RMR Wealth Builders

CIK 0001803848 · Q2 2026

13F Equity AUM

$1.6B

+26.8% QoQ

Positions

316

+39 QoQ

AUM Rank

#2,629

Top 21%

Skill Alpha (FF)

-1.1%/yr

Underperformer

Rank #4,450 · Top 54%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 38.4%Top 10: 54.1%Top 20: 67.7%

VUG9.7%

VOO9.7%

VTV8.9%

IJH5.5%

IEFA4.5%

PRMR4.3%

NVDA3.1%

IWF3.1%

AAPL2.8%

SCHO2.5%

Others (306)45.9%

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

Sector Allocation

No sector data available.

Position Sizing

Positions: 316Median: 0.04%Avg: 0.32%

0–0.5%

282(23.2%)

0.5–1%

15(10.1%)

1–3%

11(18.0%)

3–5%

4(14.9%)

5%+

4(33.8%)

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

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Portfolio Overlap

Shared: 0Unique: 316vs 20 funds

0%Low

316

Fund positions

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.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

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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