RMR Wealth Builders

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.41B
13F filings
3
Latest filing
Jan 14, 2025

Top 10 holdings

VUG $89.50M
9.25% of AUM
VOO $86.77M
8.97% of AUM
VTV $78.45M
8.11% of AUM
IJH $75.73M
7.83% of AUM
IWF $43.05M
4.45% of AUM
IEFA $37.55M
3.88% of AUM
NVDA $34.34M
3.55% of AUM
AAPL $29.87M
3.09% of AUM
IWD $25.44M
2.63% of AUM
SUB $24.67M
2.55% of AUM

About this filer

FilingIQ has indexed 3 quarterly Form 13F filings from RMR Wealth Builders. Reported assets under management total $1.41B.

View live RMR Wealth Builders filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does RMR Wealth Builders have under management?
Per RMR Wealth Builders's most recent SEC Form 13F filing dated Jan 14, 2025, total assets under management are $1.41B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has RMR Wealth Builders submitted?
FilingIQ has indexed 3 quarterly Form 13F filings from RMR Wealth Builders. Filings are due 45 days after quarter-end.
Where does RMR Wealth Builders's holdings data come from?
Every position shown on this page sources back to RMR Wealth Builders's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.