RMR Wealth Builders

Q4 2025 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
275
Total value ($000)
$1,249,930
Net value change ($000)
+55,022 (4.6%)
New positions
20
Sold out positions
27
Turnover %
5.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PRMR 44,895 NEW
CGMU 9,251 NEW
VOO 6,800 6.1%
VTV 6,127 6.1%
IEFA 5,444 10.3%
AAPL 3,737 11.6%
VUG 3,520 3.1%
SCHO 2,656 19.9%
GOOGL 2,432 33.8%
GE 2,124 463.8%
Top Reduces (Value $000, Stocks/ETFs)
IJR -23,868 -79.1%
IJH -19,808 -20.9%
MUB -3,956 -20.4%
FMB -3,238 -16.7%
LMT -2,056 -88.7%
IWM -1,704 -19.0%
FIS -1,636 -100.0%
PSX -1,496 -74.8%
NFLX -1,253 -19.6%
MSFT -1,214 -4.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type