Managers / Q4 2020 · view latest →
RMR Wealth Builders
CIK 0001803848 · 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042 · 2018362460
Reported Value
$204M
Q4 2020
Positions
530
Filings on Record
28
2019–present window
Filed
Feb 26, 2021
amendment (RESTATEMENT)
Summary
Rmr Wealth Builders reported $204M in U.S.-listed holdings across 530 positions for Q4 2020.
Its largest position, IWF, represents 10.4% of the portfolio.
Compared with Q3 2020, the fund opened 353 new positions and exited 44.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.3B | 277 | Apr 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.2B | 275 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 282 | Nov 5, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 285 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $950M | 259 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $968M | 256 | Jan 14, 2025 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2024 | $944M | 260 | Oct 21, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $871M | 250 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $827M | 259 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $712M | 232 | Feb 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $626M | 230 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $588M | 212 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $526M | 212 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $441.1B | 192 | Feb 15, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $409M | 195 | Nov 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $401M | 194 | Aug 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $466M | 205 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $348M | 122 | Feb 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $341M | 191 | Oct 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $305M | 172 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $385M | 799 | May 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $204M | 530 | Feb 26, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2020 | $385M | 221 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $112M | 512 | Aug 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $104M | 424 | Mar 3, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.