RMR Wealth Builders

CIK

1803848

Location

Montclair, NJ

Portfolio Value

Mid $1,540,310,260

Diversification

Diversified

Filing Date

Global Rank

#1,919 / 8,795 ▲ 485 · as of Jun 2026

Top Industry

Semiconductors 19.6%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

25 quarters · since Jun 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

249 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

29.7%

−0.6 pts

Top 5

59.9%

+12.1 pts

Top 10

68.1%

+10.0 pts

HHI

1,374

Diversified+338

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	64.2%	$988,728,496	46
Technology	17.2%	$264,330,957	48
Financial Services	4.9%	$75,187,320	47
Consumer Cyclical	3.2%	$49,130,910	15
Communication Services	2.8%	$42,522,526	10
Healthcare	2.3%	$35,716,460	18
Industrials	2.0%	$30,478,567	27
Consumer Defensive	1.4%	$20,863,068	7
Utilities	0.7%	$11,397,752	6
Energy	0.6%	$8,949,251	9
Basic Materials	0.4%	$6,865,823	11
Real Estate	0.4%	$6,139,130	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+1,663,548	2,706,110	$456,775,907
FNDA	Schwab Fundamental U.S. Small Company ETF	+854,362	1,911,944	$47,875,228
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+440,748	3,125,652	$322,130,317
FCAL	First Trust California Municipal High income ETF	+92,878	1,503,195	$41,085,444
BILZ	PIMCO Ultra Short Government Active ETF	+39,879	357,253	$24,747,333
CGCB	Capital Group Core Bond ETF	+29,033	414,630	$11,389,886
GILD	Gilead Sciences, Inc.	+25,336	39,220	$4,955,054
FCSH	Federated Hermes Short Duration Corporate ETF	+23,483	258,829	$6,495,313
FBCG	Fidelity Blue Chip Growth ETF	+23,190	26,414	$1,592,500
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+22,970	69,194	$3,684,390
VZ	Verizon Communications Inc	+22,145	110,043	$4,659,220
KLAC	Kla Corp	+19,763	21,318	$6,431,853
MO	Altria Group, Inc.	+17,448	60,666	$4,364,918
NFLX	Netflix Inc	+13,849	72,967	$5,209,843
UBER	Uber Technologies, Inc	+12,407	52,150	$3,763,144
CME	Cme Group Inc.	+12,175	17,775	$3,925,253
WMT	Walmart Inc.	+11,332	53,016	$6,004,592
DUK	Duke Energy CORP	+9,304	34,288	$4,340,175
NEM	NEWMONT Corp /DE/	+8,660	33,638	$3,141,789
PLTR	Palantir Technologies Inc.	+7,815	30,328	$3,538,367
ANET	Arista Networks, Inc.	+7,354	38,992	$6,623,960
TJX	Tjx Companies Inc /De/	+7,219	28,630	$4,337,445
ABI	VictoryShares Pioneer Asset-Based Income ETF	+6,889	9,756	$1,147,531
HTGC	Hercules Capital, Inc.	+6,507	26,068	$411,092
MMM	3M Co	+6,479	26,976	$4,367,684
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BX	Blackstone Inc.	−21,388	9,901	$1,165,050
BSCA	Invesco BulletShares 2036 Corporate Bond ETF	−19,844	29,185	$571,084
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−18,995	81,209	$5,952,438
AMT	American Tower Corp /Ma/	−9,565	8,447	$1,381,675
WM	Waste Management Inc	−7,817	5,942	$1,324,352
AGNG	Global X Funds Global X Aging Population ETF	−6,615	11,922	$665,114
AOHY	Angel Oak High Yield Opportunities ETF	−5,697	12,093	$616,803
CRM	Salesforce, Inc.	−5,408	9,173	$1,437,042
V	Visa Inc.	−5,382	13,850	$4,751,796
AFK	VanEck Africa Index ETF	−5,230	66,849	$2,856,578
HON	Honeywell International Inc	−3,798	3,787	$847,909
VRTX	Vertex Pharmaceuticals Inc / Ma	−3,589	3,521	$1,748,986
AVGO	Broadcom Inc.	−2,133	43,444	$16,410,971
STT	State Street Corp	−1,748	14,717	$788,978
PECO	Phillips Edison & Company, Inc.	−1,740	19,378	$806,512
COP	Conocophillips	−1,665	6,044	$628,334
PSX	Phillips 66	−1,229	2,723	$460,323
CMCSA	Comcast Corp	−1,180	39,270	$964,078
PYPL	PayPal Holdings, Inc.	−793	5,024	$216,936
MAIN	Main Street Capital CORP	−764	11,948	$619,862
LOW	Lowes Companies Inc	−733	1,329	$293,031
MRVL	Marvell Technology, Inc.	−635	6,044	$1,800,447
MDY	Spdr S&P Midcap 400 ETF Trust	−571	13,395	$9,421,239
TWLO	Twilio Inc	−495	9,922	$2,047,206
PEG	Public Service Enterprise Group Inc	−441	15,845	$1,285,980
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WELL	Welltower Inc.	14,308	$3,247,486
CDNS	Cadence Design Systems Inc	6,519	$2,446,711
DELL	Dell Technologies Inc.	5,227	$2,255,241
FAAA	Fidelity AAA CLO ETF	45,208	$2,056,511
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	38,256	$1,552,619
STK	Columbia Seligman Premium Technology Growth Fund, Inc.	20,648	$1,112,307
SPCX	Space Exploration Technologies Corp	5,337	$911,879
HONA	Honeywell Aerospace Inc.	3,787	$837,229
AAAP	Pacer Barings CLO Market Flex ETF	12,894	$802,006
STX	Seagate Technology Holdings plc	806	$777,790
BST	BlackRock Science & Technology Trust	14,154	$717,749
AIEQ	Amplify AI Powered Equity ETF	29,522	$633,259
ALAB	Astera Labs, Inc.	939	$453,555
SITM	SITIME Corp	536	$399,620
NMZ	Nuveen Municipal High Income Opportunity Fund	31,182	$329,593
VEA	Vanguard FTSE Developed Markets ETF	4,439	$316,278
IEP	Icahn Enterprises L.P.	40,340	$290,851
TREX	Trex Co Inc	5,266	$263,510
SNDK	Sandisk Corp	112	$254,657
GBTC	Grayscale Bitcoin Trust ETF	5,545	$252,408
EDV	Vanguard World Funds Extended Duration ETF	2,046	$244,537
RVT	Royce Small-Cap Trust, Inc.	13,093	$241,827
IRM	Iron Mountain Inc	1,814	$229,126
ADP	Automatic Data Processing Inc	1,023	$229,100
DE	Deere & Co	355	$225,187
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	36,850	$6,251,971
TMO	Thermo Fisher Scientific Inc.	5,473	$2,690,143
ACN	Accenture plc	1,482	$293,865
AZO	Autozone Inc	68	$229,689
UNH	Unitedhealth Group Inc	783	$211,871
ABT	Abbott Laboratories	2,006	$205,956
NXJ	NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND	38,176	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

249 tracked positions · $1,540,310,260 total · filing declares 316 positions · $1,610,319,666 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 249 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	2,706,110	+1,663,548	$456,775,907	+80.5%	29.65%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	3,125,652	+440,748	$322,130,317	—	20.91%
NVDA	Nvidia Corp Technology	Added	249,506	+87	$49,923,655	+14.8%	3.24%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,911,944	+854,362	$47,875,228	+82.1%	3.11%
AAPL	Apple Inc. Technology	Added	158,266	+4,195	$45,795,849	+17.1%	2.97%
FCAL	First Trust California Municipal High income ETF	Added	1,503,195	+92,878	$41,085,444	+7.1%	2.67%
BILZ	PIMCO Ultra Short Government Active ETF	Added	357,253	+39,879	$24,747,333	+12.2%	1.61%
MSFT	Microsoft Corp Technology	Added	57,470	+3,841	$21,437,459	+8.0%	1.39%
GOOGL	Alphabet Inc. Communication Services	Added	55,044	+3,926	$19,529,431	+33.1%	1.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	81,431	+5,139	$19,408,264	+22.1%	1.26%
AVGO	Broadcom Inc. Technology	Reduced	43,444	-2,133	$16,410,971	+16.3%	1.07%
AMD	Advanced Micro Devices Inc Technology	Added	27,427	+1,064	$15,932,618	+197.1%	1.03%
MU	Micron Technology Inc Technology	Added	12,610	+1,760	$14,555,596	+297.1%	0.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	42,694	+3,753	$13,975,027	+22.0%	0.91%
SPY	Spdr S&P 500 ETF Trust	Added	17,544	+58	$13,101,332	+15.2%	0.85%
CGCB	Capital Group Core Bond ETF	Added	414,630	+29,033	$11,389,886	+8.8%	0.74%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	63,103	+348	$10,194,200	+35.5%	0.66%
QQQ	Invesco Qqq Trust, Series 1	Added	13,336	+1,057	$9,820,630	+38.6%	0.64%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	13,395	-571	$9,421,239	+9.4%	0.61%
GLW	Corning Inc /Ny Technology	Added	36,378	+5,733	$9,292,032	+123.0%	0.60%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	12,101	+1,591	$9,234,757	+125.1%	0.60%
META	Meta Platforms, Inc. Communication Services	Added	16,315	+2,261	$9,190,076	+14.3%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,807	+2,951	$9,158,404	+24.5%	0.59%
LLY	ELI LILLY & Co Healthcare	Added	7,409	+1,389	$8,886,577	+60.5%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	20,154	+4,032	$8,476,772	+41.4%	0.55%
PANW	Palo Alto Networks Inc Technology	Added	23,435	+3,963	$7,991,803	+156.0%	0.52%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,424	+1,237	$6,944,929	+12.7%	0.45%
ANET	Arista Networks, Inc. Technology	Added	38,992	+7,354	$6,623,960	+70.5%	0.43%
HD	Home Depot, Inc. Consumer Cyclical	Added	18,582	+3,482	$6,553,499	+32.0%	0.43%
FCSH	Federated Hermes Short Duration Corporate ETF	Added	258,829	+23,483	$6,495,313	+9.8%	0.42%
KLAC	Kla Corp Technology	Added	21,318	+19,763	$6,431,853	+180.9%	0.42%
AMAT	Applied Materials Inc /De Technology	Added	8,811	+2,173	$6,370,353	+180.8%	0.41%
GS	Goldman Sachs Group Inc Financial Services	Added	6,124	+1,066	$6,193,629	+44.7%	0.40%
WMT	Walmart Inc. Consumer Defensive	Added	53,016	+11,332	$6,004,592	+15.9%	0.39%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	81,209	-18,995	$5,952,438	+1.0%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	22,056	+4,622	$5,601,562	+31.4%	0.36%
GE	General Electric Co Industrials	Added	14,450	+3,266	$5,400,398	+70.2%	0.35%
CAT	Caterpillar Inc Industrials	Added	5,057	+3,213	$5,385,199	+312.2%	0.35%
CVX	Chevron Corp Energy	Added	31,456	+5,832	$5,214,146	−1.6%	0.34%
NFLX	Netflix Inc Communication Services	Added	72,967	+13,849	$5,209,843	−8.3%	0.34%
AXP	American Express Co Financial Services	Added	14,721	+3,628	$4,979,378	+48.4%	0.32%
GILD	Gilead Sciences, Inc. Healthcare	Added	39,220	+25,336	$4,955,054	+156.1%	0.32%
IBM	International Business Machines Corp Technology	Added	17,337	+3,866	$4,875,337	+49.3%	0.32%
V	Visa Inc. Financial Services	Reduced	13,850	-5,382	$4,751,796	−18.3%	0.31%
VZ	Verizon Communications Inc Communication Services	Added	110,043	+22,145	$4,659,220	+5.6%	0.30%
MMM	3M Co Industrials	Added	26,976	+6,479	$4,367,684	+46.7%	0.28%
MO	Altria Group, Inc. Consumer Defensive	Added	60,666	+17,448	$4,364,918	+53.1%	0.28%
DUK	Duke Energy CORP Utilities	Added	34,288	+9,304	$4,340,175	+32.7%	0.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	28,630	+7,219	$4,337,445	+26.9%	0.28%
CEG	Constellation Energy Corp Utilities	Added	17,172	+4,462	$4,265,009	+20.2%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.