13F Insight
DOSSIER · 13F-HR · Q2 2026

RMR Wealth Builders

$1.6B in tracked AUM across 316 positions as of Q2 2026.

RW
CIK 0001803848 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
316
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RMR Wealth Builders filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$156M1.8M9.7%02
VOO
VANGUARD INDEX FDS
$156M227K9.7%03
VTV
VANGUARD INDEX FDS
$143M657K8.9%04
IJH
ISHARES TR
$89M1.2M5.5%05
IEFA
ISHARES TR
$73M753K4.5%06
PRMR
NORTHERN LTS FD TR II
$69M2.4M4.3%07
NVDA
NVIDIA CORPORATION
$50M250K3.1%08
IWF
ISHARES TR
$49M398K3.1%09
AAPL
APPLE INC
$46M158K2.8%10
SCHO
SCHWAB STRATEGIC TR
$40M1.7M2.5%

Filing history

2026Q2Jun 30
$1.6B▲ 26.8%
316 positionsView →2026Q1Mar 31
$1.3B▲ 1.6%
277 positionsView →2025Q4Dec 31
$1.2B▲ 4.6%
275 positionsView →2025Q3Sep 30
$1.2B▲ 8.6%
282 positionsView →2025Q2Jun 30
$1.1B▲ 15.8%
285 positionsLocked2025Q1Mar 31
$950M▼ 1.8%
259 positionsLocked2024Q4Dec 31
$968M▲ 2.5%
256 positionsLocked2024Q3Sep 30
$944M▲ 8.3%
260 positionsLocked2024Q2Jun 30
$871M▲ 5.4%
250 positionsLocked2024Q1Mar 31
$827M▲ 16.2%
259 positionsLocked2023Q4Dec 31
$712M▲ 13.7%
232 positionsLocked2023Q3Sep 30
$626M▲ 6.5%
230 positionsLocked
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