RMR Wealth Builders reported 201 positions worth $586.70M for the quarter ended Sep 30, 2026, up 7.5% on the prior quarter. It opened 15 new positions, added to 109, trimmed 66 and exited 7. Its largest holding is Nvidia Corp at 9.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +46.2K | – | $7.53M | 1.28% |
| CSCO Cisco Systems, Inc. | +25.3K | +340.6% | $2.73M | 0.601% |
| WFC Wells Fargo & Company | +23.9K | – | $1.91M | 0.326% |
| CCL Carnival Corp Ltd. | +76.7K | – | $1.88M | 0.321% |
| CAT Caterpillar Inc | +1,906 | +37.7% | $1.55M | 0.962% |
| MSFT Microsoft Corp | +2,801 | +4.9% | $1.44M | 5.27% |
| AAPL Apple Inc. | +3,671 | +2.3% | $1.22M | 9.19% |
| WELL Welltower Inc. | +5,236 | +36.6% | $1.21M | 0.767% |
| WDC Western Digital Corp | +2,550 | +38.6% | $1.16M | 0.71% |
| CDNS Cadence Design Systems Inc | +3,080 | +47.2% | $1.02M | 0.54% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ORCL Oracle Corp | -18.8K | -83.8% | $2.58M | 0.085% |
| AMD Advanced Micro Devices Inc | -3,876 | -14.1% | $2.37M | 2.46% |
| CRWD CrowdStrike Holdings, Inc. | -5,865 | -12.1% | $1.55M | 1.92% |
| TSLA Tesla, Inc. | -4,358 | -21.6% | $1.55M | 0.955% |
| WM Waste Management Inc | -5,942 | -100.0% | $1.32M | Exited |
| PANW Palo Alto Networks Inc | -3,280 | -14.0% | $1.30M | 1.36% |
| AMT American Tower Corp | -6,086 | -72.0% | $996.16K | 0.066% |
| MU Micron Technology Inc | -924 | -7.3% | $984.20K | 2.12% |
| V Visa Inc. | -2,414 | -17.4% | $867.43K | 0.7% |
| GLW Corning Inc | -5,426 | -14.9% | $834.31K | 0.811% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +46.2K | $7.53M | 1.28% |
| WFC Wells Fargo & Company | +23.9K | $1.91M | 0.326% |
| CCL Carnival Corp Ltd. | +76.7K | $1.88M | 0.321% |
| KKR KKR & Co. Inc. | +7,649 | $698.36K | 0.119% |
| BN BROOKFIELD Corp | +15.8K | $575.53K | 0.098% |
| UNH Unitedhealth Group Inc | +1,006 | $369.27K | 0.063% |
| DTE Dte Energy Co | +2,865 | $348.96K | 0.059% |
| ROK Rockwell Automation, Inc | +766 | $333.36K | 0.057% |
| MDT Medtronic plc | +3,617 | $312.08K | 0.053% |
| MRNA Moderna, Inc. | +1,425 | $274.48K | 0.047% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| WM Waste Management Inc | -5,942 | $1.32M | 0.243% |
| ON On Semiconductor Corp | -3,232 | $305.55K | 0.056% |
| IEP Icahn Enterprises L.P. | -40.3K | $290.85K | 0.053% |
| INTU Intuit Inc. | -1,033 | $269.62K | 0.049% |
| IRM Iron Mountain Inc | -1,814 | $229.16K | 0.042% |
| OLED Universal Display Corp \Pa\ | -2,331 | $201.84K | 0.037% |
| PSEC Prospect Capital Corp | -44.9K | $103.81K | 0.019% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 252.6K | $57.75M | 9.84% | +3,102 | +1.2% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 161.9K | $53.93M | 9.19% | +3,671 | +2.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 60.3K | $30.91M | 5.27% | +2,801 | +4.9% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 84.4K | $21.02M | 3.58% | +2,922 | +3.6% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 43.7K | $15.36M | 2.62% | +291 | +0.7% | Added | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 23.6K | $14.41M | 2.46% | -3,876 | -14.1% | Reduced | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 43.3K | $14.32M | 2.44% | +590 | +1.4% | Added | 0% |
| 8 | MU Micron Technology Inc | Technology | 11.7K | $12.45M | 2.12% | -924 | -7.3% | Reduced | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 16.9K | $12.27M | 2.09% | +605 | +3.7% | Added | 0% |
| 10 | GOOG Alphabet Inc. | Technology | 35.9K | $12.23M | 2.08% | +825 | +2.4% | Added | 0% |
| 11 | CRWD CrowdStrike Holdings, Inc. | Technology | 42.5K | $11.26M | 1.92% | -5,865 | -12.1% | Reduced | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 7,680 | $8.89M | 1.51% | +271 | +3.7% | Added | 0% |
| 13 | BRK-B Berkshire Hathaway Inc | Financial Services | 17.3K | $8.60M | 1.47% | +475 | +2.8% | Added | 0% |
| 14 | PANW Palo Alto Networks Inc | Technology | 20.2K | $8.01M | 1.36% | -3,280 | -14.0% | Reduced | 0% |
| 15 | ANET Arista Networks, Inc. | Technology | 38.7K | $7.88M | 1.34% | -298 | -0.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at RMR Wealth Builders.
As of its Q3 2026 13F filing, RMR Wealth Builders’s five largest positions were Nvidia Corp (NVDA) at 9.8%, Apple Inc. (AAPL) at 9.2%, Microsoft Corp (MSFT) at 5.3%, Amazon Com Inc (AMZN) at 3.6%, Broadcom Inc. (AVGO) at 2.6% of the reported portfolio.
RMR Wealth Builders reported a 13F portfolio worth $586.70M across 201 positions for Q3 2026. That is up 7.5% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($7.53M), Cisco Systems, Inc. ($2.73M), Wells Fargo & Company ($1.91M). It opened 15 new positions.
Its largest sales by value were Oracle Corp ($2.58M), Advanced Micro Devices Inc ($2.37M), CrowdStrike Holdings, Inc. ($1.55M). It exited 7 positions entirely.
From the Form 13F-HR reports RMR Wealth Builders files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.