RMR Wealth Builders

CIK

1803848

Location

Montclair, NJ

Portfolio Value

Small $565,584,862

Diversification

Diversified

Filing Date

Global Rank

#2,587 / 8,517 ▲ 267

Top Industry

Semiconductors 20.5%

3Y Alpha vs SPY

+54.7%

Period ended 47 days ago

Filed Jul 24, 2026 · 23d

25 quarters · since Jun 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+441.3%

SPY

+76.6%

Annualised alpha

+54.7%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.8%

−0.8 pts

Top 5

27.0%

−2.4 pts

Top 10

39.0%

−2.4 pts

HHI

255

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.5%	$257,404,889	48
Financial Services	12.8%	$72,225,805	45
Consumer Cyclical	8.7%	$49,130,910	15
Unclassified	6.4%	$36,279,490	8
Healthcare	6.3%	$35,716,460	18
Industrials	5.4%	$30,477,507	27
Communication Services	5.3%	$30,134,777	10
Consumer Defensive	3.7%	$20,863,068	7
Utilities	2.0%	$11,397,752	6
Energy	1.6%	$8,949,251	9
Basic Materials	1.2%	$6,865,823	11
Real Estate	1.1%	$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
GILD	Gilead Sciences, Inc.	+25,336	39,220	$4,955,054
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
HTGC	Hercules Capital, Inc.	+6,507	26,068	$411,092
MMM	3M Co	+6,479	26,976	$4,367,684
CVX	Chevron Corp	+5,832	31,456	$5,214,146
GLW	Corning Inc /Ny	+5,733	36,378	$9,292,032
MRK	Merck & Co., Inc.	+5,388	18,454	$2,371,339
MCD	Mcdonalds Corp	+5,324	15,458	$4,178,451
AMZN	Amazon Com Inc	+5,139	81,431	$19,408,264
WDC	Western Digital Corp	+4,957	6,610	$4,221,939
PGR	Progressive Corp/Oh/	+4,886	16,783	$3,666,246
JNJ	Johnson & Johnson	+4,622	22,056	$5,601,562
CEG	Constellation Energy Corp	+4,462	17,172	$4,265,009
AAPL	Apple Inc.	+4,195	158,266	$45,795,849
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−31,134	19,984	$7,141,682
BX	Blackstone Inc.	−21,388	9,901	$1,165,050
AMT	American Tower Corp /Ma/	−9,565	8,447	$1,381,675
WM	Waste Management Inc	−7,817	5,942	$1,324,352
CRM	Salesforce, Inc.	−5,408	9,173	$1,437,042
V	Visa Inc.	−5,382	13,850	$4,751,796
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
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
INTU	Intuit Inc.	−317	1,033	$269,613
BSX	Boston Scientific Corp	−316	7,128	$304,223
BPRE	Bluerock Private Real Estate Fund	−313	34,618	$450,380
DIS	Walt Disney Co	−300	7,403	$712,538
KEYS	Keysight Technologies, Inc.	−300	2,229	$780,306
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
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	$836,169
STX	Seagate Technology Holdings plc	806	$777,790
BST	BlackRock Science & Technology Trust	14,154	$717,749
ALAB	Astera Labs, Inc.	939	$453,555
SITM	SITIME Corp	536	$399,620
NMZ	Nuveen Municipal High Income Opportunity Fund	31,182	$329,593
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
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
MDLZ	Mondelez International, Inc.	3,668	$212,157
HSBC	Hsbc Holdings PLC	2,124	$201,971
PSEC	Prospect Capital Corp	44,938	$103,806
CLM	Cornerstone Strategic Investment Fund, Inc.	12,560	$94,953
CRF	Cornerstone Total Return Fund Inc	12,489	$89,671
ASG	Liberty All Star Growth Fund Inc.	12,008	$65,683
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	36,850	$6,251,971
TMO	Thermo Fisher Scientific Inc.	5,473	$2,690,143
VIG	Vanguard Dividend Appreciation ETF	1,456	$313,127
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

209 tracked positions · $565,584,862 total · 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 209 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	249,506	+87	$49,923,655	+14.8%	8.83%
AAPL	Apple Inc. Technology	Added	158,266	+4,195	$45,795,849	+17.1%	8.10%
MSFT	Microsoft Corp Technology	Added	57,470	+3,841	$21,437,459	+8.0%	3.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	81,431	+5,139	$19,408,264	+22.1%	3.43%
AVGO	Broadcom Inc. Technology	Reduced	43,444	-2,133	$16,410,971	+16.3%	2.90%
AMD	Advanced Micro Devices Inc Technology	Added	27,427	+1,064	$15,932,618	+197.1%	2.82%
MU	Micron Technology Inc Technology	Added	12,610	+1,760	$14,555,596	+297.1%	2.57%
JPM	Jpmorgan Chase & Co Financial Services	Added	42,694	+3,753	$13,975,027	+22.0%	2.47%
SPY	Spdr S&P 500 ETF Trust	Added	17,544	+58	$13,101,332	+15.2%	2.32%
QQQ	Invesco Qqq Trust, Series 1	Added	13,336	+1,057	$9,820,630	+38.6%	1.74%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	13,395	-571	$9,421,239	+9.4%	1.67%
GLW	Corning Inc /Ny Technology	Added	36,378	+5,733	$9,292,032	+123.0%	1.64%
META	Meta Platforms, Inc. Communication Services	Added	16,315	+2,261	$9,190,076	+14.3%	1.62%
LLY	ELI LILLY & Co Healthcare	Added	7,409	+1,389	$8,886,577	+60.5%	1.57%
TSLA	Tesla, Inc. Consumer Cyclical	Added	20,154	+4,032	$8,476,772	+41.4%	1.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,806	+2,950	$8,409,554	+14.3%	1.49%
PANW	Palo Alto Networks Inc Technology	Added	23,435	+3,963	$7,991,803	+156.0%	1.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	19,984	-31,134	$7,141,682	−51.3%	1.26%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	7,424	+1,237	$6,944,929	+12.7%	1.23%
ANET	Arista Networks, Inc. Technology	Added	38,992	+7,354	$6,623,960	+70.5%	1.17%
HD	Home Depot, Inc. Consumer Cyclical	Added	18,582	+3,482	$6,553,499	+32.0%	1.16%
KLAC	Kla Corp Technology	Added	21,318	+19,763	$6,431,853	+180.9%	1.14%
AMAT	Applied Materials Inc /De Technology	Added	8,811	+2,173	$6,370,353	+180.8%	1.13%
GS	Goldman Sachs Group Inc Financial Services	Added	6,124	+1,066	$6,193,629	+44.7%	1.10%
WMT	Walmart Inc. Consumer Defensive	Added	53,016	+11,332	$6,004,592	+15.9%	1.06%
JNJ	Johnson & Johnson Healthcare	Added	22,056	+4,622	$5,601,562	+31.4%	0.99%
GE	General Electric Co Industrials	Added	14,450	+3,266	$5,400,398	+70.2%	0.95%
CAT	Caterpillar Inc Industrials	Added	5,057	+3,213	$5,385,199	+312.2%	0.95%
CVX	Chevron Corp Energy	Added	31,456	+5,832	$5,214,146	−1.6%	0.92%
NFLX	Netflix Inc Communication Services	Added	72,967	+13,849	$5,209,843	−8.3%	0.92%
AXP	American Express Co Financial Services	Added	14,721	+3,628	$4,979,378	+48.4%	0.88%
GILD	Gilead Sciences, Inc. Healthcare	Added	39,220	+25,336	$4,955,054	+156.1%	0.88%
IBM	International Business Machines Corp Technology	Added	17,337	+3,866	$4,875,337	+49.3%	0.86%
V	Visa Inc. Financial Services	Reduced	13,850	-5,382	$4,751,796	−18.3%	0.84%
VZ	Verizon Communications Inc Communication Services	Added	110,043	+22,145	$4,659,220	+5.6%	0.82%
MMM	3M Co Industrials	Added	26,976	+6,479	$4,367,684	+46.7%	0.77%
MO	Altria Group, Inc. Consumer Defensive	Added	60,666	+17,448	$4,364,918	+53.1%	0.77%
DUK	Duke Energy CORP Utilities	Added	34,288	+9,304	$4,340,175	+32.7%	0.77%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	28,630	+7,219	$4,337,445	+26.9%	0.77%
CEG	Constellation Energy Corp Utilities	Added	17,172	+4,462	$4,265,009	+20.2%	0.75%
WDC	Western Digital Corp Technology	Added	6,610	+4,957	$4,221,939	+844.3%	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	Added	15,458	+5,324	$4,178,451	+32.7%	0.74%
ASML	Asml Holding NV Technology	Added	2,061	+38	$4,100,235	+53.4%	0.72%
CME	Cme Group Inc. Financial Services	Added	17,775	+12,175	$3,925,253	+137.3%	0.69%
UBER	Uber Technologies, Inc Technology	Added	52,150	+12,407	$3,763,144	+31.6%	0.67%
PGR	Progressive Corp/Oh/ Financial Services	Added	16,783	+4,886	$3,666,246	+55.5%	0.65%
PLTR	Palantir Technologies Inc. Technology	Added	30,328	+7,815	$3,538,367	+7.4%	0.63%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	5,339	+1,466	$3,329,080	+11.2%	0.59%
ORCL	Oracle Corp Technology	Added	22,379	+4,062	$3,279,642	+21.7%	0.58%
WELL	Welltower Inc. Real Estate	NEW	14,308	NEW	$3,247,486	NEW	0.57%

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.