RMR Wealth Builders

Q3 2025 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
282
Total value ($000)
$1,194,908
Net value change ($000)
+94,662 (8.6%)
New positions
19
Sold out positions
22
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VUG 13,500 13.6%
VOO 12,974 13.3%
VTV 10,594 11.8%
IJH 9,026 10.5%
NVDA 7,255 18.1%
AAPL 6,170 23.6%
IEFA 4,660 9.7%
IWF 3,911 8.9%
IJR 3,867 14.7%
GOOGL 3,092 75.2%
Top Reduces (Value $000, Stocks/ETFs)
BNDX -15,470 -100.0%
ACN -1,505 -80.2%
MLM -1,495 -74.5%
BBAG -970 -100.0%
NEAR -944 -53.6%
CRM -676 -26.1%
PSX -573 -22.3%
PECO -563 -32.2%
NFLX -538 -7.8%
MBB -504 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type