Value Investor
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RMR Wealth Builders

Montclair, NJ

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$1.6bn in 316 US stocks at the end of 30 June 2026. The top 10 are 54.1% of the money. It changed about 8.4% of the portfolio this quarter.

Value
$1.6bn
Stocks
316
Top 10 share
54.1%
Turnover
8.4%

What changed this quarter

New

Bought for the first time this quarter.

  • WelltowerWELL
    0.2% of the fund
  • Cadence Design SystemsCDNS
    0.2% of the fund
  • Dell TechnologiesDELL
    0.1% of the fund
  • Fidelity Merrimack STR TRFBND
    0.1% of the fund
  • J P Morgan Exchange Traded FJEPI
    0.1% of the fund
  • Fidelity Covington TrustFDVV
    <0.1% of the fund
  • Legg Mason ETF InvtLVHI
    <0.1% of the fund
  • Columbia Seligman Premium Technology Growth FundSTK
    <0.1% of the fund
  • Ishares TRQUAL
    <0.1% of the fund
  • Space Exploration TechnologiesSPCX
    <0.1% of the fund
  • Honeywell InternationalHON
    <0.1% of the fund
  • Honeywell AerospaceHONA
    <0.1% of the fund
  • Pacer FDS TRCOWZ
    <0.1% of the fund
  • Seagate Technology HoldingsSTX
    <0.1% of the fund
  • BlackRock Science & Technology TrustBST
    <0.1% of the fund
  • J P Morgan Exchange Traded FJEPQ
    <0.1% of the fund
  • Astera LabsALAB
    <0.1% of the fund
  • SitimeSITM
    <0.1% of the fund
  • Amplify ETF TRDIVO
    <0.1% of the fund
  • Nuveen Municipal High Income Opportunity FundNMZ
    <0.1% of the fund
  • Vanguard Tax-Managed FDSVEA
    <0.1% of the fund
  • Icahn Enterprises LPIEP
    <0.1% of the fund
  • TrexTREX
    <0.1% of the fund
  • SandiskSNDK
    <0.1% of the fund
  • Grayscale Bitcoin Trust ETFGBTC
    <0.1% of the fund

Added

Bought more of a stock they already held.

  • Vanguard Index FDSVUG
    9.7% of the fund
    +14%
  • Vanguard Index FDSVOO
    9.7% of the fund
    +12%
  • Vanguard Index FDSVTV
    8.9% of the fund
    +14%
  • Ishares TRIJH
    5.5% of the fund
    +4%
  • Ishares TRIEFA
    4.5% of the fund
    +8%
  • Northern LTS FD TR IIPRMR
    4.3% of the fund
    +6%
  • AppleAAPL
    2.8% of the fund
    +3%
  • Schwab Strategic TRSCHO
    2.5% of the fund
    +107%
  • Ishares TRSUB
    2.1% of the fund
    +6%
  • First TR Exch Traded FD IIIFSMB
    1.4% of the fund
    +7%
  • MicrosoftMSFT
    1.3% of the fund
    +7%
  • Pimco ETF TRHYS
    1.3% of the fund
    +11%
  • Amazon.comAMZN
    1.2% of the fund
    +7%
  • First TR Exch Traded FD IIIFMB
    1.1% of the fund
    +6%
  • Ishares TRMUB
    1.1% of the fund
    +7%
  • Advanced Micro DevicesAMD
    1.0% of the fund
    +4%
  • Micron TechnologyMU
    0.9% of the fund
    +16%
  • JPMorgan ChaseJPM
    0.9% of the fund
    +10%
  • AlphabetGOOG
    0.8% of the fund
    +11%
  • Capital GRP Fixed Incm ETF TCGMU
    0.7% of the fund
    +8%
  • Invesco QQQ TRQQQ
    0.6% of the fund
    +9%
  • CorningGLW
    0.6% of the fund
    +19%
  • CrowdStrike HoldingsCRWD
    0.6% of the fund
    +15%
  • Meta PlatformsMETA
    0.6% of the fund
    +16%
  • Eli LillyLLY
    0.6% of the fund
    +23%

Cut

Sold some of their stake.

Sold out

Sold their entire stake.

Holdings

Showing the largest 100 of 316.

Over time and by industry

Value over time

Jun '25
 
Dec '25
 
Jun '26

Value is up 46.4% since 30 June 2025.

Where the money is

Technology16.1%
Financial services4.1%
Retail & consumer3.0%
Media & telecom2.5%
Industrials2.4%
Health care2.2%
Everyday goods1.3%
Utilities0.7%
Energy0.5%
Materials0.4%
Real estate0.4%
Other66.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.