.06%
142SPDR INDEX SHS FDS78463X88915,974$683,5180.06%
143ISHARES TR46434V2829,864$681,4050.06%
144BOSTON SCIENTIFIC CORPBSX6,903$673,9400.06%
145DOCUSIGN INCDOCU9,142$659,0470.06%
146CATERPILLAR INCCAT1,373$655,1270.05%
147HUMANA INCHUM2,452$638,0350.05%
148NEXTERA ENERGY INCNEE-PW8,168$616,5710.05%
149COINBASE GLOBAL INCCOIN1,821$614,6750.05%
150ROYAL GOLD INCRGLD2,993$600,2600.05%
151ADOBE INCADBE1,697$598,5950.05%
152TERADYNE INCTER4,343$597,7710.05%
153AXON ENTERPRISE INCAXON818$587,0300.05%
154SCHWAB CHARLES CORPSCHW-PJ6,119$584,2260.05%
155ENBRIDGE INCENNPF11,565$583,5700.05%
156MICRON TECHNOLOGY INCMU3,334$557,9010.05%
157INVESCO EXCH TRADED FD TR IIIVZ15,588$557,8930.05%
158LAM RESEARCH CORPLRCX4,120$551,6600.05%
159SPDR GOLD TRGLD1,541$547,7240.05%
160ISHARES TR4642886614,500$537,7950.05%
161ULTA BEAUTY INCULTA978$534,7220.04%
162PHILIP MORRIS INTL INC7181721093,259$528,6310.04%
163VANGUARD SCOTTSDALE FDS92206C7145,775$516,1490.04%
164ISHARES TR464287200764$511,2810.04%
165T-MOBILE US INCTMUSZ2,135$511,0760.04%
166MARTIN MARIETTA MATLS INC573284106810$510,5270.04%
167NUVEEN NEW JERSEY QULT MUN FNU40,690$508,1610.04%
168WORLD GOLD TRGLDW6,616$505,7930.04%
169INTEL CORPINTC14,953$501,6730.04%
170TRANSUNIONTRU5,928$496,6480.04%
171CONSOLIDATED EDISON INCED4,927$495,3100.04%
172CISCO SYS INCCSCO6,835$467,6680.04%
173MARVELL TECHNOLOGY INCMRVL5,526$464,5370.04%
174ICICI BANK LIMITEDIBN15,362$464,4070.04%
175GE AEROSPACE3696043011,521$457,6330.04%
176TYLER TECHNOLOGIES INCTYL874$457,2420.04%
177VANGUARD SCOTTSDALE FDS92206C4095,667$453,0020.04%
178L3HARRIS TECHNOLOGIES INCLHX1,479$451,7330.04%
179VANGUARD MUN BD FDS9229077469,013$451,2810.04%
180SPDR SERIES TRUST78464A4094,306$450,0020.04%
181KEYSIGHT TECHNOLOGIES INCKEYS2,537$443,7720.04%
182SHERWIN WILLIAMS COSHW1,273$440,7010.04%
183SPDR SERIES TRUST78468R8539,470$438,6530.04%
184SELECT SECTOR SPDR TR81369Y7042,832$436,7910.04%
185EATON CORP PLCETN1,167$436,7500.04%
186AMERICAN CENTY ETF TR0250727035,511$434,8570.04%
187SPDR SERIES TRUST78464A5992,144$424,0770.04%
188INVESCO EXCHANGE TRADED FD TIVZ2,232$423,4380.04%
189AT&T INCT-PC14,893$420,5700.04%
190DOW INCDOW18,159$416,3860.03%
191THE TRADE DESK INC88339J1058,469$415,0660.03%
192FRONTLINE PLCFRO18,010$410,4590.03%
193ISHARES TR4642886467,651$405,7330.03%
194KLA CORPKLAC376$405,5540.03%
195LPL FINL HLDGS INC50212V1001,214$403,8860.03%
196ELANCO ANIMAL HEALTH INCELAN19,773$398,2280.03%
197GRAYSCALE BITCOIN MINI TR ET3899302077,651$387,3650.03%
198ALIBABA GROUP HLDG LTDBBAAY2,163$386,5930.03%
199SELECT SECTOR SPDR TR81369Y4071,611$386,0210.03%
200ISHARES BITCOIN TRUST ETFIBIT5,923$385,0050.03%
201UNITEDHEALTH GROUP INCUNH1,104$381,3780.03%
202MIDDLEBY CORPMIDD2,867$381,1100.03%
203IRON MTN INC DEL46284V1013,730$380,2640.03%
204HERCULES CAPITAL INCHCXY20,062$379,3690.03%
205RTX CORPORATIONRTX2,267$379,2960.03%
206SELECT SECTOR SPDR TR81369Y8523,200$378,7380.03%
207MCKESSON CORPMCK489$378,0690.03%
208SPDR SERIES TRUST78468R20012,091$373,1390.03%
209ACCENTURE PLC IRELANDACN1,507$371,5440.03%
210MERCADOLIBRE INCMELI157$368,0240.03%
211VANGUARD WORLD FD92204A5041,409$365,8280.03%
212MARKETAXESS HLDGS INCMKTX2,084$363,1370.03%
213DEXCOM INCDXCM5,365$361,0110.03%
214WISDOMTREE TRWT6,769$353,9960.03%
215RPM INTL INC7496851032,999$353,5220.03%
216PAYPAL HLDGS INCPYPL5,248$351,9310.03%
217SCHWAB STRATEGIC TR80852479712,664$345,7400.03%
218SMITH A O CORPAOS4,691$344,3730.03%
219WISDOMTREE TRWT6,856$342,6520.03%
220INVESCO EXCH TRD SLF IDX FDIVZ17,507$342,4380.03%
221APOLLO GLOBAL MGMT INC03769M1062,515$335,1180.03%
222UNIVERSAL DISPLAY CORPOLED2,331$334,8020.03%
223EDWARDS LIFESCIENCES CORPEW4,301$334,4890.03%
224BARRICK MNG CORP06849F10810,202$334,3230.03%
225SCHWAB STRATEGIC TR80852460711,829$330,0300.03%
226FORTINET INCFTNT3,817$320,9330.03%
227BORGWARNER INCBWA7,230$317,8310.03%
228LYONDELLBASELL INDUSTRIES NLYB6,321$309,9820.03%
229MICROCHIP TECHNOLOGY INC.MCHPP4,793$307,7920.03%
230MARRIOTT INTL INC NEW5719032021,147$298,7520.03%
231ALTRIA GROUP INCMO4,397$290,4690.02%
232TIDAL TRUST II88636J52753,084$290,3710.02%
233VANGUARD INDEX FDS9229086521,377$288,2610.02%
234MARATHON PETE CORPMARA1,485$286,2190.02%
235ISHARES TR464287689755$286,0900.02%
236ISHARES TR46434V2903,827$284,5370.02%
237ARES MANAGEMENT CORPORATIONARES-PB1,773$283,4090.02%
238BOEING COBA-PA1,271$274,4180.02%
239ISHARES TR46435U8615,232$273,3970.02%
240TREX CO INCTREX5,266$272,0940.02%
241ROYAL BK CDA7800871021,821$268,2700.02%
242ISHARES INC46434G8554,138$267,7700.02%
243ISHARES TR4642886792,405$265,7190.02%
244SCOTTS MIRACLE-GRO COSMG4,601$262,0270.02%
245FISERV INCFISV2,001$257,9890.02%
246WISDOMTREE TRWT6,281$254,3190.02%
247INVESCO EXCH TRADED FD TR IIIVZ1,025$253,3480.02%
248DEERE & CODE545$248,9820.02%
249TE CONNECTIVITY PLCTEL1,102$241,9280.02%
250FIRST TR EXCHANGE-TRADED FD33739Q2004,832$240,5850.02%
251APPLIED MATLS INC0382221051,170$239,5980.02%
252IDEX CORP45167R1041,463$238,1180.02%
253MONDELEZ INTL INC6092071053,809$237,9540.02%
254KKR & CO INCKKRT1,794$233,1060.02%
255AUTOZONE INCAZO54$231,6730.02%
256GARTNER INCIT878$230,8000.02%
257VANGUARD INDEX FDS922908629782$230,5600.02%
258ON SEMICONDUCTOR CORPON4,669$230,2280.02%
259WISDOMTREE TRWT4,352$227,4750.02%
260GLOBAL X FDS37954Y7156,389$226,3740.02%
261BLACKROCK N Y MUN INCOME TRUBLK21,992$223,6810.02%
262ISHARES TR46436E5694,301$221,5910.02%
263SPDR INDEX SHS FDS78463X5094,691$219,5760.02%
264WISDOMTREE TRWT3,173$218,7610.02%
265BRISTOL-MYERS SQUIBB COCELG-RI4,808$216,8200.02%
266VANGUARD SPECIALIZED FUNDS921908844995$215,5700.02%
267GRAYSCALE BITCOIN TRUST ETFGBTC2,400$215,4480.02%
268ISHARES TR4642886876,776$214,2490.02%
269FIDELITY COVINGTON TRUST3160928243,225$212,4290.02%
270VANGUARD SCOTTSDALE FDS92206C8702,525$212,3780.02%
271NRG ENERGY INCNRG1,298$210,2860.02%
272TRACTOR SUPPLY COTSCO3,677$209,1110.02%
273VANGUARD INDEX FDS922908769635$208,8880.02%
274ISHARES INC46434G7643,091$208,6730.02%
275INVESCO EXCH TRADED FD TR IIIVZ1,718$207,9860.02%
276DRAFTKINGS INC NEWDKNG5,506$205,9240.02%
277J P MORGAN EXCHANGE TRADED F46641Q3323,571$203,9320.02%
278GLOBAL X FDS37954Y48311,455$194,8410.02%
279BCB BANCORP INCBCBP14,175$123,0360.01%
280VALE S AVALE10,803$117,3210.01%
281PIMCO HIGH INCOME FD72201410712,358$62,2580.01%
282FIBROBIOLOGICS INCFBLG38,360$20,9520.00%