Latest RMR Wealth Builders Stock Portfolio
RMR Wealth Builders Performance:
2025 Q3: 4.03%YTD: 6.37%2024: 4.93%
Performance for 2025 Q3 is 4.03%, and YTD is 6.37%, and 2024 is 4.93%.
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 $1.2 Billions as of 30 Sep, 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 VANGUARD CHARLOTTE FDS (BNDX), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in MARTIN MARIETTA MATLS INC (MLM), ACCENTURE PLC IRELAND (ACN) and ISHARES TR (AAXJ). RMR Wealth Builders opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SERIES TRUST (BIL) and PUTNAM ETF TRUST (PFUT). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), INVESCO EXCHANGE TRADED FD T (CSD) and ADVANCED MICRO DEVICES INC (AMD).
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 VANGUARD CHARLOTTE FDS (BNDX), J P MORGAN EXCHANGE TRADED F (BBAX) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in MARTIN MARIETTA MATLS INC (MLM), ACCENTURE PLC IRELAND (ACN) and ISHARES TR (AAXJ). RMR Wealth Builders opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), SPDR SERIES TRUST (BIL) and PUTNAM ETF TRUST (PFUT). The fund showed a lot of confidence in some stocks as they added substantially to PALO ALTO NETWORKS INC (PANW), INVESCO EXCHANGE TRADED FD T (CSD) and ADVANCED MICRO DEVICES INC (AMD).
RMR Wealth Builders Annual Return Estimates Vs S&P 500
Our best estimate is that RMR Wealth Builders made a return of 4.03% in the last quarter. In trailing 12 months, it's portfolio return was 7.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 1,064,700 |
| spdr series trust | 795,656 |
| putnam etf trust | 734,741 |
| axon enterprise inc | 587,030 |
| world gold tr | 505,793 |
| lpl finl hldgs inc | 403,886 |
| ishares bitcoin trust etf | 385,005 |
| invesco exch trd slf idx fd | 342,438 |
New stocks bought by RMR Wealth Builders
Additions
| Ticker | % Inc. |
|---|---|
| palo alto networks inc | 195 |
| invesco exchange traded fd t | 78.85 |
| advanced micro devices inc | 62.66 |
| kla corp | 60.68 |
| spdr series trust | 48.81 |
| intel corp | 41.56 |
| t-mobile us inc | 36.77 |
| alphabet inc | 27.59 |
Additions to existing portfolio by RMR Wealth Builders
Reductions
| Ticker | % Reduced |
|---|---|
| martin marietta matls inc | -77.83 |
| accenture plc ireland | -76.01 |
| ishares tr | -54.85 |
| first tr exchange-traded fd | -54.2 |
| ishares u s etf tr | -53.73 |
| ishares inc | -37.19 |
| phillips 66 | -31.82 |
| applied matls inc | -31.7 |
RMR Wealth Builders reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard charlotte fds | -15,469,500 |
| snap inc | -316,820 |
| j p morgan exchange traded f | -970,355 |
| liberty global ltd | -175,126 |
| barclays plc | -223,608 |
| soundhound ai inc | -112,129 |
| sony group corp | -270,127 |
| ishares tr | -337,980 |
RMR Wealth Builders got rid off the above stocks
Sector Distribution
RMR Wealth Builders has about 68.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 68.4 |
| Technology | 14.6 |
| Financial Services | 3.8 |
| Consumer Cyclical | 3.2 |
| Communication Services | 2.9 |
| Healthcare | 1.9 |
| Industrials | 1.4 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
RMR Wealth Builders has about 30.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 68.4 |
| MEGA-CAP | 20.1 |
| LARGE-CAP | 10.8 |
Stocks belong to which Index?
About 29.7% of the stocks held by RMR Wealth Builders either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70 |
| S&P 500 | 29.7 |
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 281 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. NFLX 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: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.70 | 126,817 | 32,291,400 | reduced | -0.39 | ||
| AAXJ | ishares tr | 2.42 | 271,309 | 28,970,300 | added | 6.38 | ||
| AAXJ | ishares tr | 1.62 | 182,040 | 19,385,400 | added | 6.17 | ||
| AAXJ | ishares tr | 0.04 | 4,500 | 537,795 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.03 | 7,651 | 405,733 | reduced | -54.85 | ||
| AAXJ | ishares tr | 0.02 | 2,405 | 265,719 | added | 0.29 | ||
| AAXJ | ishares tr | 0.02 | 6,776 | 214,249 | added | 1.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.15 | 7,621 | 1,764,600 | reduced | -3.6 | ||
| ACN | accenture plc ireland | 0.03 | 1,507 | 371,544 | reduced | -76.01 | ||
| ACWF | ishares tr | 0.06 | 9,864 | 681,405 | reduced | -27.2 | ||
| ACWF | ishares tr | 0.02 | 3,827 | 284,537 | reduced | -26.57 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.05 | 1,697 | 598,595 | reduced | -16.53 | ||
| AEMB | american centy etf tr | 0.04 | 5,511 | 434,857 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.09 | 3,147 | 1,026,930 | added | 2.18 | ||
| AFK | vaneck etf trust | 0.08 | 40,550 | 928,594 | added | 5.07 | ||
| AGNG | global x fds | 0.02 | 6,389 | 226,374 | reduced | -15.91 | ||
| AGNG | global x fds | 0.02 | 11,455 | 194,841 | new | |||
| AGZD | wisdomtree tr | 0.03 | 6,769 | 353,996 | reduced | -0.57 | ||