SEC 13F Intelligence

Managers / Q3 2021 · view latest →

RMR Wealth Builders

CIK 0001803848 · 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042 · 2018362460

Reported Value
$341M
Q3 2021
Positions
191
Filings on Record
28
2019–present window
Filed
Oct 18, 2021
original filing

Summary

Rmr Wealth Builders reported $341M in U.S.-listed holdings across 191 positions for Q3 2021.

Its largest position, IWF, represents 14.3% of the portfolio.

Compared with Q2 2021, the fund opened 22 new positions and exited 7.

Reported Value by Quarter

13F Reported Value
Q1 ’20: $104MQ1 ’20Q2 ’20: $112MQ3 ’20: $385MQ4 ’20: $204MQ1 ’21: $385MQ1 ’21Q2 ’21: $305MQ3 ’21: $341MQ4 ’21: $348MQ1 ’22: $466MQ1 ’22Q2 ’22: $401MQ3 ’22: $409MQ4 ’22: $441.1BQ1 ’23: $526MQ1 ’23Q2 ’23: $588MQ3 ’23: $626MQ4 ’23: $712MQ1 ’24: $827MQ1 ’24Q2 ’24: $871MQ3 ’24: $944MQ4 ’24: $968MQ1 ’25: $950MQ1 ’25Q2 ’25: $1.1BQ3 ’25: $1.2BQ4 ’25: $1.2BQ1 ’26: $1.3BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2021

Loading…
Export to Excel
#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B277Apr 22, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.2B275Jan 29, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B282Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.1B285Jul 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$950M259Apr 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$968M256Jan 14, 2025RESTATEMENTchanges · EDGAR ↗
Q3 2024$944M260Oct 21, 202413F-HRchanges · EDGAR ↗
Q2 2024$871M250Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$827M259Apr 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$712M232Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$626M230Oct 23, 202313F-HRchanges · EDGAR ↗
Q2 2023$588M212Jul 21, 202313F-HRchanges · EDGAR ↗
Q1 2023$526M212Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$441.1B192Feb 15, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$409M195Nov 8, 202213F-HRchanges · EDGAR ↗
Q2 2022$401M194Aug 2, 202213F-HRchanges · EDGAR ↗
Q1 2022$466M205May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$348M122Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$341M191Oct 18, 202113F-HRchanges · EDGAR ↗
Q2 2021$305M172Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$385M799May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$204M530Feb 26, 2021RESTATEMENTchanges · EDGAR ↗
Q3 2020$385M221Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$112M512Aug 19, 202013F-HRchanges · EDGAR ↗
Q1 2020$104M424Mar 3, 202013F-HRchanges · 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 ↗.