RMR Wealth Builders — 13F holdings

RMR Wealth Builders reported 310 holdings worth $1.72B in its 13F filing for Q3 2026, filed October 22, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $169M (9.9%)
  2. VOO VANGUARD INDEX FDS — $166M (9.7%)
  3. VTV VANGUARD INDEX FDS — $149M (8.7%)
  4. IJH ISHARES TR — $87.6M (5.1%)
  5. IEFA ISHARES TR — $77.6M (4.5%)
  6. PRMR NORTHERN LTS FD TR II — $70.9M (4.1%)
  7. NVDA NVIDIA CORPORATION — $57.8M (3.4%)
  8. AAPL APPLE INC — $53.9M (3.1%)
  9. IWF ISHARES TR — $48.7M (2.8%)
  10. SCHO SCHWAB STRATEGIC TR — $46.6M (2.7%)