WEALTH MANAGEMENT RESOURCES, INC.
CIK: 0001063516SEC EDGAR →
Portfolio Value
$284.1M
Holdings
28
As of
Q4 2025
New Positions
28
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 438,841 | $32.9M | 11.59% |
| 2 | FIDELITY MERRIMACK STR TR | 657,104 | $30.3M | 10.65% |
| 3 | ISHARES TR | 292,048 | $28.1M | 9.89% |
| 4 | SCHWAB STRATEGIC TR | 1,111,913 | $26.7M | 9.41% |
| 5 | SCHWAB STRATEGIC TR | 872,914 | $23.9M | 8.43% |
| 6 | SPDR SERIES TRUST | 214,368 | $22.9M | 8.05% |
| 7 | ISHARES TR | 328,886 | $16.0M | 5.64% |
| 8 | WISDOMTREE TR | 315,474 | $15.3M | 5.40% |
| 9 | WISDOMTREE TR | 316,760 | $12.4M | 4.35% |
| 10 | ISHARES TR | 280,799 | $12.2M | 4.28% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (28)
$32.9M · 439K shares
$30.3M · 657K shares
$28.1M · 292K shares
$26.7M · 1.1M shares
$23.9M · 873K shares
$22.9M · 214K shares
$16.0M · 329K shares
$15.3M · 315K shares
$12.4M · 317K shares
$12.2M · 281K shares
$11.8M · 126K shares
$10.8M · 187K shares
$8.4M · 403K shares
$7.6M · 95K shares
$4.7M · 43K shares
$4.4M · 94K shares
$4.3M · 22K shares
$2.2M · 88K shares
$2.1M · 23K shares
$1.6M · 29K shares
$1.6M · 31K shares
$1.2M · 10K shares
$793K · 3K shares
$628K · 7K shares
$511K · 11K shares
$392K · 8K shares
$224K · 4K shares
$209K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $284.1M | 100.0% |