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RMR Wealth Builders
hedge fundUpdated 14 days agoManaged by Rmr Wealth Builders • Latest filing Q3 2026
Portfolio value
$1.7B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
43.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.2B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.3B |
| Q2 2026 | $1.6B |
| Q3 2026 | $1.7B |
Top holdings
310 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $169.1M | 1.88M | 9.85% | Added(+3.3%) | |
| 2 | $166.3M | 237.3K | 9.69% | Added(+4.3%) | |
| 3 | $149.2M | 690.6K | 8.69% | Added(+5.1%) | |
| 4 | $87.6M | 1.22M | 5.11% | Added(+5.7%) | |
| 5 | $77.6M | 801.5K | 4.52% | Added(+6.4%) | |
| 6 | ? N/A NORTHERN LTS FD TR II | $70.9M | 2.48M | 4.13% | Added(+3.4%) |
| 7 | $57.8M | 252.6K | 3.36% | Added(+1.2%) | |
| 8 | $53.9M | 161.9K | 3.14% | Added(+2.3%) | |
| 9 | $48.7M | 388.9K | 2.84% | Trimmed(-2.2%) | |
| 10 | $46.6M | 1.95M | 2.72% | Added(+18.4%) | |
| 11 | $36.1M | 903.4K | 2.10% | — | |
| 12 | $34.7M | 331.6K | 2.02% | Added(+5.9%) | |
| 13 | $32.8M | 132.1K | 1.91% | Trimmed(-3.2%) | |
| 14 | $30.9M | 60.3K | 1.80% | Added(+4.9%) | |
| 15 | $23.8M | 1.22M | 1.39% | Added(+6.3%) | |
| 16 | $23M | 254.6K | 1.34% | Added(+11.7%) | |
| 17 | $21M | 84.4K | 1.22% | Added(+3.6%) | |
| 18 | $18.1M | 377.3K | 1.05% | Added(+7.3%) | |
| 19 | $17.5M | 172.8K | 1.02% | Added(+6.3%) | |
| 20 | $15.4M | 43.7K | 0.89% | Added(+0.7%) |