1y return+17.7%S&P 500 +20.9%
3y return+55.9%S&P 500 +68.5%
5y return+54.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $210 against $242 in the S&P 500.2
RMR Wealth BuildersS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VUGVanguard Index Fds | $156.5M | 9.7% | +14.4% |
| VOOVanguard Index Fds | $156.2M | 9.7% | +12.4% |
| VTVVanguard Index Fds | $143.2M | 8.9% | +14.5% |
| IJHIshares Tr | $88.9M | 5.5% | +3.9% |
| IEFAIshares Tr | $72.7M | 4.5% | +8.4% |
| PRMRNorthern Lts Fd Tr II | $68.5M | 4.3% | +6.2% |
| NVDANvidia Corporation | $49.9M | 3.1% | |
| IWFIshares Tr | $49.4M | 3.1% | |
| AAPLApple Inc | $45.8M | 2.8% | +2.7% |
| SCHOSchwab Strategic Tr | $39.8M | 2.5% | +107.3% |
| SUBIshares Tr | $33.3M | 2.1% | +6.3% |
| IWDIshares Tr | $33.1M | 2.1% | |
| FSMBFirst Tr Exch Traded Fd III | $23.0M | 1.4% | +6.9% |
| MSFTMicrosoft Corp | $21.4M | 1.3% | +7.2% |
| HYSPimco Etf Tr | $21.3M | 1.3% | +11.2% |
| AMZNAmazon Com Inc | $19.4M | 1.2% | +6.7% |
| FMBFirst Tr Exch Traded Fd III | $18.1M | 1.1% | +5.6% |
| MUBIshares Tr | $17.5M | 1.1% | +6.8% |
| AVGOBroadcom Inc | $16.4M | 1.0% | −4.7% |
| AMDAdvanced Micro Devices Inc | $15.9M | 1.0% | +4.0% |
| MUMicron Technology Inc | $14.6M | 0.9% | +16.2% |
| JPMJpmorgan Chase & Co | $14.0M | 0.9% | +9.6% |
| SPYState Str Spdr S&p 500 Etf T | $13.1M | 0.8% | |
| GOOGAlphabet Inc | $12.4M | 0.8% | +10.7% |
| CGMUCapital Grp Fixed Incm Etf T | $11.4M | 0.7% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $49.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $16.4M |
| GLWCorning Inc | September 30, 2023 | +738.3% | $9.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $7.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $12.4M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2022 | +363.0% | $9.2M |
| LLYEli Lilly & Co | June 30, 2022 | +270.0% | $8.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $14.0M |
| PANWPalo Alto Networks Inc | March 31, 2022 | +228.7% | $8.0M |
| AMDAdvanced Micro Devices Inc | March 31, 2024 | +221.9% | $15.9M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $6.3M
- TMOThermo Fisher Scientific Inc was $2.7M
- Honeywell Intl IncCUSIP 438516106 was $1.7M
- XNXJXNuveen New Jersey was $473K
- Accenture PLC IrelandCUSIP G1151C101 was $294K
- AZOAutozone Inc was $230K
- ITMVaneck Etf Trust was $221K
- UNHUnitedhealth Group Inc was $212K
- FDLOFidelity Covington Trust was $208K
- QYLDGlobal X Fds was $208K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.6% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.6% | +7.8% |
| June 30, 2025 | +9.9% | +10.5% |
| March 31, 2025 | −4.8% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +4.8% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +10.7% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +6.4% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +7.5% | +10.7% |
| September 30, 2021 | −0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RMR Wealth Builders Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1803848&type=13F-HR&dateb=&owner=include&count=40CIK 1803848
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1803848/000142050626001286/Filed July 24, 2026 · accession 0001420506-26-001286