RMR Wealth Builders

Q1 2026 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
277
Total value ($000)
$1,269,917
Net value change ($000)
+19,987 (1.6%)
New positions
20
Sold out positions
18
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 7,944 17.7%
VTV 6,369 6.0%
IEFA 4,650 8.0%
SCHO 3,322 20.8%
VOO 3,202 2.7%
AAPL 3,074 8.5%
JNJ 2,952 225.3%
NEM 2,704 NEW
MO 2,564 890.3%
MU 2,345 177.5%
Top Reduces (Value $000, Stocks/ETFs)
IWF -4,985 -10.5%
MSFT -4,939 -19.9%
IWM -4,173 -57.5%
IJR -3,962 -62.8%
NVDA -3,622 -7.7%
ISRG -3,045 -66.3%
QCOM -2,282 -100.0%
LIN -2,193 -83.4%
INTU -1,910 -76.6%
AVGO -1,850 -11.6%
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