§ 13F · FUND PROFILE
RMR Wealth Builders.
AUM · $1.6B (13F)Positions · 316Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 1.82M | $156M | 9.7% | +586% |
| 2 | VOO | VANGUARD INDEX FDS | 227K | $156M | 9.7% | +12% |
| 3 | VTV | VANGUARD INDEX FDS | 657K | $143M | 8.9% | +14% |
| 4 | IJH | ISHARES TR | 1.15M | $89M | 5.5% | +4% |
| 5 | IEFA | ISHARES TR | 753K | $73M | 4.5% | +8% |
| 6 | PRMR | NORTHERN LTS FD TR II | 2.40M | $69M | 4.3% | +6% |
| 7 | NVDA | NVIDIA CORPORATION | 250K | $50M | 3.1% | ±0% |
| 8 | IWF | ISHARES TR | 398K | $49M | 3.1% | +298% |
| 9 | AAPL | APPLE INC | 158K | $46M | 2.8% | +3% |
| 10 | SCHO | SCHWAB STRATEGIC TR | 1.65M | $40M | 2.5% | +107% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RMR SIGNAL
AC read
RMR Wealth Builders is a Other fund managing $1.6 billion in assets. The fund runs a broad portfolio of 316 positions.
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