13F Insight
DOSSIER · 13F-HR · Q1 2026

RMR Wealth Builders

$1.3B in tracked AUM across 277 positions as of Q1 2026.

RW
CIK 0001803848 · last filed Mar 31, 2026
Total AUM
$1.3B
as of Q1 2026
Holdings
277
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$588M▲ 11.8%
212 positionsLocked
Showing 12 of 25