Portfolio (Quarterly) Guide ↗

RMR Wealth Builders

· CIK 0001803848

13F Portfolio $1.6B AUM 316 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 65 New 124 Added 89 Reduced 24 Exited

Page 2 of 2 · 24 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	TSCO	TRACTOR SUPPLY CO	Consumer Cyclical	4,139	$207K	0.02%	SOLD
22	QYLD	GLOBAL X FDS	—	11,662	$206K	0.02%	SOLD
23	WFC	WELLS FARGO CO NEW	Financial Services	2,169	$202K	0.02%	SOLD
24	—	FIBROBIOLOGICS INC	—	38,360	$9K	0.00%	SOLD

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Sector Allocation

Technology 46.9%

Financial Services 17.4%

Consumer Cyclical 8.8%

Healthcare 6.4%

Communication Services 5.6%

Industrials 5.0%

Consumer Defensive 3.7%

Utilities 2.2%

Energy 1.6%

Basic Materials 1.2%