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Livermore
Livermore
ZHEN

RMR Wealth Builders

SEC CIK
0001803848
Latest filing
Jul 24, 2026

The latest 13F from RMR Wealth Builders covers Q2 2026 (filed Jul 24, 2026): 316 long positions worth $1.61B. The top 10 holdings make up 54.1% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 9.7%. Livermore has 24 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
50
Est. +$30.2M
Added
158
Est. +$166.7M
Reduced
85
Est. −$18.5M
Sold out
11
Est. −$12.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Growth ETF922908736
    9.7%$156.5M
  2. Vanguard S&P 500 ETF922908363
    9.7%$156.2M
  3. Vanguard Morningstar Value ETF922908744
    8.9%$143.2M
  4. iShares Core S&P Mid-Cap ETF464287507
    5.5%$88.9M
  5. iShares Core MSCI Eafe ETF46432F842
    4.5%$72.7M

Share of portfolio

Top 5 holdings and the other 311 positions, by share of portfolio value

  1. Vanguard Morningstar Growth ETF9.7%
  2. Vanguard S&P 500 ETF9.7%
  3. Vanguard Morningstar Value ETF8.9%
  4. iShares Core S&P Mid-Cap ETF5.5%
  5. iShares Core MSCI Eafe ETF4.5%
  6. Other 311 positions61.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Schwab Strategic Tr808524862
    +$20.6MAdded
  2. Vanguard Morningstar Growth ETF922908736
    +$19.7MAddedConverted for a 6-for-1 split
  3. Vanguard Morningstar Value ETF922908744
    +$18.1MAdded
  4. Vanguard S&P 500 ETF922908363
    +$17.3MAdded
  5. iShares Core MSCI Eafe ETF46432F842
    +$5.66MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Schwab Strategic Tr808524862
    +0.95 pp1.5% → 2.5%
  2. MUMicron Technology Inc
    +0.62 pp0.3% → 0.9%History
  3. Vanguard Morningstar Growth ETF922908736
    +0.61 pp9.1% → 9.7%
  4. AMDAdvanced Micro Devices Inc
    +0.57 pp0.4% → 1.0%History
  5. PANWPalo Alto Networks Inc
    +0.25 pp0.2% → 0.5%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. XOMExxonMobil Holdings Corp
    −$6.25MSold outHistory
  2. TMOThermo Fisher Scientific Inc.
    −$2.69MSold outHistory
  3. BXBlackstone Inc.
    −$2.52MReducedHistory
  4. VVisa Inc.
    −$1.85MReducedHistory
  5. VRTXVertex Pharmaceuticals Inc
    −$1.78MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. XOMExxonMobil Holdings Corp
    −0.49 pp0.5% → 0.0%History
  2. iShares Russell 1000 Growth ETF464287614
    −0.29 pp3.4% → 3.1%
  3. iShares Russell 1000 Value ETF464287598
    −0.25 pp2.3% → 2.1%
  4. TMOThermo Fisher Scientific Inc.
    −0.21 pp0.2% → 0.0%History
  5. BXBlackstone Inc.
    −0.21 pp0.3% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.61B
+$340.4M (+26.8%) vs. prior quarter
Positions
316
+39 vs. prior quarter
Top 10 concentration
54.1%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
17.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.61B (Q2 2026)

Q1 2021: $384.9MQ2 2021: $305.0MQ3 2021: $340.6MQ4 2021: $348.2MQ1 2022: $466.2MQ2 2022: $401.3MQ3 2022: $408.8MQ4 2022: $441.1MQ1 2023: $525.9MQ2 2023: $587.9MQ3 2023: $626.1MQ4 2023: $711.8MQ1 2024: $827.0MQ2 2024: $871.4MQ3 2024: $943.7MQ4 2024: $967.5MQ1 2025: $950.1MQ2 2025: $1.10BQ3 2025: $1.19BQ4 2025: $1.25BQ1 2026: $1.27BQ2 2026: $1.61B
Q1 2021Q2 2026
13F filings of RMR Wealth Builders by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 24, 2026316$1.61BVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2026SEC
Q1 2026Apr 22, 2026277$1.27BVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2025SEC
Q4 2025Jan 29, 2026275$1.25BVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q3 2025SEC
Q3 2025Nov 5, 2025282$1.19BVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q2 2025SEC
Q2 2025Jul 8, 2025285$1.10BVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2025SEC
Q1 2025Apr 16, 2025259$950.1MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2024SEC
Q4 2024Jan 14, 2025Amended256$967.5MVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q3 2024SEC
Q3 2024Oct 21, 2024260$943.7MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q2 2024SEC
Q2 2024Jul 23, 2024250$871.4MVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2024SEC
Q1 2024Apr 15, 2024259$827.0MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2023SEC
Q4 2023Feb 6, 2024232$711.8MVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q3 2023SEC
Q3 2023Oct 23, 2023230$626.1MVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q2 2023SEC
Q2 2023Jul 21, 2023212$587.9MVanguard Morningstar Growth ETFVanguard S&P 500 ETFVanguard Morningstar Value ETFvs. Q1 2023SEC
Q1 2023Apr 11, 2023212$525.9MVanguard S&P 500 ETFVanguard Morningstar Growth ETFVanguard Morningstar Value ETFvs. Q4 2022SEC
Q4 2022Feb 15, 2023Amended192$441.1MVanguard S&P 500 ETFVanguard Morningstar Value ETFiShares Core S&P Mid-Cap ETFvs. Q3 2022SEC
Q3 2022Nov 8, 2022195$408.8MVanguard S&P 500 ETFVanguard Morningstar Value ETFVanguard Morningstar Growth ETFvs. Q2 2022SEC
Q2 2022Aug 2, 2022194$401.3MVanguard Morningstar Value ETFVanguard S&P 500 ETFVanguard Morningstar Growth ETFvs. Q1 2022SEC
Q1 2022May 13, 2022205$466.2MVanguard S&P 500 ETFVanguard Morningstar Value ETFVanguard Morningstar Growth ETFvs. Q4 2021SEC
Q4 2021Feb 2, 2022122$348.2MVanguard S&P 500 ETFiShares Russell 1000 Growth ETFVanguard Morningstar Growth ETFvs. Q3 2021SEC
Q3 2021Oct 18, 2021187$340.6MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares MSCI Eafe ETFvs. Q2 2021SEC
Q2 2021Aug 16, 2021172$305.0MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares MSCI Eafe ETFvs. Q1 2021SEC
Q1 2021May 13, 2021798$384.9MiShares Russell 1000 Growth ETFiShares Russell 1000 Value ETFiShares MSCI Eafe ETF–SEC