RMR Wealth Builders ETF holdings
Montclair, NJ
Reported $1.1B in 113 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
113
Change from prior quarter
+25.0%
With price moves
ETFs as a share of its 13F
65.9%
of $1.6B
Top 10 of 113 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $156.5M | 1,816,708 | +1,551,986 shares |
| VOO | Vanguard S&P 500 ETF | $156.2M | 227,464 | +25,158 shares |
| VTV | Vanguard Morningstar Value ETF | $143.2M | 656,979 | +83,023 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $88.9M | 1,153,024 | +43,599 shares |
| IEFA | iShares Core MSCI EAFE ETF | $72.7M | 753,130 | +58,655 shares |
| PRMR | PeakShares RMR Prime Equity ETF | $68.5M | 2,397,610 | +140,304 shares |
| IWF | iShares Russell 1000 Growth ETF | $49.4M | 397,795 | +297,818 shares |
| SCHO | Schwab Short-Term U.S. Treasury ETF | $39.8M | 1,650,711 | +854,354 shares |
| SUB | iShares Short-Term National Muni Bond ETF | $33.3M | 313,220 | +18,583 shares |
| IWD | iShares Russell 1000 Value ETF | $33.1M | 136,510 | −674 shares |
103 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001803848. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RMR Wealth Builders own?
RMR Wealth Builders reported 113 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was VUG, at $156.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.