RMR Wealth Builders

CIK 0001803848 · Q1 2026

13F Equity AUM

$1.3B

+1.6% QoQ

Positions

277

+2 QoQ

AUM Rank

#2,419

Top 19%

Skill Alpha (FF)

-1.2%/yr

Underperformer

Rank #3,972 · Top 48%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 38.3%Top 10: 54.8%Top 20: 69.3%

VOO9.5%

VUG9.1%

VTV8.9%

IJH5.9%

IEFA5.0%

PRMR4.2%

NVDA3.4%

IWF3.4%

AAPL3.1%

SUB2.5%

Others (267)45.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services71.3%

Technology13.9%

Consumer Cyclical3.1%

Communication Services3.0%

Healthcare2.4%

Other6.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 277Median: 0.06%Avg: 0.36%

0–0.5%

250(25.9%)

0.5–1%

8(5.7%)

1–3%

10(16.0%)

3–5%

5(19.0%)

5%+

4(33.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 274Unique: 3vs 20 funds

3.8%Low

277

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

5.2%

BANK OF AMERICA CORP /DE/

5.7%

5.4%

5.9%

5.5%

VANGUARD CAPITAL MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

4.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

5.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New20Increased141Decreased88Exited18

New Positions

NEM0.2%

+25K

UYLD0.1%

+18K

JPST0.1%

+12K

WDC0.0%

+2K

SGOV0.0%

+3K

BE0.0%

+2K

AMGN0.0%

+675

FDLO0.0%

+3K

ON0.0%

+3K

ITM0.0%

+5K

Increased

PRMR4.2%

+454K(+25%)

SCHO1.5%

+140K(+21%)

FSMB1.7%

+54K(+5%)

CGMU0.8%

+48K(+14%)

IEFA5.0%

+44K(+7%)

MO0.2%

+38K(+765%)

FTRB0.5%

+28K(+13%)

VUG9.1%

+26K(+11%)

AAPL3.1%

+22K(+16%)

VTV8.9%

+18K(+3%)

Decreased

IJR0.2%

-33,619(-64%)

IJH5.9%

-25,087(-2%)

IWM0.2%

-17,045(-58%)

PG0.1%

-12,909(-73%)

LIN0.0%

-5,288(-86%)

ISRG0.1%

-4,751(-59%)

T0.0%

-4,327(-28%)

GLW0.3%

-3,567(-10%)

NVDA3.4%

-3,250(-1%)

XOM0.5%

-2,935(-7%)

Exited

-13,343

-10,226

-15,550

-5,753

-11,273

-545

WFC

-2,169

SYK

-660

ARES

-1,698

-888

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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