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Latest RMR Wealth Builders Stock Portfolio

$1.61Billion | No. of Holdings #315

RMR Wealth Builders Performance

2026 Q2-15.00%
YTD-17.89%
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 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, RMR Wealth Builders reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of RMR Wealth Builders are VB, VB, VB. The fund has invested 9.7% 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 EXXON MOBIL CORP (XOM), THERMO FISHER SCIENTIFIC INC (TMO) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in BLACKSTONE INC (BX), WASTE MGMT INC DEL (WM) and AMERICAN TOWER CORP (AMT). RMR Wealth Builders opened new stock positions in WELLTOWER INC (WELL), CADENCE DESIGN SYSTEM INC (CDNS) and DELL TECHNOLOGIES INC (DELL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), WESTERN DIGITAL CORP (WDC) and ISHARES TR (IJR).
RMR Wealth Builders Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$1.61Billion
  as of Jul 24, 2026

RMR Wealth Builders Annual Return Estimates Vs S&P 500

Our best estimate is that RMR Wealth Builders made a return of -15% in the last quarter. In trailing 12 months, it's portfolio return was -11.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
welltower inc3,247,490
cadence design system inc2,446,710
dell technologies inc2,255,320
fidelity merrimack str tr2,064,130
j p morgan exchange traded f1,636,340
fidelity covington trust1,592,480
legg mason etf invt1,552,640
columbia seligm prem tech gr1,112,290
New stocks bought by RMR Wealth Builders

Additions

Ticker% Inc.
vanguard index fds586
vanguard index fds317
western digital corp299
ishares tr297
ishares tr254
cme group inc217
gilead sciences inc182
caterpillar inc174
Additions to existing portfolio by RMR Wealth Builders

Reductions

Ticker% Reduced
blackstone inc-68.36
waste mgmt inc del-56.81
american tower corp-53.1
vertex pharmaceuticals inc-50.48
invesco exch trd slf idx fd-45.92
vaneck etf trust-44.89
j p morgan exchange traded f-41.08
spdr series trust-39.47
RMR Wealth Builders reduced stake in above stock

Sold off

Ticker$ Sold
nuveen new jersey-472,566
exxon mobil corp-6,251,970
global x fds-208,098
honeywell intl inc-1,714,410
thermo fisher scientific inc-2,690,340
vaneck etf trust-221,157
fidelity covington trust-208,270
abbott laboratories-205,964
RMR Wealth Builders got rid off the above stocks

Sector Distribution

RMR Wealth Builders has about 67.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Healthcare
  • Industrials
  • Consumer Defensive
Sector%
Others67.8
Technology15.9
Financial Services3.4
Consumer Cyclical3
Communication Services2.7
Healthcare2.3
Industrials1.8
Consumer Defensive1.3

Market Cap. Distribution

RMR Wealth Builders has about 31.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED67.8
MEGA-CAP22.1
LARGE-CAP9.7

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.

  • Others
  • S&P 500
Index%
Others69.6
S&P 50030.1
Top 5 Winners (%)%
MU
micron technology inc
192.4 %
MRVL
marvell technology inc
191.2 %
AMD
advanced micro devices inc
175.6 %
INTC
intel corp
164.0 %
HUM
humana inc
129.1 %
Top 5 Winners ($)$
VB
vanguard index fds
19.2 M
VB
vanguard index fds
13.4 M
northern lts fd tr ii
12.0 M
IJR
ishares tr
10.8 M
AMD
advanced micro devices inc
10.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.0 %
VB
vanguard index fds
-61.4 %
IJR
ishares tr
-60.4 %
INTU
intuit
-35.0 %
LYB
lyondellbasell industries nv
-34.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-364.9 M
IJR
ishares tr
-75.2 M
NFLX
netflix inc.
-1.6 M
CVX
chevron corporation
-1.2 M
CME
cme group inc
-0.9 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 315 stocks in it's portfolio. About 54.1% 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.

$1.61BTotal Value
327Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of RMR Wealth Builders, last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
2.07%313,220
$33.35M
2.07%
increased 6.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
1.09%162,583
$17.50M
1.09%
increased 6.8 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.03%4,500
$528.5K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.02%7,515
$393.9K
0.02%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.02%2,875
$317.2K
0.02%
increased 16.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
RMR Wealth Builders's holding in Ishares Tr over time
0.01%6,751
$205.8K
0.01%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
RMR Wealth Builders's holding in Ishares Tr over time
0.04%9,193
$695.3K
0.04%
decreased 2.86 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
RMR Wealth Builders's holding in Ishares Tr over time
0.02%3,705
$330.3K
0.02%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
RMR Wealth Builders's holding in American Centy Etf Tr over time
0.03%5,515
$492.0K
0.03%
increased 0.04 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RMR Wealth Builders's holding in Vaneck Etf Trust over time
0.09%59,951
$1.37M
0.09%
increased 5.64 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
RMR Wealth Builders's holding in Vaneck Etf Trust over time
0.08%1,855
$1.22M
0.08%
increased 31.1 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
RMR Wealth Builders's holding in Pacer Fds Tr over time
0.05%12,894
$802.0K
0.05%
new position
AGNG
Global X Fds

Global X Fds

AGNG
RMR Wealth Builders's holding in Global X Fds over time
0.01%6,303
$239.1K
0.01%
decreased 1.56 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
RMR Wealth Builders's holding in Global X Fds over time
0.01%2,504
$222.3K
0.01%
new position