§ 13F · FUND PROFILE
WEALTH MANAGEMENT RESOURCES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $293M (13F)Positions · 32Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 438K | $33M | 11.5% | ±0% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 663K | $30M | 10.5% | +1% |
| 3 | IEF | ISHARES TR | 293K | $28M | 9.7% | ±0% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.11M | $28M | 9.6% | ±0% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 871K | $27M | 9.3% | ±0% |
| 6 | SPYG | SPDR SERIES TRUST | 214K | $21M | 7.3% | ±0% |
| 7 | ISTB | ISHARES TR | 330K | $16M | 5.6% | ±0% |
| 8 | IHDG | WISDOMTREE TR | 316K | $15M | 5.3% | ±0% |
| 9 | XSOE | WISDOMTREE TR | 316K | $13M | 4.4% | ±0% |
| 10 | SMMV | ISHARES TR | 280K | $12M | 4.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
WEALTH MANAGEMENT RESOURCES, INC. is a Other fund managing $293 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed