13F Insight
DOSSIER · 13F-HR · Q3 2026

RMR Wealth Builders

$1.7B in tracked AUM across 310 positions as of Q3 2026.

RW
CIK 0001803848 · last filed Sep 30, 2026
Total AUM
$1.7B
as of Q3 2026
Holdings
310
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RMR Wealth Builders filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VUG
VANGUARD INDEX FDS
$169M1.9M9.9%02
VOO
VANGUARD INDEX FDS
$166M237K9.7%03
VTV
VANGUARD INDEX FDS
$149M691K8.7%04
IJH
ISHARES TR
$88M1.2M5.1%05
IEFA
ISHARES TR
$78M801K4.5%06
PRMR
NORTHERN LTS FD TR II
$71M2.5M4.1%07
NVDA
NVIDIA CORPORATION
$58M253K3.4%08
AAPL
APPLE INC
$54M162K3.1%09
IWF
ISHARES TR
$49M389K2.8%10
SCHO
SCHWAB STRATEGIC TR
$47M2.0M2.7%

Filing history

2026Q3Sep 30
$1.7B▲ 6.6%
310 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
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