RMR Wealth Builders
RMR Wealth Builders reported 310 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (9.8%), VOO (9.7%) and VTV (8.7%). Compared with Q2 2026, the fund opened new positions in FENI, XOM and WFC, added to VUG, VOO and VTV, trimmed IWF, IWD and AMD and sold out of WM, JCPB and SPTI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $169M | 9.8% | 1.9M | +60K (+3%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $166M | 9.7% | 237K | +9,866 (+4%) | 8 of 8 | |
| 3 |  VTV Vanguard Index Fds | $149M | 8.7% | 691K | +34K (+5%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $87.6M | 5.1% | 1.2M | +65K (+6%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $77.6M | 4.5% | 801K | +48K (+6%) | 8 of 8 | |
| 6 |  PRMR Northern Lts FD TR II | $70.9M | 4.1% | 2.5M | +81K (+3%) | 4 of 8 | |
| 7 |  NVDA Nvidia Corporation | $57.8M | 3.4% | 253K | +3,102 (+1%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $53.9M | 3.1% | 162K | +3,671 (+2%) | 8 of 8 | |
| 9 |  IWF Ishares TR | $48.7M | 2.8% | 389K | −8,893 (−2%) | 8 of 8 | |
| 10 |  SCHO Schwab Short-Term US Treasury ETF | $46.6M | 2.7% | 2M | +304K (+18%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WM Waste Mgmt Inc Del | $1.3M | 5,942 |
 JCPB J P Morgan Exchange Traded F | $956K | 20K |
ELECTRONIC ARTS INC | $844K | 4,116 |
 SPTI Spdr Series Trust | $841K | 30K |
 COWZ Pacer Fds TR | $802K | 13K |
🔒 Free account: see all 27.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →RMR Wealth Builders 13F FAQ
What does RMR Wealth Builders own?
RMR Wealth Builders reported 310 stocks worth $1.7B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (9.8%), VOO (9.7%) and VTV (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did RMR Wealth Builders buy and sell in Q3 2026?
Compared with Q2 2026: 21 new positions, 155 added to, 99 trimmed and 27 sold out. New positions include FENI, XOM and WFC. It sold all of WM, JCPB and SPTI.
When will RMR Wealth Builders file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is RMR Wealth Builders's portfolio worth?
The Q3 2026 filing reports $1.7B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.