RMR Wealth Builders, a firm based in Montclair, New Jersey, filed a Form 13F-HR with the Securities and Exchange Commission on October 22, 2026, disclosing its equity holdings as of the close of business on September 30, 2026. The filing was signed by Steven Sergio, the Director of Compliance & Operations for the firm.
The report details the firm's holdings in 310 different equity securities. The portfolio is heavily weighted toward technology and large-cap growth companies, with Microsoft Corporation and NVIDIA Corporation identified as the largest individual positions. Microsoft is listed with 30,912,830 shares, while NVIDIA holds 57,753,199 shares. Other major technology holdings include Apple Inc. with 53,928,411 shares, Amazon.com Inc. with 21,016,481 shares, and Alphabet Inc. Class A shares with 7,312,252 shares.
Significant exposure to the semiconductor sector is also evident, with holdings in Broadcom Inc. (15,359,263 shares), Advanced Micro Devices Inc. (14,407,780 shares), and Micron Technology Inc. (12,447,308 shares). The portfolio includes a substantial allocation to exchange-traded funds, including the Invesco QQQ Trust (9,355,849 shares), the iShares Core S&P 500 ETF (6,750,490 shares), and the iShares Core MSCI Emerging Markets ETF (67,765,848 shares). The filing also lists positions in financial institutions such as JPMorgan Chase & Co. (14,319,589 shares) and Berkshire Hathaway Inc. Class B (8,604,882 shares).
