Institutional Manager · CIK 0001803848
RMR Wealth Builders
Montclair, NJ · File #028-20194
Latest AUM
$1.25B
Positions
275
Top-10 Concentration
65.0%
Filings
14
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025275 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Sep 2025282 pos · $1.19B
- 13F HOLDINGS REPORTQ/E Jun 2025285 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Mar 2025259 pos · $950.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2024256 pos · $967.5M
- 13F HOLDINGS REPORTQ/E Dec 2024253 pos · $961.8M
- 13F HOLDINGS REPORTQ/E Sep 2024260 pos · $943.7M
- 13F HOLDINGS REPORTQ/E Jun 2024250 pos · $871.4M
- 13F HOLDINGS REPORTQ/E Mar 2024259 pos · $827.0M
- 13F HOLDINGS REPORTQ/E Dec 2023230 pos · $626.1M
- 13F HOLDINGS REPORTQ/E Sep 2023212 pos · $587.9M
- 13F HOLDINGS REPORTQ/E Jun 2023212 pos · $525.9M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2023192 pos · $441.1M
- 13F HOLDINGS REPORTQ/E Mar 202365 pos · $370,996
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 187,658 | $117.7M | 11.26% |
| 2 | VANGUARD INDEX FDS | 922908736 | 238,376 | $116.3M | 11.13% |
| 3 | VANGUARD INDEX FDS | 922908744 | 556,263 | $106.2M | 10.16% |
| 4 | ISHARES TR | 464287507 | 1,134,512 | $74.9M | 7.16% |
| 5 | ISHARES TR | 46432F842 | 650,800 | $58.2M | 5.57% |
| 6 | ISHARES TR | 464287614 | 100,602 | $47.6M | 4.56% |
| 7 | NVIDIA CORPORATION | NVDA | 252,669 | $47.1M | 4.51% |
| 8 | NORTHERN LTS FD TR II | NTRSO | 1,802,886 | $44.9M | 4.29% |
| 9 | APPLE INC | AAPL | 132,523 | $36.0M | 3.45% |
| 10 | ISHARES TR | 464288158 | 288,038 | $30.7M | 2.94% |
| 11 | ISHARES TR | 464287598 | 138,448 | $29.1M | 2.79% |
| 12 | MICROSOFT CORP | MSFT | 51,261 | $24.8M | 2.37% |
| 13 | FIRST TR EXCH TRADED FD III | 33739P830 | 1,023,222 | $20.5M | 1.96% |
| 14 | PIMCO ETF TR | 72201R783 | 188,863 | $17.9M | 1.71% |
| 15 | AMAZON COM INC | AMZN | 73,906 | $17.1M | 1.63% |
| 16 | FIRST TR EXCH TRADED FD III | 33739N108 | 315,693 | $16.1M | 1.54% |
| 17 | SCHWAB STRATEGIC TR | 808524862 | 656,804 | $16.0M | 1.53% |
| 18 | BROADCOM INC | AVGO | 46,106 | $16.0M | 1.53% |
| 19 | ISHARES TR | 464288414 | 144,051 | $15.4M | 1.48% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 37,527 | $12.1M | 1.16% |