§ 13F · FUND PROFILE
RMR Wealth Builders.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1100.2T (13F)Positions · 285Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$62.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 188K | $117.7T | 9.4% | +4% |
| 2 | VUG | VANGUARD INDEX FDS | 238K | $116.3T | 9.3% | +1% |
| 3 | VTV | VANGUARD INDEX FDS | 556K | $106.2T | 8.5% | +4% |
| 4 | IJH | ISHARES TR | 1.13M | $74.9T | 6.0% | −22% |
| 5 | IEFA | ISHARES TR | 651K | $58.2T | 4.7% | +8% |
| 6 | IWF | ISHARES TR | 101K | $47.6T | 3.8% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 253K | $47.1T | 3.8% | ±0% |
| 8 | PRMR | NORTHERN LTS FD TR II | 1.80M | $44.9T | 3.6% | NEW |
| 9 | AAPL | APPLE INC | 133K | $36.0T | 2.9% | +4% |
| 10 | SUB | ISHARES TR | 288K | $30.7T | 2.5% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RMR SIGNAL
AC read
RMR Wealth Builders is a Other fund managing $1100245.7 trillion in assets. The fund runs a broad portfolio of 285 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed