RMR Wealth Builders

Q2 2026 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
316
Total value ($000)
$1,610,320
Net value change ($000)
+340,403 (26.8%)
New positions
50
Sold out positions
11
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 40,863 35.3%
VOO 35,336 29.2%
VTV 30,565 27.1%
SCHO 20,520 106.2%
PRMR 15,677 29.7%
IJH 13,991 18.7%
MU 10,890 297.1%
AMD 10,570 197.1%
IEFA 9,866 15.7%
IWF 6,764 15.9%
Top Reduces (Value $000, Stocks/ETFs)
XOM -6,252 -100.0%
TMO -2,690 -100.0%
BX -2,433 -67.6%
WM -1,838 -58.1%
AMT -1,727 -55.5%
HON -1,714 -100.0%
VRTX -1,426 -44.9%
CRM -1,284 -47.2%
V -1,061 -18.3%
JCPB -671 -41.2%
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