§ 13F · FUND PROFILE
WEALTH MANAGEMENT RESOURCES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $292.9T (13F)Positions · 32Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$284.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | 439K | $32.9T | 11.6% | NEW |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 657K | $30.3T | 10.6% | NEW |
| 3 | IEF | ISHARES TR | 292K | $28.1T | 9.9% | NEW |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.11M | $26.7T | 9.4% | NEW |
| 5 | SCHD | SCHWAB STRATEGIC TR | 873K | $23.9T | 8.4% | NEW |
| 6 | SPYG | SPDR SERIES TRUST | 214K | $22.9T | 8.1% | NEW |
| 7 | ISTB | ISHARES TR | 329K | $16.0T | 5.6% | NEW |
| 8 | IHDG | WISDOMTREE TR | 315K | $15.4T | 5.4% | NEW |
| 9 | XSOE | WISDOMTREE TR | 317K | $12.4T | 4.4% | NEW |
| 10 | SMMV | ISHARES TR | 281K | $12.2T | 4.3% | NEW |
§ 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 $292857.3 trillion in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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