§ 13F · FUND PROFILE
RMR Wealth Builders.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 282Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 202K | $121M | 9.5% | +8% |
| 2 | VUG | VANGUARD INDEX FDS | 265K | $116M | 9.1% | +11% |
| 3 | VTV | VANGUARD INDEX FDS | 574K | $113M | 8.9% | +3% |
| 4 | IJH | ISHARES TR | 1.11M | $75M | 5.9% | −2% |
| 5 | IEFA | ISHARES TR | 694K | $63M | 5.0% | +7% |
| 6 | PRMR | NORTHERN LTS FD TR II | 2.26M | $53M | 4.2% | +25% |
| 7 | NVDA | NVIDIA CORPORATION | 249K | $44M | 3.4% | −1% |
| 8 | IWF | ISHARES TR | 100K | $43M | 3.4% | −1% |
| 9 | AAPL | APPLE INC | 154K | $39M | 3.1% | +16% |
| 10 | SUB | ISHARES TR | 295K | $31M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RMR SIGNAL
AC read
RMR Wealth Builders is a Other fund managing $1.2 billion in assets. The fund runs a broad portfolio of 282 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed