RMR Capital Management, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 74 distinct positions held by the firm, managed by David Van Overeem, who serves as the Managing Member.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the disclosed holdings. Notable ETF positions include the iShares 0-3 Month Treasury ETF, which holds 122,718 shares, and the iShares 10+ Year Investment Grade Corporate Bond ETF, which holds 23,295 shares. The firm also holds significant shares in the SPDR Series Trust S&P 500 ETF Trust, with 64,911 shares, and the SPDR Gold Shares, with 3,231 shares.
Among individual common stocks, Berkshire Hathaway Inc. Class B is the largest holding, with 50,091 shares. Other notable individual stock positions include Costco Wholesale Corporation (3,627 shares), Walmart Inc. (18,452 shares), and Johnson & Johnson (8,080 shares). The filing indicates that all positions are held in a sole capacity.
