§ 13F · FUND PROFILE
WEALTH MANAGEMENT RESOURCES, INC..
AUM · $324M (13F)Positions · 31Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 479K | $43M | 13.3% | +9% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 657K | $30M | 9.2% | −1% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 941K | $30M | 9.2% | +8% |
| 4 | SCHF | SCHWAB STRATEGIC TR | 999K | $28M | 8.5% | −10% |
| 5 | IEF | ISHARES TR | 260K | $25M | 7.6% | −11% |
| 6 | SPYG | SPDR SERIES TRUST | 198K | $24M | 7.3% | −7% |
| 7 | ISTB | ISHARES TR | 359K | $17M | 5.3% | +9% |
| 8 | IHDG | WISDOMTREE TR | 329K | $17M | 5.3% | +4% |
| 9 | FLDR | FIDELITY MERRIMACK STR TR | 304K | $15M | 4.7% | NEW |
| 10 | SMMV | ISHARES TR | 284K | $13M | 4.0% | +2% |
§ 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 $324 million in assets. The fund runs a portfolio of 31 positions.
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