StockDriftsStockDriftsTop 50 Rmr Wealth Builders Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.85% | 1.88M | $169.1M | +3.30%(+60.02K) | $57.50(+55.21%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 9.69% | 237.3K | $166.3M | +4.34%(+9.87K) | $481.65(+47.25%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 8.69% | 690.6K | $149.2M | +5.11%(+33.60K) | $161.84(+38.69%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.11% | 1.22M | $87.6M | +5.65%(+65.09K) | $54.16(+34.41%) | 2026-09-30 | |
| IEFA | ISHARES TR | 4.52% | 801.5K | $77.6M | +6.42%(+48.32K) | $74.02(+29.90%) | 2026-09-30 | |
| PRMR | NORTHERN LTS FD TR II | 4.13% | 2.48M | $70.9M | +3.38%(+81.00K) | $24.93(+13.52%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.36% | 252.6K | $57.8M | +1.24%(+3.10K) | $28.03(+657.03%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.14% | 161.9K | $53.9M | +2.32%(+3.67K) | $171.36(+103.21%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.84% | 388.9K | $48.7M | -2.24%(-8.89K) | $57.32(+109.52%) | 2026-09-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.72% | 1.95M | $46.6M | +18.40%(+303.77K) | $24.21(-1.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.19% | +65.12% | +9.54% | +57.72% |
| Top 20 Holdings Unweighted | +17.33% | +61.52% | +9.83% | +59.84% |
Rmr Wealth Builders reports $1.72B in US-listed equity holdings across 310 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.8%), VOO (9.7%) and VTV (8.7%). The top 20 holdings account for 68.79% of reported assets. Its disclosed equity book has returned +65.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Rmr Wealth Builders, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rmr Wealth Builders’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803848). View Rmr Wealth Builders’s 13F filings on SEC