Filed: 11/5/2025ACC: 0001420506-25-002994
📋 What this filing means
RMR WEALTH BUILDERS filed this quarterly 13F‑HR report disclosing 282 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
282
Positions
$1.19B
Total AUM (reported)
9.67M
Total Shares
Allocation by class
COM$321.04M26.9%
GROWTH ETF$112.77M9.4%
S&P 500 ETF SHS$110.89M9.3%
VALUE ETF$100.11M8.4%
CORE S&P MCP ETF$94.69M7.9%
CORE MSCI EAFE$52.78M4.4%
RUS 1000 GRW ETF$47.92M4.0%
Portfolio Concentration
Top 3$323.77M27.1%
4–10$334.08M28.0%
11–25$231.38M19.4%
Rest$305.67M25.6%
Top 3 weight
27.1%
Top 10 weight
55.1%
Voting Authority Distribution
Total shares with voting rights: 9.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole282
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings282
Rows:
VANGUARD INDEX FDS
SOLEShares234.89K
TypeSH
Market value$112.77M
9.44%
Sole
0.00
Shared
0.00
None
234.89K
VANGUARD INDEX FDS
SOLEShares180.56K
TypeSH
Market value$110.89M
9.28%
Sole
0.00
Shared
0.00
None
180.56K
VANGUARD INDEX FDS
SOLEShares534.14K
TypeSH
Market value$100.11M
8.38%
Sole
0.00
Shared
0.00
None
534.14K
ISHARES TR
SOLEShares1.45M
TypeSH
Market value$94.69M
7.92%
Sole
0.00
Shared
0.00
None
1.45M
ISHARES TR
SOLEShares604.48K
TypeSH
Market value$52.78M
4.42%
Sole
0.00
Shared
0.00
None
604.48K
ISHARES TR
SOLEShares102.30K
TypeSH
Market value$47.92M
4.01%
Sole
0.00
Shared
0.00
None
102.30K
NVIDIA CORPORATION
SOLEShares253.32K
TypeSH
Market value$47.27M
3.96%
Sole
0.00
Shared
0.00
None
253.32K
APPLE INC
SOLEShares126.82K
TypeSH
Market value$32.29M
2.70%
Sole
0.00
Shared
0.00
None
126.82K
ISHARES TR
SOLEShares253.92K
TypeSH
Market value$30.17M
2.53%
Sole
0.00
Shared
0.00
None
253.92K
ISHARES TR
SOLEShares271.31K
TypeSH
Market value$28.97M
2.42%
Sole
0.00
Shared
0.00
None
271.31K
ISHARES TR
SOLEShares139.35K
TypeSH
Market value$28.37M
2.37%
Sole
0.00
Shared
0.00
None
139.35K
MICROSOFT CORP
SOLEShares50.21K
TypeSH
Market value$26.01M
2.18%
Sole
0.00
Shared
0.00
None
50.21K
ISHARES TR
SOLEShares182.04K
TypeSH
Market value$19.39M
1.62%
Sole
0.00
Shared
0.00
None
182.04K
FIRST TR EXCH TRADED FD III
SOLEShares382.26K
TypeSH
Market value$19.38M
1.62%
Sole
0.00
Shared
0.00
None
382.26K
FIRST TR EXCH TRADED FD III
SOLEShares943.85K
TypeSH
Market value$18.95M
1.59%
Sole
0.00
Shared
0.00
None
943.85K
PIMCO ETF TR
SOLEShares174.76K
TypeSH
Market value$16.72M
1.40%
Sole
0.00
Shared
0.00
None
174.76K
BROADCOM INC
SOLEShares50.09K
TypeSH
Market value$16.53M
1.38%
Sole
0.00
Shared
0.00
None
50.09K
AMAZON COM INC
SOLEShares72.37K
TypeSH
Market value$15.89M
1.33%
Sole
0.00
Shared
0.00
None
72.37K
SCHWAB STRATEGIC TR
SOLEShares547.15K
TypeSH
Market value$13.35M
1.12%
Sole
0.00
Shared
0.00
None
547.15K
JPMORGAN CHASE & CO.
SOLEShares36.32K
TypeSH
Market value$11.46M
0.96%
Sole
0.00
Shared
0.00
None
36.32K
SPDR S&P 500 ETF TR
SOLEShares16.12K
TypeSH
Market value$10.74M
0.90%
Sole
0.00
Shared
0.00
None
16.12K
META PLATFORMS INC
SOLEShares12.83K
TypeSH
Market value$9.42M
0.79%
Sole
0.00
Shared
0.00
None
12.83K
ISHARES TR
SOLEShares37.02K
TypeSH
Market value$8.96M
0.75%
Sole
0.00
Shared
0.00
None
37.02K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares14.90K
TypeSH
Market value$8.88M
0.74%
Sole
0.00
Shared
0.00
None
14.90K
INVESCO QQQ TR
SOLEShares12.22K
TypeSH
Market value$7.34M
0.61%
Sole
0.00
Shared
0.00
None
12.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 234.89K | SH | $112.77M 9.44% | 0.00 | 0.00 | 234.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 180.56K | SH | $110.89M 9.28% | 0.00 | 0.00 | 180.56K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 534.14K | SH | $100.11M 8.38% | 0.00 | 0.00 | 534.14K |
ISHARES TRSOLE | CORE S&P MCP ETF | 1.45M | SH | $94.69M 7.92% | 0.00 | 0.00 | 1.45M |
ISHARES TRSOLE | CORE MSCI EAFE | 604.48K | SH | $52.78M 4.42% | 0.00 | 0.00 | 604.48K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 102.30K | SH | $47.92M 4.01% | 0.00 | 0.00 | 102.30K |
NVIDIA CORPORATIONSOLE | COM | 253.32K | SH | $47.27M 3.96% | 0.00 | 0.00 | 253.32K |
APPLE INCSOLE | COM | 126.82K | SH | $32.29M 2.70% | 0.00 | 0.00 | 126.82K |
ISHARES TRSOLE | CORE S&P SCP ETF | 253.92K | SH | $30.17M 2.53% | 0.00 | 0.00 | 253.92K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 271.31K | SH | $28.97M 2.42% | 0.00 | 0.00 | 271.31K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 139.35K | SH | $28.37M 2.37% | 0.00 | 0.00 | 139.35K |
MICROSOFT CORPSOLE | COM | 50.21K | SH | $26.01M 2.18% | 0.00 | 0.00 | 50.21K |
ISHARES TRSOLE | NATIONAL MUN ETF | 182.04K | SH | $19.39M 1.62% | 0.00 | 0.00 | 182.04K |
FIRST TR EXCH TRADED FD IIISOLE | MANAGD MUN ETF | 382.26K | SH | $19.38M 1.62% | 0.00 | 0.00 | 382.26K |
FIRST TR EXCH TRADED FD IIISOLE | SHRT DUR MNG MUN | 943.85K | SH | $18.95M 1.59% | 0.00 | 0.00 | 943.85K |
PIMCO ETF TRSOLE | 0-5 HIGH YIELD | 174.76K | SH | $16.72M 1.40% | 0.00 | 0.00 | 174.76K |
BROADCOM INCSOLE | COM | 50.09K | SH | $16.53M 1.38% | 0.00 | 0.00 | 50.09K |
AMAZON COM INCSOLE | COM | 72.37K | SH | $15.89M 1.33% | 0.00 | 0.00 | 72.37K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 547.15K | SH | $13.35M 1.12% | 0.00 | 0.00 | 547.15K |
JPMORGAN CHASE & CO.SOLE | COM | 36.32K | SH | $11.46M 0.96% | 0.00 | 0.00 | 36.32K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16.12K | SH | $10.74M 0.90% | 0.00 | 0.00 | 16.12K |
META PLATFORMS INCSOLE | CL A | 12.83K | SH | $9.42M 0.79% | 0.00 | 0.00 | 12.83K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 37.02K | SH | $8.96M 0.75% | 0.00 | 0.00 | 37.02K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 14.90K | SH | $8.88M 0.74% | 0.00 | 0.00 | 14.90K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.22K | SH | $7.34M 0.61% | 0.00 | 0.00 | 12.22K |
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