RMR Wealth Builders

Q3 2026 13F-HR Holdings

Location
Montclair, NJ
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
310
Total value ($000)
$1,716,724
Net value change ($000)
+106,404 (6.6%)
New positions
21
Sold out positions
27
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
FENI 36,056 NEW
VUG 12,621 8.1%
VOO 10,111 6.5%
MSFT 9,475 44.2%
AAPL 8,132 17.8%
NVDA 7,829 15.7%
EXXONMOBIL HOLDINGS CORP 7,526 NEW
SCHO 6,786 17.0%
VTV 6,046 4.2%
IEFA 4,908 6.7%
Top Reduces (Value $000, Stocks/ETFs)
GLW -4,533 -48.8%
TSLA -2,872 -33.9%
ORCL -2,784 -84.9%
KLAC -2,730 -42.4%
AMAT -2,185 -34.3%
MU -2,109 -14.5%
FBND -1,746 -84.6%
AMD -1,525 -9.6%
WM -1,324 -100.0%
JEPI -1,307 -79.9%
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