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Latest RMR Wealth Builders Stock Portfolio

$1.72Billion | No. of Holdings #310

RMR Wealth Builders Performance

2026 Q3+0.90%
YTD-17.15%
2025+13.36%

About RMR Wealth Builders and 13F Hedge Fund Stock Holdings

RMR Wealth Builders is a hedge fund based in Montclair, NJ. On 2026-10-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.7 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9.8% of it's portfolio in VANGUARD INDEX FDS and 9.7% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off WASTE MGMT INC DEL (WM), J P MORGAN EXCHANGE TRADED F (BBAX) and ELECTRONIC ARTS INC (EA) stocks. They significantly reduced their stock positions in ORACLE CORP (ORCL), FIDELITY MERRIMACK STR TR (FBND) and FIDELITY COVINGTON TRUST (FBCG). RMR Wealth Builders opened new stock positions in FIDELITY COVINGTON TRUST, WELLS FARGO & CO (WFC) and KKR & CO INC (KKR). The fund showed a lot of confidence in some stocks as they added substantially to CISCO SYS INC (CSCO), SANDISK CORP and JOHNSON CONTROLS INTERNATION (JCI).
RMR Wealth Builders Equity Portfolio Value
Last Reported on: 22 Oct, 2026
$1.72Billion
  as of Oct 22, 2026

RMR Wealth Builders Annual Return Estimates Vs S&P 500

Our best estimate is that RMR Wealth Builders made a return of 0.9% in the last quarter. In trailing 12 months, it's portfolio return was -15.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fidelity covington trust36,055,700
exxonmobil holdings corp7,525,650
wells fargo & co1,912,340
carnival corp ltd1,881,770
kkr & co inc698,361
brookfield corp575,531
unitedhealth group inc369,266
dte energy co348,957
New stocks bought by RMR Wealth Builders

Additions

Ticker% Inc.
cisco sys inc340
sandisk corp98.21
johnson controls internation80.82
linde plc79.02
ishares tr66.37
cadence design system inc47.25
alibaba group hldg ltd46.82
schwab strategic tr44.62
Additions to existing portfolio by RMR Wealth Builders

Reductions

Ticker% Reduced
oracle corp-83.85
fidelity merrimack str tr-83.83
fidelity covington trust-82.26
legg mason etf invt-81.08
j p morgan exchange traded f-79.79
columbia seligm prem tech gr-72.83
ishares tr-72.09
american tower corp-72.05
RMR Wealth Builders reduced stake in above stock

Sold off

Ticker$ Sold
prospect cap corp-103,807
icahn enterprises lp-290,851
bluerock pvt real estate fd-450,386
spdr series trust-840,663
amplify etf tr-244,074
j p morgan exchange traded f-955,723
blackrock science & technolo-717,731
royce small cap trust inc-241,820
RMR Wealth Builders got rid off the above stocks

Sector Distribution

RMR Wealth Builders has about 68.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others68.1
Technology15.9
Financial Services3.4
Consumer Cyclical2.7
Communication Services2.7
Healthcare2.4
Industrials1.5
Consumer Defensive1.2

Market Cap. Distribution

RMR Wealth Builders has about 31.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED68.1
MEGA-CAP22.4
LARGE-CAP9.1

Stocks belong to which Index?

About 29.5% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others70.3
S&P 50029.5
Top 5 Winners (%)%
PLTR
palantir technologies inc
56.0 %
DOCU
docusign inc
50.7 %
PSX
phillips 66
49.6 %
MPC
marathon pete corp
49.0 %
CRM
salesforce inc
46.0 %
Top 5 Winners ($)$
MSFT
microsoft corp
8.2 M
VB
vanguard index fds
7.3 M
NVDA
nvidia corporation
7.2 M
AAPL
apple inc
7.0 M
CRWD
crowdstrike hldgs inc
3.4 M
Top 5 Losers (%)%
MIDD
middleby corp
-39.8 %
GLW
corning inc
-36.8 %
KLAC
kla corp
-33.5 %
honeywell aerospace inc
-29.4 %
AMAT
applied matls inc
-28.2 %
Top 5 Losers ($)$
IJR
ishares tr
-6.1 M
GLW
corning inc
-3.4 M
KLAC
kla corp
-2.2 M
AMAT
applied matls inc
-1.8 M
CAT
caterpillar inc
-1.5 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 310 stocks in it's portfolio. About 54% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for RMR Wealth Builders last quarter.

$1.72BTotal Value
337Positions
22 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of RMR Wealth Builders, last reported on 22 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
2.02%331,561
$34.66M
2.02%
increased 5.86 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
1.02%172,822
$17.47M
1.02%
increased 6.3 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.03%4,500
$510.5K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.02%6,660
$341.2K
0.02%
decreased 11.38 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.02%2,735
$301.7K
0.02%
decreased 4.87 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
RMR Wealth Builders's holding in Ishares Tr over time
0.04%9,193
$715.7K
0.04%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
RMR Wealth Builders's holding in Ishares Tr over time
0.02%3,705
$309.6K
0.02%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
RMR Wealth Builders's holding in Ishares Inc over time
0.01%2,060
$229.4K
0.01%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RMR Wealth Builders's holding in American Centy Etf Tr over time
0.03%5,516
$497.0K
0.03%
increased 0.02 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RMR Wealth Builders's holding in Vaneck Etf Trust over time
0.08%60,444
$1.32M
0.08%
increased 0.82 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RMR Wealth Builders's holding in Vaneck Etf Trust over time
0.06%1,575
$959.0K
0.06%
decreased 15.09 percentreduced
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
RMR Wealth Builders's holding in Pacer Fds Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
RMR Wealth Builders's holding in Global X Fds over time
0.01%6,304
$222.1K
0.01%
increased 0.02 percentadded