RMR Wealth Builders holds a focused book of 316 stocks worth $1.6B as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Welltower Inc and trimmed Ishares Russell 1000 Value E. Their largest long position is Vanguard Growth ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+13.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1803848/holdings"
Use Arkolith to show RMR Wealth Builders's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning RMR Wealth Builders's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as RMR Wealth Builders
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 79 / 80 | $175.5B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $116.0B |
| LPL Financial LLC | 79 / 80 | $90.6B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $80.4B |
| STIFEL FINANCIAL CORP | 79 / 80 | $36.3B |
| TRUIST FINANCIAL CORP | 79 / 80 | $26.6B |
| Cetera Investment Advisers | 79 / 80 | $24.3B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.5B |
Ranked by how many of RMR Wealth Builders's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS GROWTH ETF | $156.5M | 1.82M | 9.7% | ▲+586% Added · +1.6M sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $156.2M | 227.5K | 9.7% | ▲+12% Added · +25K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $143.2M | 657.0K | 8.9% | ▲+14% Added · +83K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $88.9M | 1.15M | 5.5% | ▲+3.9% Added · +44K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $72.7M | 753.1K | 4.5% | ▲+8.4% Added · +59K sh | |
| 6 | Northern LTS FD TR II PEAKSHARES RMR | $68.5M | 2.40M | 4.3% | ▲+6.2% Added · +140K sh | |
| 7 | Nvidia Corporation COM | $49.9M | 249.5K | 3.1% | ▲~0% Added · +87 sh | |
| 8 | Ishares TR RUS 1000 GRW ETF | $49.4M | 397.8K | 3.1% | ▲+298% Added · +298K sh | |
| 9 | Apple Inc COM | $45.8M | 158.3K | 2.8% | ▲+2.7% Added · +4K sh | |
| 10 | Schwab Strategic TR SHT TM US TRES | $39.8M | 1.65M | 2.5% | ▲+107% Added · +854K sh | |
| 11 | Ishares TR SHRT NAT MUN ETF | $33.3M | 313.2K | 2.1% | ▲+6.3% Added · +19K sh | |
| 12 | Ishares TR RUS 1000 VAL ETF | $33.1M | 136.5K | 2.1% | ▼−0.5% Reduced · −674 sh | |
| 13 | First TR Exch Traded FD III SHRT DUR MNG MUN | $23.0M | 1.15M | 1.4% | ▲+6.9% Added · +74K sh | |
| 14 | Microsoft Corp COM | $21.4M | 57.5K | 1.3% | ▲+7.2% Added · +4K sh | |
| 15 | Pimco ETF TR 0-5 HIGH YIELD | $21.3M | 228.0K | 1.3% | ▲+11% Added · +23K sh | |
| 16 | Amazon Com Inc COM | $19.4M | 81.4K | 1.2% | ▲+6.7% Added · +5K sh | |
| 17 | First TR Exch Traded FD III MANAGD MUN ETF | $18.1M | 351.7K | 1.1% | ▲+5.6% Added · +19K sh | |
| 18 | Ishares TR NATIONAL MUN ETF | $17.5M | 162.6K | 1.1% | ▲+6.8% Added · +10K sh | |
| 19 | Broadcom Inc COM | $16.4M | 43.4K | 1.0% | ▼−4.7% Reduced · −2K sh | |
| 20 | Advanced Micro Devices Inc COM | $15.9M | 27.4K | 1.0% | ▲+4.0% Added · +1K sh | |
| 21 | Micron Technology Inc COM | $14.6M | 12.6K | 0.9% | ▲+16% Added · +2K sh | |
| 22 | JPMorgan Chase & Co COM | $14.0M | 42.7K | 0.9% | ▲+9.6% Added · +4K sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $13.1M | 17.5K | 0.8% | ▲+0.3% Added · +58 sh | |
| 24 | Alphabet Inc CAP STK CL C | $12.4M | 35.1K | 0.8% | ▲+11% Added · +3K sh | |
| 25 | Capital Grp Fixed Incm ETF T MUN INM ETF | $11.4M | 414.6K | 0.7% | ▲+7.5% Added · +29K sh | |
| 26 | Invesco QQQ TR UNIT SER 1 | $9.8M | 13.3K | 0.6% | ▲+8.6% Added · +1K sh | |
| 27 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $9.4M | 13.4K | 0.6% | ▼−4.1% Reduced · −571 sh | |
| 28 | Corning Inc COM | $9.3M | 36.4K | 0.6% | ▲+19% Added · +6K sh | |
| 29 | Crowdstrike Hldgs Inc CL A | $9.2M | 12.1K | 0.6% | ▲+15% Added · +2K sh | |
| 30 | Meta Platforms Inc CL A | $9.2M | 16.3K | 0.6% | ▲+16% Added · +2K sh | |
| 31 | Eli Lilly & Co COM | $8.9M | 7.4K | 0.6% | ▲+23% Added · +1K sh | |
| 32 | Tesla Inc COM | $8.5M | 20.2K | 0.5% | ▲+25% Added · +4K sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $8.4M | 44.1K | 0.5% | ▲+6.2% Added · +3K sh | |
| 34 | Berkshire Hathaway Inc Del CL B NEW | $8.4M | 16.8K | 0.5% | ▲+21% Added · +3K sh | |
| 35 | Palo Alto Networks Inc COM | $8.0M | 23.4K | 0.5% | ▲+20% Added · +4K sh | |
| 36 | Alphabet Inc CAP STK CL A | $7.1M | 20.0K | 0.4% | ▲+2.8% Added · +535 sh | |
| 37 | Costco Wholesale Corporation COM | $6.9M | 7.4K | 0.4% | ▲+20% Added · +1K sh | |
| 38 | Ishares TR MSCI EAFE ETF | $6.6M | 63.9K | 0.4% | ▲+0.9% Added · +605 sh | |
| 39 | Arista Networks Inc COM SHS | $6.6M | 39.0K | 0.4% | ▲+23% Added · +7K sh | |
| 40 | Home Depot Inc COM | $6.6M | 18.6K | 0.4% | ▲+23% Added · +3K sh | |
| 41 | Federated Hermes ETF Trust TOTA RETU BD ETF | $6.5M | 258.8K | 0.4% | ▲+10.0% Added · +23K sh | |
| 42 | Kla Corp COM NEW | $6.4M | 21.3K | 0.4% | ▲14× Added · +20K sh | |
| 43 | Applied Matls Inc COM | $6.4M | 8.8K | 0.4% | ▲+33% Added · +2K sh | |
| 44 | Goldman Sachs Group Inc COM | $6.2M | 6.1K | 0.4% | ▲+21% Added · +1K sh | |
| 45 | Walmart Inc COM | $6.0M | 53.0K | 0.4% | ▲+27% Added · +11K sh | |
| 46 | Johnson & Johnson COM | $5.6M | 22.1K | 0.3% | ▲+27% Added · +5K sh | |
| 47 | Ge Aerospace COM NEW | $5.4M | 14.4K | 0.3% | ▲+29% Added · +3K sh | |
| 48 | Caterpillar Inc COM | $5.4M | 5.1K | 0.3% | ▲+174% Added · +3K sh | |
| 49 | Chevron Corporation COM | $5.2M | 31.5K | 0.3% | ▲+23% Added · +6K sh | |
| 50 | Netflix Inc. COM | $5.2M | 73.0K | 0.3% | ▲+23% Added · +14K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.