Latest RMR Wealth Builders Stock Portfolio

RMR Wealth Builders Performance:

2026 Q1: -3.4%YTD: -3.4%2025: 13.36%

Performance for 2026 Q1 is -3.4%, and YTD is -3.4%, and 2025 is 13.36%.

About RMR Wealth Builders and 13F Hedge Fund Stock Holdings

RMR Wealth Builders is a hedge fund based in Montclair, NJ. On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.

The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9.5% of it's portfolio in VANGUARD INDEX FDS and 9.1% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off QUALCOMM INC (QCOM), SERVICENOW INC (NOW) and ISHARES U S ETF TR (CCRV) stocks. They significantly reduced their stock positions in LINDE PLC (LIN), PROCTER & GAMBLE CO (PG) and INTUIT (INTU). RMR Wealth Builders opened new stock positions in NEWMONT CORP (NEM), ANGEL OAK FUNDS TRUST and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to ALTRIA GROUP INC (MO), APPLIED MATLS INC (AMAT) and KLA CORP (KLAC).

RMR Wealth Builders Annual Return Estimates Vs S&P 500

Our best estimate is that RMR Wealth Builders made a return of -3.4% in the last quarter. In trailing 12 months, it's portfolio return was 14.63%.

Performance
S&P 500

New Buys

Ticker	$ Bought
newmont corp	2,703,830
angel oak funds trust	911,883
j p morgan exchange traded f	590,451
western digital corp	447,197
ishares tr	322,818
valero energy corp	299,728
janus detroit str tr	276,587
energy transfer l p	239,207

New stocks bought by RMR Wealth Builders

Additions

Ticker	% Inc.
altria group inc	764
applied matls inc	449
kla corp	406
johnson & johnson	175
ishares tr	145
micron technology inc	134
progressive corp	45.07
blackstone inc	41.45

Additions to existing portfolio by RMR Wealth Builders

Reductions

Ticker	% Reduced
linde plc	-85.72
procter & gamble co	-73.03
intuit	-64.14
ishares tr	-64.07
intuitive surgical inc	-58.59
ishares tr	-57.84
at&t inc	-27.96
spdr series trust	-25.68

RMR Wealth Builders reduced stake in above stock

Sold off

Ticker	$ Sold
fibrobiologics inc	-8,627
blackrock n y mun income tru	-222,999
ishares u s etf tr	-794,605
qualcomm inc	-2,282,310
spdr series trust	-346,419
servicenow inc	-1,566,460
vanguard scottsdale fds	-530,966
wisdomtree tr	-223,860

RMR Wealth Builders got rid off the above stocks

Sector Distribution

RMR Wealth Builders has about 68.5% of it's holdings in Others sector.

Sector	%
Others	68.5
Technology	13.6
Financial Services	3.7
Consumer Cyclical	3.1
Communication Services	2.9
Healthcare	2.4
Industrials	1.7
Consumer Defensive	1.3
Energy	1.2

Market Cap. Distribution

RMR Wealth Builders has about 31% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.5
MEGA-CAP	21.9
LARGE-CAP	9.1

Stocks belong to which Index?

About 29.8% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	70
S&P 500	29.8

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv	82.7 %
FRO	frontline plc	58.3 %
VRT	vertiv holdings co	52.9 %
GLW	corning inc	52.4 %
TER	teradyne inc	51.7 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.9 M
XOM	exxon mobil corp	1.9 M
IJR	ishares tr	1.7 M
GLW	corning inc	1.6 M
CVX	chevron corporation	1.4 M

Top 5 Losers (%)		%
CSGP	costar group inc	-39.6 %
BSX	boston scientific corp	-33.8 %
HUM	humana inc	-32.2 %
DOCU	docusign inc	-30.7 %
ADBE	adobe inc	-30.3 %

Top 5 Losers ($)		$
VB	vanguard index fds	-12.8 M
MSFT	microsoft corp	-6.0 M
VB	vanguard index fds	-5.8 M
IJR	ishares tr	-4.7 M
NVDA	nvidia corporation	-3.0 M

RMR Wealth Builders Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RMR Wealth Builders

RMR Wealth Builders has 277 stocks in it's portfolio. About 54.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for RMR Wealth Builders last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.08	154,071	39,101,600	added	16.26

AAXJ	ishares tr	2.47	294,637	31,378,800	added	2.29

AAXJ	ishares tr	1.27	152,237	16,159,900	added	5.68

AAXJ	ishares tr	0.04	4,500	533,700	unchanged	0.00

AAXJ	ishares tr	0.03	7,515	394,988	reduced	-1.49

AAXJ	ishares tr	0.02	2,478	273,546	added	3.9

ABBV	abbvie inc	0.12	7,176	1,560,620	reduced	-1.35

ABT	abbott laboratories	0.02	2,006	205,964	reduced	-2.57

ACN	accenture plc ireland	0.02	1,482	293,789	reduced	-18.3

ACWF	ishares tr	0.05	9,464	624,624	reduced	-4.06

ACWF	ishares tr	0.02	3,705	279,690	reduced	-3.19

ADBE	adobe inc	0.03	1,435	348,820	added	2.87

AEMB	american centy etf tr	0.04	5,513	467,756	unchanged	0.00

AFK	vaneck etf trust	0.10	56,750	1,285,950	added	28.61

AFK	vaneck etf trust	0.04	1,415	542,509	reduced	-3.94

AGNG	global x fds	0.02	6,403	212,698	added	0.22

AGNG	global x fds	0.02	12,134	208,098	added	4.05

AGZD	wisdomtree tr	0.03	6,119	321,504	reduced	-10.25

AGZD	wisdomtree tr	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.18	6,638	2,268,890	added	449