Institutional Fund
Rmr Wealth Builders
Montclair, NJCIK 18038485 filings on record
Portfolio Value
$1.27B
Q1 2026
Holdings
277
Reported positions
New Buys
20
Opened this quarter
QoQ Change
+1.6%
from $1.25B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds9.5%
- Vanguard Index Fds9.1%
- Vanguard Index Fds8.9%
- Ishares Tr5.9%
- Ishares Tr5.0%
- Northern Lts Fd Tr II4.2%
- Other57.5%
Portfolio Holdings
277 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 202.3K | $120.89M | 9.5% | +14.6K | Added |
| 2 | Vanguard Index Fds | 264.7K | $115.63M | 9.1% | +26.3K | Added |
| 3 | Vanguard Index Fds | 574.0K | $112.61M | 8.9% | +17.7K | Added |
| 4 | Ishares Tr | 1.11M | $74.92M | 5.9% | −25.1K | Reduced |
| 5 | Ishares Tr | 694.5K | $62.87M | 5.0% | +43.7K | Added |
| 6 | Northern Lts Fd Tr II | 2.26M | $52.84M | 4.2% | +454.4K | Added |
| 7 | Nvidia Corporation | 249.4K | $43.50M | 3.4% | −3.3K | Reduced |
| 8 | Ishares Tr | 100.0K | $42.63M | 3.4% | −625 | Reduced |
| 9 | Apple Inc | 154.1K | $39.10M | 3.1% | +21.5K | Added |
| 10 | Ishares Tr | 294.6K | $31.38M | 2.5% | +6.6K | Added |
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