RMR Wealth Builders

RMR Wealth Builders reported 316 holdings worth US$1.61B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

RMR Wealth Builders reported 316 holdings worth US$1.61B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 24, 2026 (Form 13F).

Holdings
316
Value as reported
US$1.61B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation250KUS$49.9M3.1%
Apple Inc158KUS$45.8M2.8%
Microsoft Corp.57,470US$21.4M1.3%
Alphabet Inc (google) Class C54,648US$19.5M1.2%
Amazon.com, Inc.81,431US$19.4M1.2%
Broadcom Inc.43,444US$16.4M1.0%
Advanced Micro Devices Inc27,427US$15.9M0.99%
Micron Technology, Inc.12,610US$14.6M0.90%
Jp Morgan Chase & Co.42,694US$14M0.87%
Corning Incorporated36,378US$9.29M0.58%
Crowdstrike Holdings, Inc.12,101US$9.23M0.57%
Meta Platforms, Inc.16,315US$9.19M0.57%
Berkshire Hathaway Inc.18,303US$9.16M0.57%
Eli Lilly And Company7,409US$8.89M0.55%
Tesla, Inc.20,154US$8.48M0.53%
Palo Alto Networks, Inc.23,435US$7.99M0.50%
Costco Wholesale Corporation7,424US$6.94M0.43%
Arista Networks, Inc.38,992US$6.62M0.41%
Home Depot, Inc. (the)18,582US$6.55M0.41%
Kla Corporation21,318US$6.43M0.40%
Applied Materials, Inc.8,811US$6.37M0.40%
Goldman Sachs Group, Inc. (the)6,124US$6.19M0.38%
Walmart Inc.53,016US$6M0.37%
Johnson & Johnson22,056US$5.6M0.35%
Ge Aerospace14,450US$5.4M0.34%
Caterpillar, Inc.5,057US$5.39M0.33%
Chevron Corporation31,456US$5.21M0.32%
Netflix, Inc.72,967US$5.21M0.32%
American Express Company14,721US$4.98M0.31%
Gilead Sciences, Inc.39,220US$4.96M0.31%
International Business Machines Corporation17,337US$4.88M0.30%
Visa Inc.13,850US$4.75M0.30%
Verizon Communications Inc.110KUS$4.66M0.29%
3m Company26,976US$4.37M0.27%
Altria Group, Inc.60,666US$4.36M0.27%
Duke Energy Corporation (holding Company)34,288US$4.34M0.27%
Tjx Companies, Inc. (the)28,630US$4.34M0.27%
Constellation Energy Corporation17,172US$4.27M0.26%
Western Digital Corporation6,610US$4.22M0.26%
Mcdonald's Corporation15,458US$4.18M0.26%
Asml Holding Nv2,061US$4.1M0.25%
Cme Group Inc.17,775US$3.93M0.24%
Uber Technologies, Inc.52,150US$3.76M0.23%
Progressive Corporation (the)16,783US$3.67M0.23%
Palantir Technologies Inc.30,328US$3.54M0.22%
Regeneron Pharmaceuticals, Inc.5,339US$3.33M0.21%
Oracle Corporation22,379US$3.28M0.20%
Welltower Inc.14,308US$3.25M0.20%
Newmont Corporation33,638US$3.14M0.20%
Taiwan Semiconductor Manufacturing Co., Ltd.5,841US$2.79M0.17%
Intel Corporation18,990US$2.65M0.16%
Cadence Design Systems, Inc.6,519US$2.45M0.15%
Merck & Company, Inc.18,454US$2.37M0.15%
Teradyne, Inc.4,745US$2.3M0.14%
Mastercard Incorporated4,420US$2.27M0.14%
Dell Technologies Inc.5,227US$2.26M0.14%
Twilio Inc.9,922US$2.05M0.13%
Lam Research Corporation4,579US$1.98M0.12%
General Motors Company23,867US$1.84M0.11%
Abbvie Inc.7,287US$1.83M0.11%
Marvell Technology, Inc.6,044US$1.8M0.11%
Vertex Pharmaceuticals Incorporated3,521US$1.75M0.11%
Pnc Financial Services Group, Inc. (the)7,093US$1.75M0.11%
Citigroup, Inc.12,409US$1.74M0.11%
Coca-cola Company (the)20,669US$1.69M0.10%
Blackrock, Inc.1,747US$1.68M0.10%
Chain Bridge Bancorp, Inc.38,710US$1.63M0.10%
Marsh9,024US$1.5M0.09%
Salesforce, Inc.9,173US$1.44M0.09%
Cvs Health Corporation13,768US$1.42M0.09%
American Tower Corporation (reit)8,447US$1.38M0.09%
Intuitive Surgical, Inc.3,473US$1.38M0.09%
Monolithic Power Systems, Inc.985US$1.36M0.08%
Waste Management, Inc.5,942US$1.32M0.08%
Morgan Stanley6,308US$1.32M0.08%
Texas Instruments Incorporated4,419US$1.32M0.08%
Csx Corporation27,323US$1.3M0.08%
Public Service Enterprise Group Incorporated15,845US$1.29M0.08%
Blackstone Inc.9,901US$1.17M0.07%
Paccar Inc.8,711US$1.05M0.06%
Union Pacific Corporation3,773US$1.03M0.06%
Truist Financial Corporation20,016US$997K0.06%
Humana Inc.2,467US$980K0.06%
Capital One Financial Corporation4,865US$976K0.06%
Comcast Corporation39,270US$964K0.06%
Ge Vernova Inc.819US$962K0.06%
Procter & Gamble Company (the)6,511US$955K0.06%
Space Exploration Technologies Corp5,337US$912K0.06%
Bank Of America Corporation15,896US$906K0.06%
Hilton Worldwide Holdings Inc.2,690US$889K0.06%
Cisco Systems, Inc.7,438US$874K0.05%
Shopify Inc.7,543US$861K0.05%
Electronic Arts Inc.4,116US$844K0.05%
Phillips Edison & Company, Inc.19,378US$809K0.05%
Fastenal Company16,544US$795K0.05%
Keysight Technologies Inc.2,229US$780K0.05%
Vertiv Holdings, Llc2,254US$755K0.05%
Rtx Corporation3,824US$726K0.05%
Walt Disney Company (the)7,403US$713K0.04%
Philip Morris International Inc3,880US$702K0.04%

Every holding of RMR Wealth Builders

Source

View original at SEC

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