RMR Wealth Builders 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001803848 · Montclair, NJ

As of Sep 30, 2025, RMR Wealth Builders reported 282 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD GROWTH INDEX FUND	VUG	—	234,889	12.8M	9.62%
VANGUARD 500 INDEX FUND	VOO	—	180,562	10.9M	9.46%
VANGUARD VALUE INDEX FUND	VTV	—	534,142	00.1M	8.54%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,450,910	$94.7M	8.08%
ISHARES CORE MSCI EAFE ETF	IEFA	—	604,482	$52.8M	4.50%
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	102,296	$47.9M	4.09%
NVIDIA CORP	NVDA	Technology	253,320	$47.3M	4.03%
APPLE INC	AAPL	Technology	126,817	$32.3M	2.75%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	253,923	$30.2M	2.57%
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	SUB	—	271,309	$29.0M	2.47%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	139,348	$28.4M	2.42%
MICROSOFT CORP	MSFT	Technology	50,208	$26.0M	2.22%
ISHARES NATIONAL MUNI BOND ETF	MUB	—	182,040	9.4M	1.65%
FIRST TRUST MANAGED MUNICIPAL ETF	FMB	—	382,265	9.4M	1.65%
FIRST TRUST SHORT DURATION MANAGED MUNICIPAL ETF	FSMB	—	943,851	9.0M	1.62%
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND	HYS	—	174,758	6.7M	1.43%
BROADCOM INC	AVGO	Technology	50,090	6.5M	1.41%
AMAZON.COM INC	AMZN	Equity	72,370	5.9M	1.36%
SCHWAB SHORT-TERM US TREASURY ETF	SCHO	—	547,150	3.4M	1.14%
JPMORGAN CHASE & CO	JPM	Financial Services	36,323	1.5M	0.98%
SPDR S&P 500 ETF TRUST	SPY	—	16,123	0.7M	0.92%
META PLATFORMS INC	META	Communication Services	12,827	$9.4M	0.80%
ISHARES RUSSELL 2000 ETF	IWM	—	37,024	$9.0M	0.76%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	14,905	$8.9M	0.76%
INVESCO QQQ TRUST SERIES 1	QQQ	—	12,221	$7.3M	0.63%