Managers / Q4 2024 · view latest →
RMR Wealth Builders
CIK 0001803848 · 111 GROVE STREET, SUITE 203, MONTCLAIR, NJ, 07042 · 2018362460
Reported Value
$968M
Q4 2024
Positions
256
Filings on Record
28
2019–present window
Filed
Jan 14, 2025
amendment (RESTATEMENT)
Summary
Rmr Wealth Builders reported $968M in U.S.-listed holdings across 256 positions for Q4 2024.
Its largest position, VUG, represents 9.3% of the portfolio.
Compared with Q3 2024, the fund opened 14 new positions and exited 18.
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 2024
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 ↗.