RMR Wealth Builders

13F filer · CIK 0001803848

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.61BU.S. long equity reported on 13F

Positions21425 new · 6 closed

Net flow last quarter+$59.2MBuys minus sells

Top 10 positions weight13.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026214 positions
NVDANvidia Corp	$49.9M	3.10%	0.00%	0.0%	Q4 2019
AAPLApple Inc.	$45.8M	2.84%	0.00%	+2.7%	Q4 2019
MSFTMicrosoft Corp	$21.4M	1.33%	0.00%	+7.2%	Q4 2019
AMZNAmazon Com Inc	$19.4M	1.21%	0.00%	+6.7%	Q4 2019
AVGOBroadcom Inc.	$16.4M	1.02%	0.00%	-4.7%	Q4 2019
AMDAdvanced Micro Devices Inc	$15.9M	0.99%	0.00%	+4.0%	Q4 2019
MUMicron Technology Inc	$14.6M	0.90%	0.00%	+16.2%	Q4 2019
JPMJPMorgan Chase & Co	$14M	0.87%	0.00%	+9.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$13.1M	0.81%	Not reported	+0.3%	Q4 2019
GOOGAlphabet Inc.	$12.4M	0.77%	Not reported	+10.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$9.82M	0.61%	Not reported	+8.6%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$9.42M	0.59%	Not reported	-4.1%	Q4 2019
GLWCorning Inc	$9.29M	0.58%	0.00%	+18.7%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$9.23M	0.57%	0.00%	+15.1%	Q4 2019
METAMeta Platforms, Inc.	$9.19M	0.57%	Not reported	+16.1%	Q4 2019
LLYELI LILLY & Co	$8.89M	0.55%	0.00%	+23.1%	Q3 2020
TSLATesla, Inc.	$8.48M	0.53%	0.00%	+25.0%	Q4 2019
BRK.BBerkshire Hathaway Inc	$8.41M	0.52%	Not reported	+21.3%	Q4 2019
PANWPalo Alto Networks Inc	$7.99M	0.50%	0.00%	+20.4%	Q4 2019
GOOGLAlphabet Inc.	$7.14M	0.44%	0.00%	+2.8%	Q4 2019
COSTCostco Wholesale Corp	$6.94M	0.43%	0.00%	+20.0%	Q4 2019
ANETArista Networks, Inc.	$6.62M	0.41%	0.00%	+23.2%	Q2 2020
HDHome Depot, Inc.	$6.55M	0.41%	0.00%	+23.1%	Q4 2019
KLACKla Corp	$6.43M	0.40%	0.00%	+37.1%	Q1 2024
AMATApplied Materials Inc	$6.37M	0.40%	0.00%	+32.7%	Q2 2020
GSGoldman Sachs Group Inc	$6.19M	0.38%	0.00%	+21.1%	Q4 2019
WMTWalmart Inc.	$6M	0.37%	0.00%	+27.2%	Q4 2019
JNJJohnson & Johnson	$5.6M	0.35%	0.00%	+26.5%	Q4 2019
GEGeneral Electric Co	$5.4M	0.34%	0.00%	+29.2%	Q3 2024
CATCaterpillar Inc	$5.39M	0.33%	0.00%	+174.2%	Q4 2019
CVXChevron Corp	$5.21M	0.32%	0.00%	+22.8%	Q4 2019
NFLXNetflix Inc	$5.21M	0.32%	0.00%	+23.4%	Q4 2019
AXPAmerican Express Co	$4.98M	0.31%	0.00%	+32.7%	Q4 2019
GILDGilead Sciences, Inc.	$4.96M	0.31%	0.00%	+182.5%	Q4 2019
IBMInternational Business Machines Corp	$4.88M	0.30%	0.00%	+28.7%	Q4 2019
VVisa Inc.	$4.75M	0.30%	0.00%	-28.0%	Q4 2019
VZVerizon Communications Inc	$4.66M	0.29%	0.00%	+25.2%	Q4 2019
MMM3m Co	$4.37M	0.27%	0.01%	+31.6%	Q4 2019
MOAltria Group, Inc.	$4.36M	0.27%	0.00%	+40.4%	Q4 2019
DUKDuke Energy CORP	$4.34M	0.27%	0.00%	+37.2%	Q3 2020
TJXTJX Companies Inc	$4.34M	0.27%	0.00%	+33.7%	Q2 2020
CEGConstellation Energy Corp	$4.27M	0.26%	0.00%	+35.1%	Q3 2023
WDCWestern Digital Corp	$4.22M	0.26%	0.00%	+299.9%	Q1 2026
MCDMcdonalds Corp	$4.18M	0.26%	0.00%	+52.5%	Q4 2019
ASMLAsml Holding NV	$4.1M	0.25%	0.00%	+1.9%	Q4 2019
CMECme Group Inc.	$3.93M	0.24%	0.01%	+217.4%	Q4 2019
UBERUber Technologies, Inc	$3.76M	0.23%	0.00%	+31.2%	Q2 2020
PGRProgressive Corp	$3.67M	0.23%	0.00%	+41.1%	Q4 2025
PLTRPalantir Technologies Inc.	$3.54M	0.22%	0.00%	+34.7%	Q4 2020
REGNRegeneron Pharmaceuticals, Inc.	$3.33M	0.21%	0.01%	+37.9%	Q4 2020

Q1 2026Reported Apr 22, 2026194 positions
NVDANvidia Corp	$43.5M	3.43%	0.00%	-1.3%	Q4 2019
AAPLApple Inc.	$39.1M	3.08%	0.00%	+16.3%	Q4 2019
MSFTMicrosoft Corp	$19.9M	1.56%	0.00%	+4.6%	Q4 2019
AMZNAmazon Com Inc	$15.9M	1.25%	0.00%	+3.2%	Q4 2019
AVGOBroadcom Inc.	$14.1M	1.11%	0.00%	-1.2%	Q4 2019
JPMJPMorgan Chase & Co	$11.5M	0.90%	0.00%	+3.8%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$11.4M	0.90%	Not reported	-0.5%	Q4 2019
GOOGAlphabet Inc.	$9.08M	0.72%	Not reported	+3.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$8.61M	0.68%	Not reported	-3.0%	Q4 2019
METAMeta Platforms, Inc.	$8.04M	0.63%	Not reported	+4.2%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.09M	0.56%	Not reported	-2.5%	Q4 2019
BRK.BBerkshire Hathaway Inc	$6.64M	0.52%	Not reported	+4.8%	Q4 2019
XOMExxonMobil Holdings Corp	$6.25M	0.49%	0.00%	-7.4%	Q4 2019
COSTCostco Wholesale Corp	$6.17M	0.49%	0.00%	+6.0%	Q4 2019
TSLATesla, Inc.	$5.99M	0.47%	0.00%	+7.5%	Q4 2019
VVisa Inc.	$5.81M	0.46%	0.00%	+10.5%	Q4 2019
NFLXNetflix Inc	$5.68M	0.45%	0.00%	+8.1%	Q4 2019
GOOGLAlphabet Inc.	$5.59M	0.44%	0.00%	+0.5%	Q4 2019
LLYELI LILLY & Co	$5.54M	0.44%	0.00%	+7.4%	Q3 2020
AMDAdvanced Micro Devices Inc	$5.36M	0.42%	0.00%	+5.7%	Q4 2019
CVXChevron Corp	$5.3M	0.42%	0.00%	+4.6%	Q4 2019
WMTWalmart Inc.	$5.19M	0.41%	0.00%	+1.8%	Q4 2019
HDHome Depot, Inc.	$4.97M	0.39%	0.00%	+12.9%	Q4 2019
VZVerizon Communications Inc	$4.41M	0.35%	0.00%	+1.7%	Q4 2019
GSGoldman Sachs Group Inc	$4.28M	0.34%	0.00%	+12.9%	Q4 2019
JNJJohnson & Johnson	$4.26M	0.34%	0.00%	+175.5%	Q4 2019
GLWCorning Inc	$4.17M	0.33%	0.00%	-10.4%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$4.1M	0.32%	0.00%	+11.7%	Q4 2019
ANETArista Networks, Inc.	$3.88M	0.31%	0.00%	+3.6%	Q2 2020
MUMicron Technology Inc	$3.67M	0.29%	0.00%	+134.3%	Q4 2019
BXBlackstone Inc.	$3.6M	0.28%	0.00%	+41.5%	Q4 2019
CEGConstellation Energy Corp	$3.55M	0.28%	0.00%	+8.7%	Q3 2023
TJXTJX Companies Inc	$3.42M	0.27%	0.00%	+10.9%	Q2 2020
AXPAmerican Express Co	$3.36M	0.26%	0.00%	+15.4%	Q4 2019
PLTRPalantir Technologies Inc.	$3.29M	0.26%	0.00%	+22.1%	Q4 2020
DUKDuke Energy CORP	$3.27M	0.26%	0.00%	+14.3%	Q3 2020
IBMInternational Business Machines Corp	$3.27M	0.26%	0.00%	+15.7%	Q4 2019
VRTXVertex Pharmaceuticals Inc / Ma	$3.17M	0.25%	0.00%	+22.8%	Q3 2023
GEGeneral Electric Co	$3.17M	0.25%	0.00%	+33.4%	Q3 2024
WMWaste Management Inc	$3.16M	0.25%	0.00%	+19.3%	Q4 2020
MCDMcdonalds Corp	$3.15M	0.25%	0.00%	+18.0%	Q4 2019
PANWPalo Alto Networks Inc	$3.12M	0.25%	0.00%	+31.3%	Q4 2019
AMTAmerican Tower Corp	$3.11M	0.24%	0.00%	+36.8%	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$2.99M	0.24%	0.00%	+12.0%	Q4 2020
MMM3m Co	$2.98M	0.23%	0.00%	+17.6%	Q4 2019
UBERUber Technologies, Inc	$2.86M	0.23%	0.00%	+28.3%	Q2 2020
MOAltria Group, Inc.	$2.85M	0.22%	0.00%	+764.5%	Q4 2019
CRMSalesforce, Inc.	$2.72M	0.21%	0.00%	+38.6%	Q4 2019
NEMNEWMONT Corp	$2.7M	0.21%	0.00%	Not reported	Q2 2020
ORCLOracle Corp	$2.69M	0.21%	0.00%	+34.8%	Q4 2019

Q4 2025Reported Jan 29, 2026191 positions
NVDANvidia Corp	$47.1M	3.77%	0.00%	-0.3%	Q4 2019
AAPLApple Inc.	$36M	2.88%	0.00%	+4.5%	Q4 2019
MSFTMicrosoft Corp	$24.8M	1.98%	0.00%	+2.1%	Q4 2019
AMZNAmazon Com Inc	$17.1M	1.36%	0.00%	+2.1%	Q4 2019
AVGOBroadcom Inc.	$16M	1.28%	0.00%	-8.0%	Q4 2019
JPMJPMorgan Chase & Co	$12.1M	0.97%	0.00%	+3.3%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$12M	0.96%	Not reported	+9.0%	Q4 2019
GOOGAlphabet Inc.	$9.64M	0.77%	Not reported	+3.8%	Q4 2019
METAMeta Platforms, Inc.	$8.9M	0.71%	Not reported	+5.1%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$8.68M	0.69%	Not reported	-3.4%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.73M	0.62%	Not reported	+3.0%	Q4 2019
TSLATesla, Inc.	$6.75M	0.54%	0.00%	+12.1%	Q4 2019
BRK.BBerkshire Hathaway Inc	$6.65M	0.53%	Not reported	+3.0%	Q4 2019
VVisa Inc.	$6.1M	0.49%	0.00%	0.0%	Q4 2019
GOOGLAlphabet Inc.	$6.06M	0.48%	0.00%	+9.7%	Q4 2019
LLYELI LILLY & Co	$6.02M	0.48%	0.00%	+5.7%	Q3 2020
AMDAdvanced Micro Devices Inc	$5.34M	0.43%	0.00%	+2.8%	Q4 2019
NFLXNetflix Inc	$5.13M	0.41%	0.00%	+2.8%	Q4 2019
COSTCostco Wholesale Corp	$5.03M	0.40%	0.00%	+13.1%	Q4 2019
XOMExxonMobil Holdings Corp	$4.79M	0.38%	0.00%	+7.0%	Q4 2019
HDHome Depot, Inc.	$4.6M	0.37%	0.00%	+3.8%	Q4 2019
ISRGIntuitive Surgical Inc	$4.59M	0.37%	0.00%	+9.9%	Q4 2019
WMTWalmart Inc.	$4.56M	0.37%	0.00%	+7.8%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$4.41M	0.35%	0.00%	+4.8%	Q4 2019
CEGConstellation Energy Corp	$4.13M	0.33%	0.00%	+7.2%	Q3 2023
ANETArista Networks, Inc.	$4M	0.32%	0.00%	+3.3%	Q2 2020
GSGoldman Sachs Group Inc	$3.94M	0.32%	0.00%	+17.0%	Q4 2019
CVXChevron Corp	$3.74M	0.30%	0.00%	+8.2%	Q4 2019
AXPAmerican Express Co	$3.56M	0.28%	0.00%	+7.9%	Q4 2019
VZVerizon Communications Inc	$3.52M	0.28%	0.00%	+9.3%	Q4 2019
IBMInternational Business Machines Corp	$3.45M	0.28%	0.00%	+7.2%	Q4 2019
BXBlackstone Inc.	$3.41M	0.27%	0.00%	-1.5%	Q4 2019
PLTRPalantir Technologies Inc.	$3.28M	0.26%	0.00%	+7.9%	Q4 2020
GLWCorning Inc	$3M	0.24%	0.00%	-3.2%	Q4 2019
TJXTJX Companies Inc	$2.97M	0.24%	0.00%	+8.7%	Q2 2020
MMM3m Co	$2.79M	0.22%	0.00%	+13.7%	Q4 2019
CRMSalesforce, Inc.	$2.79M	0.22%	0.00%	+30.1%	Q4 2019
PANWPalo Alto Networks Inc	$2.73M	0.22%	0.00%	+20.2%	Q4 2019
REGNRegeneron Pharmaceuticals, Inc.	$2.67M	0.21%	0.00%	+15.7%	Q4 2020
ORCLOracle Corp	$2.65M	0.21%	0.00%	+24.7%	Q4 2019
LINLinde PLC	$2.63M	0.21%	0.00%	+26.3%	Q4 2019
VRTXVertex Pharmaceuticals Inc / Ma	$2.62M	0.21%	0.00%	+8.8%	Q3 2023
MCDMcdonalds Corp	$2.62M	0.21%	0.00%	+12.7%	Q4 2019
TMOThermo Fisher Scientific Inc.	$2.62M	0.21%	0.00%	+14.5%	Q2 2020
GEGeneral Electric Co	$2.58M	0.21%	0.00%	+451.2%	Q3 2024
DUKDuke Energy CORP	$2.56M	0.21%	0.00%	+16.1%	Q3 2020
MAMastercard Inc	$2.54M	0.20%	0.00%	-8.0%	Q4 2019
WMWaste Management Inc	$2.53M	0.20%	0.00%	+18.8%	Q4 2020
PGPROCTER & GAMBLE Co	$2.53M	0.20%	0.00%	+8.7%	Q4 2019
UBERUber Technologies, Inc	$2.53M	0.20%	0.00%	+20.0%	Q2 2020

Q3 2025Reported Nov 5, 2025193 positions
NVDANvidia Corp	$47.3M	3.96%	0.00%	0.0%	Q4 2019
AAPLApple Inc.	$32.3M	2.70%	0.00%	-0.4%	Q4 2019
MSFTMicrosoft Corp	$26M	2.18%	0.00%	-1.2%	Q4 2019
AVGOBroadcom Inc.	$16.5M	1.38%	0.00%	-10.6%	Q4 2019
AMZNAmazon Com Inc	$15.9M	1.33%	0.00%	+0.1%	Q4 2019
JPMJPMorgan Chase & Co	$11.5M	0.96%	0.00%	+3.1%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$10.7M	0.90%	Not reported	0.0%	Q4 2019
METAMeta Platforms, Inc.	$9.42M	0.79%	Not reported	+6.6%	Q4 2019
MDYSPDR S&P Midcap 400 ETF Trust	$8.88M	0.74%	Not reported	+1.5%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.34M	0.61%	Not reported	+9.0%	Q4 2019
GOOGAlphabet Inc.	$7.2M	0.60%	Not reported	+27.6%	Q4 2019
BRK.BBerkshire Hathaway Inc	$6.46M	0.54%	Not reported	+11.4%	Q4 2019
NFLXNetflix Inc	$6.38M	0.53%	0.00%	+3.0%	Q4 2019
TSLATesla, Inc.	$5.95M	0.50%	0.00%	+6.2%	Q4 2019
VVisa Inc.	$5.94M	0.50%	0.00%	-0.7%	Q4 2019
HDHome Depot, Inc.	$5.22M	0.44%	0.00%	+1.2%	Q4 2019
COSTCostco Wholesale Corp	$4.78M	0.40%	0.00%	+6.0%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$4.41M	0.37%	0.00%	+0.9%	Q4 2019
ANETArista Networks, Inc.	$4.31M	0.36%	0.00%	-5.9%	Q2 2020
GOOGLAlphabet Inc.	$4.29M	0.36%	0.00%	-1.6%	Q4 2019
XOMExxonMobil Holdings Corp	$4.19M	0.35%	0.00%	-0.8%	Q4 2019
LLYELI LILLY & Co	$4.05M	0.34%	0.00%	+2.1%	Q3 2020
AMDAdvanced Micro Devices Inc	$3.93M	0.33%	0.00%	+62.7%	Q4 2019
WMTWalmart Inc.	$3.92M	0.33%	0.00%	+23.3%	Q4 2019
BXBlackstone Inc.	$3.84M	0.32%	0.00%	-3.3%	Q4 2019
CEGConstellation Energy Corp	$3.59M	0.30%	0.00%	-0.3%	Q3 2023
CVXChevron Corp	$3.52M	0.29%	0.00%	+4.9%	Q4 2019
VZVerizon Communications Inc	$3.47M	0.29%	0.00%	+4.8%	Q4 2019
ISRGIntuitive Surgical Inc	$3.3M	0.28%	0.00%	+18.7%	Q4 2019
PLTRPalantir Technologies Inc.	$3.12M	0.26%	0.00%	+10.7%	Q4 2020
ORCLOracle Corp	$3.06M	0.26%	0.00%	+5.7%	Q4 2019
IBMInternational Business Machines Corp	$3.06M	0.26%	0.00%	+8.1%	Q4 2019
GSGoldman Sachs Group Inc	$3.05M	0.26%	0.00%	-4.6%	Q4 2019
AXPAmerican Express Co	$2.96M	0.25%	0.00%	+6.1%	Q4 2019
GLWCorning Inc	$2.9M	0.24%	0.00%	+7.4%	Q4 2019
MAMastercard Inc	$2.75M	0.23%	0.00%	+3.8%	Q4 2019
TJXTJX Companies Inc	$2.57M	0.21%	0.00%	+5.6%	Q2 2020
UBERUber Technologies, Inc	$2.53M	0.21%	0.00%	+6.5%	Q2 2020
PANWPalo Alto Networks Inc	$2.51M	0.21%	0.00%	+195.4%	Q4 2019
BLKBlackRock, Inc.	$2.51M	0.21%	0.00%	+2.9%	Q4 2019
PGPROCTER & GAMBLE Co	$2.5M	0.21%	0.00%	-0.4%	Q4 2019
MMM3m Co	$2.38M	0.20%	0.00%	+6.3%	Q4 2019
AMTAmerican Tower Corp	$2.35M	0.20%	0.00%	+14.1%	Q4 2019
DUKDuke Energy CORP	$2.33M	0.20%	0.00%	+7.4%	Q3 2020
LINLinde PLC	$2.32M	0.19%	0.00%	+3.3%	Q4 2019
LMTLockheed Martin Corp	$2.32M	0.19%	0.00%	+5.8%	Q4 2020
MCDMcdonalds Corp	$2.32M	0.19%	0.00%	+7.2%	Q4 2019
INTUIntuit Inc.	$2.25M	0.19%	0.00%	+7.0%	Q4 2019
WMWaste Management Inc	$2.14M	0.18%	0.00%	-4.3%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$2.14M	0.18%	Not reported	-4.6%	Q4 2019

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