RMR Wealth Builders
RIA/Wealth
RMR Wealth Builders is a RIA/Wealth based in New York, NY led by Ryan Patrick Degrau, reporting $2.2B in AUM as of Q3 2025 with 67% ETF concentration and 55% concentrated in top 10 holdings.
CEORyan Patrick Degrau
- Portfolio Value
- $1.2B
- Positions
- 282
- Top Holding
- VUG at 9.44%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in RMR Wealth Builders's portfolio (55.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $112.8M | 9.44% | +$4.2M Bought | — 234.9K shares | |
ETF ETF | $110.9M | 9.28% | +$5.4M Bought | — 180.6K shares | |
ETF ETF | $100.1M | 8.38% | +$5.7M Bought | — 534.1K shares | |
ETF ETF | $94.7M | 7.92% | +$4.6M Bought | — 1.5M shares | |
ETF ETF | $52.8M | 4.42% | +$2.5M Bought | — 604.5K shares | |
ETF ETF | $47.9M | 4.01% | -$631.4K Sold | — 102.3K shares | |
Semiconductors Technology | $47.3M | 3.96% | +$14.4K Bought | 0.00% 253.3K shares | |
Consumer Electronics Technology | $32.3M | 2.70% | -$126.6K Sold | 0.00% 126.8K shares | |
ETF ETF | $30.2M | 2.53% | +$1.6M Bought | — 253.9K shares | |
ETF ETF | $29.0M | 2.42% | +$1.7M Bought | — 271.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in RMR Wealth Builders's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for RMR Wealth Builders
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