Managers / Q4 2022 · view latest →
RMR Wealth Builders
CIK 0001803848 · 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042 · 2018362460
Reported Value
$441.1B
Q4 2022
Positions
192
Filings on Record
28
2019–present window
Filed
Feb 15, 2023
amendment (RESTATEMENT)
Summary
Rmr Wealth Builders reported $441.1B in U.S.-listed holdings across 192 positions for Q4 2022.
Its largest position, VOO, represents 8.9% of the portfolio.
Compared with Q3 2022, the fund opened 7 new positions and exited 10.
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 2022
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 ↗.