WEALTH MANAGEMENT RESOURCES, INC.
Q4 2025 13F Holdings
- Locationsmithfield, RI
- Num holdings
28
- Value ($000)
$284,095
- Date Filed01/30/2026
- Form type13F-HR
- CIK0001063516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $32.94M | 12 % | 438,841 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $30.25M | 11 % | 657,104 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $28.08M | 10 % | 292,048 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $26.73M | 9 % | 1,111,913 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $23.94M | 8 % | 872,914 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A409 | $22.87M | 8 % | 214,368 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | $16.03M | 6 % | 328,886 | ||
WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $15.35M | 5 % | 315,474 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | $12.36M | 4 % | 316,760 | ||
ISHARES TR | MSCI USA SMCP MN | 46435G433 | $12.17M | 4 % | 280,799 |
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