Latest RMR Wealth Builders Stock Portfolio

RMR Wealth Builders Performance:

2025 Q4: -1.56%YTD: 9.64%2024: -1.9%

Performance for 2025 Q4 is -1.56%, and YTD is 9.64%, and 2024 is -1.9%.

About RMR Wealth Builders and 13F Hedge Fund Stock Holdings

RMR Wealth Builders is a hedge fund based in Montclair, NJ. On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.2 Billions as of 31 Dec, 2025.

The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9.4% of it's portfolio in VANGUARD INDEX FDS and 9.3% of portfolio in VANGUARD INDEX FDS.

The fund managers got completely rid off FIDELITY NATL INFORMATION SV (FIS), ISHARES U S ETF TR (CCRV) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in LOCKHEED MARTIN CORP (LMT), ISHARES TR (IJR) and PHILLIPS 66 (PSX). RMR Wealth Builders opened new stock positions in NORTHERN LTS FD TR II, CAPITAL GRP FIXED INCM ETF T (CGCP) and PROGRESSIVE CORP (PGR). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), GE AEROSPACE (GE) and SERVICENOW INC (NOW).

RMR Wealth Builders Annual Return Estimates Vs S&P 500

Our best estimate is that RMR Wealth Builders made a return of -1.56% in the last quarter. In trailing 12 months, it's portfolio return was 9.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
northern lts fd tr ii	44,894,600
capital grp fixed incm etf t	9,251,450
progressive corp	1,867,530
chain bridge bancorp inc	1,340,910
bluerock pvt real estate fd	536,025
ge vernova inc	449,882
invesco exch trd slf idx fd	401,968
rbb fund trust	377,305

New stocks bought by RMR Wealth Builders

Additions

Ticker	% Inc.
netflix inc	927
ge aerospace	451
servicenow inc	421
select sector spdr tr	98.09
invesco exch traded fd tr ii	90.05
invesco exch trd slf idx fd	60.99
spdr series trust	57.76
rtx corporation	56.55

Additions to existing portfolio by RMR Wealth Builders

Reductions

Ticker	% Reduced
lockheed martin corp	-88.35
ishares tr	-79.34
phillips 66	-73.4
vaneck etf trust	-53.19
phillips edison & co inc	-38.34
lowes cos inc	-33.72
select sector spdr tr	-31.21
ishares tr	-21.81

RMR Wealth Builders reduced stake in above stock

Sold off

Ticker	$ Sold
tidal trust ii	-290,371
fidelity natl information sv	-1,635,580
dow inc	-416,386
bcb bancorp inc	-123,036
spdr series trust	-438,653
the trade desk inc	-415,066
ishares u s etf tr	-856,309
grayscale bitcoin mini tr et	-387,365

RMR Wealth Builders got rid off the above stocks

Sector Distribution

RMR Wealth Builders has about 68.2% of it's holdings in Others sector.

Sector	%
Others	68.2
Technology	14.2
Financial Services	4
Consumer Cyclical	3.3
Communication Services	3
Healthcare	2.4
Industrials	1.5
Consumer Defensive	1.1

Market Cap. Distribution

RMR Wealth Builders has about 31.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	68.2
MEGA-CAP	20.3
LARGE-CAP	10.9

Stocks belong to which Index?

About 30.1% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69.7
S&P 500	30.1

Top 5 Winners (%)		%
MU	micron technology inc	55.2 %
TWLO	twilio inc	42.1 %
LLY	eli lilly & co	39.3 %
TER	teradyne inc	36.5 %
REGN	regeneron pharmaceuticals	33.9 %

Top 5 Winners ($)		$
VB	vanguard index fds	2.4 M
AAPL	apple inc	2.2 M
GOOG	alphabet inc	2.1 M
VB	vanguard index fds	1.9 M
VB	vanguard index fds	1.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-74.9 %
	fibrobiologics inc	-58.8 %
XLB	select sector spdr tr	-47.7 %
XLB	select sector spdr tr	-45.5 %

Top 5 Losers ($)		$
NFLX	netflix inc	-33.2 M
NOW	servicenow inc	-4.7 M
XLB	select sector spdr tr	-4.2 M
MSFT	microsoft corp	-1.7 M
ORCL	oracle corp	-1.1 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 275 stocks in it's portfolio. About 54.4% of the portfolio is in top 10 stocks. NFLX 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: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.88	132,523	36,027,800	added	4.5

AAXJ	ishares tr	2.46	288,038	30,733,700	added	6.17

AAXJ	ishares tr	1.23	144,051	15,429,300	reduced	-20.87

AAXJ	ishares tr	0.04	4,500	537,075	unchanged	0.00

AAXJ	ishares tr	0.03	7,629	403,422	reduced	-0.29

AAXJ	ishares tr	0.02	2,385	262,661	reduced	-0.83

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.13	7,274	1,662,000	reduced	-4.55

ABT	abbott labs	0.02	2,059	257,949	new

ACN	accenture plc ireland	0.04	1,814	486,727	added	20.37

ACWF	ishares tr	0.06	9,864	684,858	unchanged	0.00

ACWF	ishares tr	0.02	3,827	286,566	unchanged	0.00

ADBE	adobe inc	0.04	1,395	488,236	reduced	-17.8

AEMB	american centy etf tr	0.04	5,513	453,848	added	0.04

AFK	vaneck etf trust	0.08	44,124	1,010,890	added	8.81

AFK	vaneck etf trust	0.04	1,473	530,497	reduced	-53.19

AGNG	global x fds	0.02	6,389	231,486	unchanged	0.00

AGNG	global x fds	0.02	11,662	206,060	added	1.81

AGZD	wisdomtree tr	0.03	6,818	351,813	added	0.72

AGZD	wisdomtree tr	0.02	3,155	223,546	reduced	-0.57