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Filers›Pension Fund›RMR Wealth Builders
DOSSIER · 13F-HR · Q1 2026

RMR Wealth Builders

RMR Wealth Builders's pension fund based in Omaha, NE — $1.3B in tracked AUM across 277 positions as of Q1 2026.

RW
RMR Wealth Builders·Omaha, NE·Pension Fund
CIK 0001803848 · last filed Mar 31, 2026
Total AUM
$1.3B
▲ 6.9%
vs prior
Holdings
277
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RMR Wealth Builders filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$121M202K9.5%
02
VUG
VANGUARD INDEX FDS
$116M265K9.1%
03
VTV
VANGUARD INDEX FDS
$113M574K8.9%
04
IJH
ISHARES TR
$75M1.1M5.9%
05
IEFA
ISHARES TR
$63M694K5.0%
06
PRMR
NORTHERN LTS FD TR II
$53M2.3M4.2%
07
NVDA
NVIDIA CORPORATION
$44M249K3.4%
08
IWF
ISHARES TR
$43M100K3.4%
09
AAPL
APPLE INC
$39M154K3.1%
10
SUB
ISHARES TR
$31M295K2.5%

Filing history

Filing history loading…
AI Agent · grounded in RMR
haiku-4-5 · 277 positions indexed
Sector mix
  • Tech7%
  • Health Care11%
  • Communications17%
  • Industrials5%
  • Energy20%
  • Other40%
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