RMR Wealth Builders

CIK

1803848

Location

Montclair, NJ

Portfolio Value

Small $438,944,846

Diversification

Diversified

Filing Date

Global Rank

#2,810 / 8,604 ▲ 71 · as of Mar 2026

Top Industry

Semiconductors 17.7%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+70.9%

SPY

+76.5%

Annualised alpha

-1.3%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

191 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.9%

−0.9 pts

Top 5

30.2%

−2.1 pts

Top 10

40.8%

−2.8 pts

HHI

287

Diversified−23

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$175,269,509	42
Financial Services	13.8%	$60,472,529	37
Consumer Cyclical	9.1%	$39,863,368	16
Unclassified	7.1%	$30,983,790	7
Healthcare	6.9%	$30,177,166	21
Communication Services	6.3%	$27,438,444	10
Industrials	4.9%	$21,489,099	23
Consumer Defensive	3.8%	$16,899,131	6
Energy	3.5%	$15,482,832	9
Utilities	2.2%	$9,602,285	6
Basic Materials	1.5%	$6,699,273	11
Real Estate	1.0%	$4,567,420	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	+38,219	43,218	$2,851,955
AAPL	Apple Inc.	+21,548	154,071	$39,101,679
JNJ	Johnson & Johnson	+11,105	17,434	$4,261,566
BX	Blackstone Inc.	+9,169	31,289	$3,597,922
UBER	Uber Technologies, Inc	+8,755	39,743	$2,858,713
MU	Micron Technology Inc	+6,220	10,850	$3,665,564
AMAT	Applied Materials Inc /De	+5,429	6,638	$2,268,802
AMT	American Tower Corp /Ma/	+4,848	18,012	$3,108,510
ORCL	Oracle Corp	+4,724	18,317	$2,694,613
PANW	Palo Alto Networks Inc	+4,643	19,472	$3,121,751
NFLX	Netflix Inc	+4,417	59,118	$5,684,195
PLTR	Palantir Technologies Inc.	+4,070	22,513	$3,293,201
CRM	Salesforce, Inc.	+4,061	14,581	$2,721,835
PGR	Progressive Corp/Oh/	+3,696	11,897	$2,358,461
DUK	Duke Energy CORP	+3,117	24,984	$3,271,404
MMM	3M Co	+3,065	20,497	$2,976,779
GE	General Electric Co	+2,801	11,184	$3,173,683
GLDM	World Gold Trust	+2,710	11,033	$1,022,648
AMZN	Amazon Com Inc	+2,386	76,292	$15,889,334
MSFT	Microsoft Corp	+2,368	53,629	$19,851,846
WM	Waste Management Inc	+2,224	13,759	$3,161,680
TJX	Tjx Companies Inc /De/	+2,108	21,411	$3,419,336
IBM	International Business Machines Corp	+1,830	13,471	$3,265,235
V	Visa Inc.	+1,829	19,232	$5,812,679
HD	Home Depot, Inc.	+1,721	15,100	$4,966,239
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	−12,909	4,767	$688,545
LIN	Linde PLC	−5,288	881	$436,764
ISRG	Intuitive Surgical Inc	−4,751	3,358	$1,548,004
T	At&T Inc.	−4,327	11,150	$323,238
GLW	Corning Inc /Ny	−3,567	30,645	$4,166,800
NVDA	Nvidia Corp	−3,250	249,419	$43,498,673
XOM	Exxon Mobil Corp	−2,935	36,850	$6,251,971
INTU	Intuit Inc.	−2,415	1,350	$583,713
BAC	Bank Of America Corp /De/	−1,770	15,773	$768,933
CMCSA	Comcast Corp	−1,706	40,450	$1,161,319
GM	General Motors Co	−1,216	23,983	$1,786,733
COP	Conocophillips	−1,115	7,709	$1,017,588
PHK	Pimco High Income Fund	−1,038	11,612	$53,763
SHOP	Shopify Inc.	−841	7,522	$892,259
BPRE	Bluerock Private Real Estate Fund	−804	34,931	$580,203
DIS	Walt Disney Co	−770	7,703	$742,415
HTGC	Hercules Capital, Inc.	−680	19,561	$288,915
CB	Chubb Ltd	−615	3,074	$1,001,908
DIA	Spdr Dow Jones Industrial Average ETF Trust	−557	3,725	$1,725,382
AVGO	Broadcom Inc.	−529	45,577	$14,106,537
CMG	Chipotle Mexican Grill Inc	−438	19,040	$609,470
MDY	Spdr S&P Midcap 400 ETF Trust	−429	13,966	$8,613,670
KO	Coca Cola Co	−386	19,498	$1,482,822
NEE	Nextera Energy Inc	−338	7,753	$720,098
ACN	Accenture plc	−332	1,482	$293,865
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
NEM	NEWMONT Corp /DE/	24,978	$2,703,868
WDC	Western Digital Corp	1,653	$447,119
VLO	Valero Energy Corp/Tx	1,213	$299,708
ET	Energy Transfer LP	12,394	$239,204
AMGN	Amgen Inc	675	$237,498
NBIS	Nebius Group N.V.	2,263	$234,808
RIO	Rio Tinto PLC	2,385	$222,496
MYN	Blackrock Muniyield New York Quality Fund, Inc.	22,028	$211,468
VST	Vistra Corp.	1,393	$209,409
BE	Bloom Energy Corp	1,504	$203,776
ON	On Semiconductor Corp	3,274	$202,726
LYG	Lloyds Banking Group plc	16,063	$80,796
SOUN	Soundhound Ai, Inc.	11,680	$80,241
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
QCOM	Qualcomm Inc/De	13,343	$2,282,320
NOW	ServiceNow, Inc.	10,226	$1,566,520
ARES	Ares Management Corp	1,698	$274,447
DE	Deere & Co	545	$253,735
SYK	Stryker Corp	660	$231,970
KKR	KKR & Co. Inc.	1,795	$228,826
IT	Gartner Inc	888	$224,024
TSCO	Tractor Supply Co /De/	4,139	$206,991
WFC	Wells Fargo & Company/Mn	2,169	$202,150
FBLG	FibroBiologics, Inc.	38,360	$172,620
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

191 positions · $438,944,846 total · as of Mar 31, 2026

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

Showing 1–50 of 191 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	249,419	-3,250	$43,498,673	−7.7%	9.91%
AAPL	Apple Inc. Technology	Added	154,071	+21,548	$39,101,679	+8.5%	8.91%
MSFT	Microsoft Corp Technology	Added	53,629	+2,368	$19,851,846	−19.9%	4.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	76,292	+2,386	$15,889,334	−6.9%	3.62%
AVGO	Broadcom Inc. Technology	Reduced	45,577	-529	$14,106,537	−11.6%	3.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	38,941	+1,414	$11,454,884	−5.3%	2.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,486	-82	$11,371,845	−5.1%	2.59%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	13,966	-429	$8,613,670	−0.8%	1.96%
META	Meta Platforms, Inc. Communication Services	Added	14,054	+570	$8,040,715	−9.7%	1.83%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,279	-308	$7,087,193	−8.3%	1.61%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,855	+632	$6,639,316	−0.1%	1.51%
XOM	Exxon Mobil Corp Energy	Reduced	36,850	-2,935	$6,251,971	+30.6%	1.42%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,187	+350	$6,164,912	+22.5%	1.40%
TSLA	Tesla, Inc. Consumer Cyclical	Added	16,122	+1,119	$5,993,353	−11.2%	1.37%
V	Visa Inc. Financial Services	Added	19,232	+1,829	$5,812,679	−4.8%	1.32%
NFLX	Netflix Inc Communication Services	Added	59,118	+4,417	$5,684,195	+10.8%	1.29%
GOOGL	Alphabet Inc. Communication Services	Added	19,449	+90	$5,592,754	−7.7%	1.27%
LLY	ELI LILLY & Co Healthcare	Added	6,020	+416	$5,537,015	−8.1%	1.26%
AMD	Advanced Micro Devices Inc Technology	Added	26,363	+1,416	$5,363,025	+0.4%	1.22%
CVX	Chevron Corp Energy	Added	25,624	+1,116	$5,301,605	+41.9%	1.21%
WMT	Walmart Inc. Consumer Defensive	Added	41,684	+733	$5,180,487	+13.5%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	15,100	+1,721	$4,966,239	+7.9%	1.13%
VZ	Verizon Communications Inc Communication Services	Added	87,898	+1,495	$4,412,479	+25.4%	1.01%
GS	Goldman Sachs Group Inc Financial Services	Added	5,058	+578	$4,279,017	+8.7%	0.97%
JNJ	Johnson & Johnson Healthcare	Added	17,434	+11,105	$4,261,566	+225.4%	0.97%
GLW	Corning Inc /Ny Technology	Reduced	30,645	-3,567	$4,166,800	+39.1%	0.95%
ANET	Arista Networks, Inc. Technology	Added	31,638	+1,107	$3,884,513	−2.9%	0.88%
MU	Micron Technology Inc Technology	Added	10,850	+6,220	$3,665,564	+177.4%	0.84%
BX	Blackstone Inc. Financial Services	Added	31,289	+9,169	$3,597,922	+5.5%	0.82%
CEG	Constellation Energy Corp Utilities	Added	12,710	+1,017	$3,549,267	−14.1%	0.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	21,411	+2,108	$3,419,336	+15.3%	0.78%
AXP	American Express Co Financial Services	Added	11,093	+1,479	$3,355,410	−5.7%	0.76%
PLTR	Palantir Technologies Inc. Technology	Added	22,513	+4,070	$3,293,201	+0.5%	0.75%
DUK	Duke Energy CORP Utilities	Added	24,984	+3,117	$3,271,404	+27.6%	0.75%
IBM	International Business Machines Corp Technology	Added	13,471	+1,830	$3,265,235	−5.3%	0.74%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	7,110	+1,321	$3,174,899	+21.0%	0.72%
GE	General Electric Co Industrials	Added	11,184	+2,801	$3,173,683	+22.9%	0.72%
WM	Waste Management Inc Industrials	Added	13,759	+2,224	$3,161,680	+24.8%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	10,134	+1,548	$3,149,545	+20.0%	0.72%
PANW	Palo Alto Networks Inc Technology	Added	19,472	+4,643	$3,121,751	+14.3%	0.71%
AMT	American Tower Corp /Ma/ Real Estate	Added	18,012	+4,848	$3,108,510	+34.5%	0.71%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	3,873	+414	$2,992,434	+12.1%	0.68%
MMM	3M Co Industrials	Added	20,497	+3,065	$2,976,779	+6.7%	0.68%
UBER	Uber Technologies, Inc Technology	Added	39,743	+8,755	$2,858,713	+12.9%	0.65%
MO	Altria Group, Inc. Consumer Defensive	Added	43,218	+38,219	$2,851,955	+889.4%	0.65%
CRM	Salesforce, Inc. Technology	Added	14,581	+4,061	$2,721,835	−2.3%	0.62%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	24,978	NEW	$2,703,868	NEW	0.62%
ORCL	Oracle Corp Technology	Added	18,317	+4,724	$2,694,613	+1.7%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	5,473	+946	$2,690,143	+2.6%	0.61%
ASML	Asml Holding NV Technology	Added	2,023	+4	$2,672,039	+23.7%	0.61%