WEALTH MANAGEMENT RESOURCES, INC.
CIK: 1063516SEC EDGAR →
Portfolio Value
$276.8B
Holdings
28
As of
Q1 2026
New Positions
28
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | 438,438 | $33.0B | 11.91% |
| 2 | FIDELITY MERRIMACK STR TR | 662,891 | $30.2B | 10.92% |
| 3 | ISHARES TR | 293,058 | $28.0B | 10.10% |
| 4 | SCHWAB STRATEGIC TR | 1,113,799 | $27.6B | 9.96% |
| 5 | SCHWAB STRATEGIC TR | 871,182 | $26.7B | 9.65% |
| 6 | SPDR SERIES TRUST | 214,012 | $21.0B | 7.57% |
| 7 | ISHARES TR | 330,044 | $16.0B | 5.78% |
| 8 | WISDOMTREE TR | 316,242 | $15.2B | 5.50% |
| 9 | WISDOMTREE TR | 316,459 | $12.7B | 4.58% |
| 10 | ISHARES TR | 279,773 | $12.2B | 4.41% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 27 | $276.8B | 100.0% |
| Unknown | 1 | $230K | 0.0% |