Latest RMR Wealth Builders Stock Portfolio

RMR Wealth Builders Performance:

2025 Q2: 6.29%YTD: 2.39%2024: 3.36%

Performance for 2025 Q2 is 6.29%, and YTD is 2.39%, and 2024 is 3.36%.

About RMR Wealth Builders and 13F Hedge Fund Stock Holdings

RMR Wealth Builders is a hedge fund based in MONTCLAIR, NJ. On 29-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.1 Billions. In it's latest 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.1 Billions as of 30 Jun, 2025.

The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9% of it's portfolio in VANGUARD INDEX FDS and 8.9% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off S&P GLOBAL INC (SPGI), ISHARES TR (IJR) and EXCHANGE TRADED CONCEPTS TRU (BITQ) stocks. They significantly reduced their stock positions in ADOBE INC (ADBE), BRISTOL-MYERS SQUIBB CO (BMY) and J P MORGAN EXCHANGE TRADED F (BBAX). RMR Wealth Builders opened new stock positions in PHILLIPS 66 (PSX), ISHARES U S ETF TR (CCRV) and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to CONOCOPHILLIPS (COP), ISHARES TR (IJR) and PALANTIR TECHNOLOGIES INC (PLTR).

RMR Wealth Builders Annual Return Estimates Vs S&P 500

Our best estimate is that RMR Wealth Builders made a return of 6.29% in the last quarter. In trailing 12 months, it's portfolio return was 5.72%.

New Buys

Ticker	$ Bought
phillips 66	2,574,020
ishares u s etf tr	1,761,570
j p morgan exchange traded f	970,355
ishares tr	894,071
ishares tr	868,962
first tr exchange-traded fd	519,742
ishares tr	503,720
american centy etf tr	407,905

New stocks bought by RMR Wealth Builders

Additions

Ticker	% Inc.
conocophillips	442
ishares tr	172
palantir technologies inc	139
fastenal co	101
wisdomtree tr	72.04
morgan stanley	59.46
berkshire hathaway inc del	47.26
schwab strategic tr	45.64

Additions to existing portfolio by RMR Wealth Builders

Reductions

Ticker	% Reduced
adobe inc	-56.94
bristol-myers squibb co	-19.00
j p morgan exchange traded f	-15.72
caterpillar inc	-15.5
texas instrs inc	-15.23
vanguard index fds	-14.84
the trade desk inc	-14.11
advanced micro devices inc	-12.6

RMR Wealth Builders reduced stake in above stock

Sold off

Ticker	$ Sold
exchange traded concepts tru	-223,631
vaneck etf trust	-135,965
global x fds	-176,144
s&p global inc	-1,742,400
ishares tr	-207,500
ishares tr	-258,568
prologis inc.	-214,380

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	14
Financial Services	4
Consumer Cyclical	3.2
Communication Services	2.8
Healthcare	1.9
Industrials	1.5
Consumer Defensive	1.2

Market Cap. Distribution

RMR Wealth Builders has about 30.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.5
MEGA-CAP	19.5
LARGE-CAP	11.2

Stocks belong to which Index?

About 29.4% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	70.2
S&P 500	29.4

Top 5 Winners (%)		%
COIN	coinbase global inc	98.5 %
AVGO	broadcom inc	63.6 %
CEG	constellation energy corp	60.0 %
ORCL	oracle corp	54.6 %
NVDA	nvidia corporation	45.6 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	12.5 M
IJR	ishares tr	6.6 M
MSFT	microsoft corp	6.1 M
AVGO	broadcom inc	6.0 M
IJR	ishares tr	5.0 M

Top 5 Losers (%)		%
FAST	fastenal co	-44.7 %
UNH	unitedhealth group inc	-40.4 %
DOW	dow inc	-24.2 %
BMY	bristol-myers squibb co	-23.5 %
LYB	lyondellbasell industries n	-17.8 %

Top 5 Losers ($)		$
AAPL	apple inc	-2.0 M
FAST	fastenal co	-0.6 M
CVX	chevron corp new	-0.5 M
XOM	exxon mobil corp	-0.4 M
TMO	thermo fisher scientific inc	-0.3 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 284 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for RMR Wealth Builders last quarter.

Last Reported on: 08 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	9.02	226,185	99,274,200	reduced	-0.21
Historical Trend of VANGUARD INDEX FDS Position Held By RMR Wealth Builders What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	VB	vanguard index fds	8.90	171,843	97,912,000	added	3.33

	VB	vanguard index fds	8.14	503,771	89,520,300	added	5.92

	IJR	ishares tr	7.79	1,381,170	85,660,100	added	5.02

	IBCE	ishares tr	4.37	576,384	48,116,500	added	5.45

	IJR	ishares tr	4.00	103,644	44,005,100	reduced	-0.4

	NVDA	nvidia corporation	3.64	253,243	40,012,300	added	0.54

	AAXJ	ishares tr	2.46	255,040	27,121,000	added	6.55

	IJR	ishares tr	2.43	137,894	26,783,100	added	1.13

	IJR	ishares tr	2.39	240,711	26,307,300	added	6.64

	AAPL	apple inc	2.37	127,314	26,121,000	added	5.75

	MSFT	microsoft corp	2.30	50,830	25,283,500	added	4.05

	AAXJ	ishares tr	1.63	171,467	17,914,800	added	5.66

	FMB	first tr exch traded fd iii	1.58	349,793	17,426,700	added	6.64

	FCAL	first tr exch traded fd iii	1.56	862,168	17,161,500	added	6.05

	AMZN	amazon com inc	1.44	72,315	15,865,100	added	2.01

	BNDX	vanguard charlotte fds	1.41	312,452	15,469,500	added	8.43

	AVGO	broadcom inc	1.40	56,001	15,436,600	added	1.8

	BOND	pimco etf tr	1.38	159,615	15,165,000	added	7.28

	FNDA	schwab strategic tr	0.99	445,132	10,852,300	added	31.94