RMR Wealth Builders
All 13F Filings
- Location
- Montclair, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,610,320
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 316 | 1,610,320 | 13F-HR | RMR Wealth Builders |
| Q1 2026 | 4/22/2026 | 277 | 1,269,917 | 13F-HR | RMR Wealth Builders |
| Q4 2025 | 1/29/2026 | 275 | 1,249,930 | 13F-HR | RMR Wealth Builders |
| Q3 2025 | 11/5/2025 | 282 | 1,194,908 | 13F-HR | RMR Wealth Builders |
| Q2 2025 | 7/8/2025 | 285 | 1,100,246 | 13F-HR | RMR Wealth Builders |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 646.1 K | 40.1% | 146.8 K | 0 | 146.8 K |
| ETFs | 964.3 K | 59.9% | 193.6 K | 0 | 193.6 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,610,320
Holdings
316
QoQ value change ($000)
340,403
(26.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.