StockDriftsStockDriftsTop 50 RMR Wealth Builders Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 9.72% | 1.82M | $156.5M | +14.38%(+228.38K) | $56.49(+57.87%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 9.7% | 227.5K | $156.2M | +12.44%(+25.16K) | $472.45(+50.85%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.89% | 657.0K | $143.2M | +14.47%(+83.02K) | $159.01(+43.07%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.52% | 1.15M | $88.9M | +3.93%(+43.60K) | $53.01(+48.17%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.52% | 753.1K | $72.7M | +8.45%(+58.66K) | $72.67(+39.43%) | 2026-06-30 | |
| PRMR | NORTHERN LTS FD TR II | 4.25% | 2.40M | $68.5M | +6.22%(+140.30K) | $24.81(+17.40%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.1% | 249.5K | $49.9M | +0.03%(+87) | $25.72(+779.05%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.07% | 397.8K | $49.4M | -0.53%(-2.11K) | $57.32(+115.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.84% | 158.3K | $45.8M | +2.72%(+4.20K) | $168.12(+81.64%) | 2026-06-30 | |
| SCHO | SCHWAB STRATEGIC TR | 2.47% | 1.65M | $39.8M | +107.28%(+854.35K) | $24.24(-0.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.28% | +57.24% | +8.98% | +53.75% |
| Top 20 Holdings Unweighted | +15.35% | +53.49% | +9.27% | +55.75% |
RMR Wealth Builders reports $1.61B in US-listed equity holdings across 316 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.7%), VOO (9.7%) and VTV (8.9%). The top 20 holdings account for 67.72% of reported assets. Its disclosed equity book has returned +57.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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