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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 Q4 2025 · Filed January 29, 2026 · Accession 0001420506-26-000102

Total Value
$1.25B
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363187,658$117.7M9.42%
2VANGUARD INDEX FDS922908736238,376$116.3M9.30%
3VANGUARD INDEX FDS922908744556,263$106.2M8.50%
4ISHARES TR4642875071,134,512$74.9M5.99%
5ISHARES TR46432F842650,800$58.2M4.66%
6ISHARES TR464287614100,602$47.6M3.81%
7NVIDIA CORPORATIONNVDA252,669$47.1M3.77%
8NORTHERN LTS FD TR IINTRSO1,802,886$44.9M3.59%
9APPLE INCAAPL132,523$36.0M2.88%
10ISHARES TR464288158288,038$30.7M2.46%
11ISHARES TR464287598138,448$29.1M2.33%
12MICROSOFT CORPMSFT51,261$24.8M1.98%
13FIRST TR EXCH TRADED FD III33739P8301,023,222$20.5M1.64%
14PIMCO ETF TR72201R783188,863$17.9M1.43%
15AMAZON COM INCAMZN73,906$17.1M1.36%
16FIRST TR EXCH TRADED FD III33739N108315,693$16.1M1.29%
17SCHWAB STRATEGIC TR808524862656,804$16.0M1.28%
18BROADCOM INCAVGO46,106$16.0M1.28%
19ISHARES TR464288414144,051$15.4M1.23%
20JPMORGAN CHASE & CO.VYLD37,527$12.1M0.97%
21SPDR S&P 500 ETF TRSPY17,568$12.0M0.96%
22ALPHABET INCGOOG30,708$9.6M0.77%
23CAPITAL GRP FIXED INCM ETF T14020Y201337,891$9.3M0.74%
24META PLATFORMS INCMETA13,484$8.9M0.71%
25SPDR S&P MIDCAP 400 ETF TRMDY14,395$8.7M0.69%
26INVESCO QQQ TRIVZ12,587$7.7M0.62%
27ISHARES TR46428765529,467$7.3M0.58%
28TESLA INCTSLA15,003$6.7M0.54%
29BERKSHIRE HATHAWAY INC DELBRK-A13,223$6.6M0.53%
30ISHARES TR46428780452,471$6.3M0.50%
31VISA INCV17,403$6.1M0.49%
32ALPHABET INCGOOG19,359$6.1M0.48%
33ELI LILLY & COLLY5,604$6.0M0.48%
34ISHARES TR46428746561,557$5.9M0.47%
35SELECT SECTOR SPDR TR81369Y80340,448$5.8M0.47%
36ADVANCED MICRO DEVICES INCAMD24,947$5.3M0.43%
37FEDERATED HERMES ETF TRUSTFHI207,788$5.3M0.42%
38NETFLIX INCNFLX54,701$5.1M0.41%
39COSTCO WHSL CORP NEW22160K1055,837$5.0M0.40%
40EXXON MOBIL CORPXOM39,785$4.8M0.38%
41HOME DEPOT INCHD13,379$4.6M0.37%
42INTUITIVE SURGICAL INCISRG8,109$4.6M0.37%
43WALMART INCWMT40,951$4.6M0.37%
44SCHWAB STRATEGIC TR808524201165,014$4.4M0.36%
45CROWDSTRIKE HLDGS INCCRWD9,413$4.4M0.35%
46CONSTELLATION ENERGY CORPCEG11,693$4.1M0.33%
47ARISTA NETWORKS INCANET30,531$4.0M0.32%
48GOLDMAN SACHS GROUP INCGSCE4,480$3.9M0.32%
49CHEVRON CORP NEWCVX24,508$3.7M0.30%
50AMERICAN EXPRESS COAXP9,614$3.6M0.28%
51VERIZON COMMUNICATIONS INCVZ86,403$3.5M0.28%
52INTERNATIONAL BUSINESS MACHSINTR11,641$3.4M0.28%
53BLACKSTONE INCBX22,120$3.4M0.27%
54PALANTIR TECHNOLOGIES INCPLTR18,443$3.3M0.26%
55SPDR SERIES TRUST78464A85439,913$3.2M0.26%
56ISHARES TR4642871019,150$3.1M0.25%
57CORNING INCGLW34,212$3.0M0.24%
58TJX COS INC NEW87254010919,303$3.0M0.24%
593M COMMM17,432$2.8M0.22%
60SALESFORCE INCCRM10,520$2.8M0.22%
61PALO ALTO NETWORKS INCPANW14,829$2.7M0.22%
62REGENERON PHARMACEUTICALSREGN3,459$2.7M0.21%
63ORACLE CORPORCL-PD13,593$2.6M0.21%
64LINDE PLCLIN6,169$2.6M0.21%
65VERTEX PHARMACEUTICALS INCVRTX5,789$2.6M0.21%
66MCDONALDS CORPMCD8,586$2.6M0.21%
67THERMO FISHER SCIENTIFIC INCTMO4,527$2.6M0.21%
68GE AEROSPACE3696043018,383$2.6M0.21%
69DUKE ENERGY CORP NEWDUKB21,867$2.6M0.21%
70MASTERCARD INCORPORATEDMA4,446$2.5M0.20%
71WASTE MGMT INC DEL94106L10911,535$2.5M0.20%
72PROCTER AND GAMBLE CO74271810917,676$2.5M0.20%
73UBER TECHNOLOGIES INCUBER30,988$2.5M0.20%
74PIMCO ETF TR72201R58594,802$2.5M0.20%
75INTUITINTU3,765$2.5M0.20%
76ISHARES TR46428745728,806$2.4M0.19%
77AMERICAN TOWER CORP NEW03027X10013,164$2.3M0.18%
78QUALCOMM INCQCOM13,343$2.3M0.18%
79ASML HOLDING N VASMLF2,019$2.2M0.17%
80SPDR DOW JONES INDL AVERAGE78467X1094,282$2.1M0.16%
81GENERAL MTRS CO37045V10025,199$2.0M0.16%
82PROGRESSIVE CORP7433151038,201$1.9M0.15%
83BLACKROCK INCBLK1,734$1.9M0.15%
84GILEAD SCIENCES INCGILD13,822$1.7M0.14%
85MARSH & MCLENNAN COS INC5717481029,113$1.7M0.14%
86WISDOMTREE TRWT18,642$1.7M0.13%
87ABBVIE INCABBV7,274$1.7M0.13%
88TAIWAN SEMICONDUCTOR MFG LTD8740391005,456$1.7M0.13%
89SERVICENOW INCNOW10,226$1.6M0.13%
90J P MORGAN EXCHANGE TRADED F46641Q67032,949$1.6M0.12%
91CME GROUP INCCME5,598$1.5M0.12%
92TWILIO INCTWLO10,417$1.5M0.12%
93HONEYWELL INTL INC4385161067,561$1.5M0.12%
94PNC FINL SVCS GROUP INC6934751056,839$1.4M0.11%
95SELECT SECTOR SPDR TR81369Y2099,220$1.4M0.11%
96CITIGROUP INCC-PR12,059$1.4M0.11%
97COCA COLA COKO19,884$1.4M0.11%
98ISHARES TR46428749914,193$1.4M0.11%
99SHOPIFY INCSHOP8,363$1.3M0.11%
100CHAIN BRIDGE BANCORP INCCBNA38,710$1.3M0.11%
101MICRON TECHNOLOGY INCMU4,630$1.3M0.11%
102JOHNSON & JOHNSONJNJ6,329$1.3M0.10%
103PUBLIC SVC ENTERPRISE GRP IN74457310616,192$1.3M0.10%
104MERCK & CO INCMRK12,010$1.3M0.10%
105COMCAST CORP NEWCCZ42,156$1.3M0.10%
106SPDR SERIES TRUST78464A67243,434$1.3M0.10%
107CAPITAL ONE FINL CORP14040H1055,020$1.2M0.10%
108MORGAN STANLEYMS-PQ6,502$1.2M0.09%
109CHUBB LIMITEDCB3,689$1.2M0.09%
110PUTNAM ETF TRUST74672930024,615$1.1M0.09%
111SCHWAB STRATEGIC TR80852450837,048$1.1M0.09%
112CVS HEALTH CORPCVS13,755$1.1M0.09%
113COSTAR GROUP INCCSGP16,036$1.1M0.09%
114CATERPILLAR INCCAT1,849$1.1M0.08%
115VANECK ETF TRUST92189F38744,124$1.0M0.08%
116TRUIST FINL CORP89832Q10920,300$998,9630.08%
117CSX CORPCSX27,301$989,6610.08%
118TERADYNE INCTER5,103$987,7370.08%
119ISHARES TR4642876222,606$973,2360.08%
120BANK AMERICA CORP06050510417,543$964,8810.08%
121DISNEY WALT CO2546871068,473$963,9730.08%
122SELECT SECTOR SPDR TR81369Y60517,575$962,5770.08%
123PACCAR INCPCAR8,711$953,9060.08%
124SPDR SERIES TRUST78464A7636,809$947,4950.08%
125SCHWAB STRATEGIC TR80852480537,813$909,0250.07%
126MONOLITHIC PWR SYS INC609839105958$868,2930.07%
127HILTON WORLDWIDE HLDGS INCHLT2,883$828,1420.07%
128CONOCOPHILLIPSCOP8,824$826,0150.07%
129ELECTRONIC ARTS INCEA3,976$812,4160.06%
130TEXAS INSTRS INC8825081044,605$798,9360.06%
131ISHARES U S ETF TR46431W50715,550$794,6050.06%
132UNION PAC CORPUNP3,382$782,3240.06%
133MAIN STR CAP CORP56035L10412,921$780,3120.06%
134PHILLIPS EDISON & CO INCPECO21,269$756,5460.06%
135BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.06%
136LAM RESEARCH CORPLRCX4,375$748,9020.06%
137SPDR GOLD TRGLD1,857$735,8420.06%
138SPDR INDEX SHS FDS78463X88916,236$721,0460.06%
139CHIPOTLE MEXICAN GRILL INCCMG19,478$720,6860.06%
140GUIDEWIRE SOFTWARE INCGWRE3,559$715,3950.06%
141WORLD GOLD TRGLDW8,323$710,5350.06%
142SPDR SERIES TRUST78468R73914,589$700,1260.06%
143INTERCONTINENTAL EXCHANGE IN45866F1044,313$698,5330.06%
144BOOKING HOLDINGS INCBKNG130$697,9600.06%
145ISHARES TR46434V2829,864$684,8580.05%
146BOSTON SCIENTIFIC CORPBSX7,182$684,8040.05%
147ROYAL GOLD INCRGLD2,999$666,6770.05%
148FASTENAL COFAST16,544$663,9110.05%
149NUVEEN NEW YORK AMT QLT MUNINU65,652$662,4240.05%
150RTX CORPORATIONRTX3,549$650,9410.05%
151NEXTERA ENERGY INCNEE-PW8,091$649,5790.05%
152HUMANA INCHUM2,452$628,1280.05%
153ULTA BEAUTY INCULTA1,036$626,7900.05%
154DOCUSIGN INCDOCU9,142$625,3130.05%
155SPDR SERIES TRUST78464A4095,860$625,3060.05%
156SCHWAB CHARLES CORPSCHW-PJ6,107$610,1480.05%
157ENBRIDGE INCENNPF11,820$565,3510.05%
158INVESCO EXCH TRD SLF IDX FDIVZ28,184$551,7070.04%
159CISCO SYS INCCSCO7,052$543,1930.04%
160SELECT SECTOR SPDR TR81369Y50612,073$539,7820.04%
161ISHARES TR4642886614,500$537,0750.04%
162BLUEROCK PVT REAL ESTATE FD09631P10235,735$536,0250.04%
163INTEL CORPINTC14,524$535,9360.04%
164ISHARES TR464287200780$534,5070.04%
165VANGUARD SCOTTSDALE FDS92206C7145,753$530,9660.04%
166VANECK ETF TRUST92189F6761,473$530,4970.04%
167MARVELL TECHNOLOGY INCMRVL6,179$525,0670.04%
168PHILIP MORRIS INTL INC7181721093,234$518,7960.04%
169KEYSIGHT TECHNOLOGIES INCKEYS2,517$511,4290.04%
170TRANSUNIONTRU5,928$508,3260.04%
171MARTIN MARIETTA MATLS INC573284106812$505,6000.04%
172PHILLIPS 66PSX3,913$504,9610.04%
173AXON ENTERPRISE INCAXON881$500,3460.04%
174INVESCO EXCH TRADED FD TR IIIVZ1,948$492,7190.04%
175INVESCO EXCH TRADED FD TR IIIVZ13,318$490,7680.04%
176ADOBE INCADBE1,395$488,2360.04%
177ACCENTURE PLC IRELANDACN1,814$486,7270.04%
178NUVEEN NEW JERSEY QULT MUN FNU38,378$485,1020.04%
179LOWES COS INC5486611072,007$484,1130.04%
180CONSOLIDATED EDISON INCED4,874$484,0430.04%
181ICICI BANK LIMITEDIBN15,362$457,8010.04%
182LPL FINL HLDGS INC50212V1001,276$455,7490.04%
183AMERICAN CENTY ETF TR0250727035,513$453,8480.04%
184GE VERNOVA INCGEV688$449,8820.04%
185EATON CORP PLCETN1,406$447,8660.04%
186ELANCO ANIMAL HEALTH INCELAN19,773$447,4630.04%
187BARRICK MNG CORP06849F10810,162$442,5430.04%
188INVESCO EXCHANGE TRADED FD TIVZ2,293$439,1590.04%
189VANGUARD MUN BD FDS9229077468,611$433,0470.03%
190L3HARRIS TECHNOLOGIES INCLHX1,470$431,6080.03%
191VANGUARD SCOTTSDALE FDS92206C4095,398$430,4180.03%
192MIDDLEBY CORPMIDD2,867$426,2370.03%
193T-MOBILE US INCTMUSZ2,097$425,7880.03%
194ISHARES BITCOIN TRUST ETFIBIT8,306$412,3710.03%
195SHERWIN WILLIAMS COSHW1,271$411,8280.03%
196COINBASE GLOBAL INCCOIN1,811$409,6100.03%
197APOLLO GLOBAL MGMT INC03769M1062,804$405,9440.03%
198ISHARES TR4642886467,629$403,4220.03%
199INVESCO EXCH TRD SLF IDX FDIVZ20,363$401,9680.03%
200FRONTLINE PLCFRO18,167$396,3990.03%
201TYLER TECHNOLOGIES INCTYL870$394,9370.03%
202MCKESSON CORPMCK473$387,9770.03%
203AT&T INCT-PC15,477$384,4540.03%
204HERCULES CAPITAL INCHCXY20,241$380,9430.03%
205RBB FUND TRUST75526L8787,802$377,3050.03%
206KLA CORPKLAC307$373,0300.03%
207BRISTOL-MYERS SQUIBB COCELG-RI6,914$372,9310.03%
208ISHARES TR4642873092,999$369,6150.03%
209EDWARDS LIFESCIENCES CORPEW4,301$366,6600.03%
210MARRIOTT INTL INC NEW5719032021,148$356,2370.03%
211DEXCOM INCDXCM5,365$356,0750.03%
212VANECK ETF TRUST92189H7486,727$355,2410.03%
213MARKETAXESS HLDGS INCMKTX1,958$354,8880.03%
214WISDOMTREE TRWT6,818$351,8130.03%
215SPDR SERIES TRUST78468R20011,273$346,4190.03%
216IDEXX LABS INC45168D104506$342,3240.03%
217WISDOMTREE TRWT6,899$342,3210.03%
218SCHWAB STRATEGIC TR80852460711,841$337,2360.03%
219SCHWAB STRATEGIC TR80852479712,213$334,9930.03%
220MERCADOLIBRE INCMELI165$333,3220.03%
221VERTIV HOLDINGS COVRT2,055$332,9500.03%
222UNITEDHEALTH GROUP INCUNH996$328,8290.03%
223BORGWARNER INCBWA7,230$325,7840.03%
224VANGUARD SPECIALIZED FUNDS9219088441,453$319,2410.03%
225ALIBABA GROUP HLDG LTDBBAAY2,163$317,0530.03%
226SMITH A O CORPAOS4,691$313,7480.03%
227RPM INTL INC7496851032,999$311,8960.02%
228APPLIED MATLS INC0382221051,209$310,7660.02%
229ROYAL BK CDA7800871021,821$310,4620.02%
230PAYPAL HLDGS INCPYPL5,270$307,6890.02%
231ISHARES INC46434G8554,138$304,7220.02%
232FORTINET INCFTNT3,775$299,7730.02%
233ISHARES TR464287689756$292,3850.02%
234ALTRIA GROUP INCMO4,999$288,2150.02%
235ISHARES TR46434V2903,827$286,5660.02%
236BOEING COBA-PA1,289$279,9660.02%
237ISHARES TR4642874081,312$278,1370.02%
238ARES MANAGEMENT CORPORATIONARES-PB1,698$274,3730.02%
239UNIVERSAL DISPLAY CORPOLED2,331$272,2140.02%
240MICROCHIP TECHNOLOGY INC.MCHPP4,262$271,5460.02%
241VANGUARD INDEX FDS922908629928$269,4490.02%
242SCOTTS MIRACLE-GRO COSMG4,601$268,4680.02%
243LYONDELLBASELL INDUSTRIES NLYB6,179$267,5510.02%
244ISHARES TR4642886792,385$262,6610.02%
245LOCKHEED MARTIN CORPLMT541$261,6630.02%
246IDEX CORP45167R1041,463$260,3260.02%
247ABBOTT LABSABLZF2,059$257,9490.02%
248TE CONNECTIVITY PLCTEL1,122$255,2780.02%
249DEERE & CODE545$253,5950.02%
250VANGUARD INDEX FDS922908769751$251,7900.02%
251INVESCO EXCH TRADED FD TR IIIVZ2,059$245,7140.02%
252FIRST TR EXCHANGE-TRADED FD33739Q2004,832$241,5520.02%
253AUTOZONE INCAZO71$240,7970.02%
254SELECT SECTOR SPDR TR81369Y4071,982$236,6150.02%
255VALMONT INDS INC920253101588$236,5640.02%
256ISHARES TR46436E5694,436$233,7760.02%
257STRYKER CORPORATIONSYK660$231,8070.02%
258GLOBAL X FDS37954Y7156,389$231,4860.02%
259KKR & CO INCKKRT1,795$228,8090.02%
260ISHARES TR46435U8614,281$227,5570.02%
261MARATHON PETE CORPMARA1,379$224,2670.02%
262GARTNER INCIT888$224,0250.02%
263WISDOMTREE TRWT4,367$223,8600.02%
264WISDOMTREE TRWT3,155$223,5460.02%
265ISHARES INC46434G7643,070$223,1280.02%
266BLACKROCK N Y MUN INCOME TRUBLK21,992$222,9990.02%
267TRACTOR SUPPLY COTSCO4,139$206,9910.02%
268GLOBAL X FDS37954Y48311,662$206,0600.02%
269PUTNAM ETF TRUST74672978917,642$204,1120.02%
270WELLS FARGO CO NEW9497461012,169$202,1920.02%
271VANGUARD INTL EQUITY INDEX F9220428742,412$201,6370.02%
272JOHNSON CTLS INTL PLCG515021051,682$201,4200.02%
273VALE S AVALE10,803$140,7630.01%
274PIMCO HIGH INCOME FD72201410712,650$61,4780.00%
275FIBROBIOLOGICS INCFBLG38,360$8,6270.00%