WEALTH MANAGEMENT RESOURCES, INC.: 13F holdings
CIK 10635162026Q2
| Positions | 31 |
|---|
| Reported value | $324.2m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 31 (+3 vs prior quarter) |
|---|
| Reported value | $324.2m (+12.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPHQ INVESCO EXCHANGE TRADED FD T | 478,990 | $43.2m | 13.3% |
| FBND FIDELITY MERRIMACK STR TR | 656,681 | $29.9m | 9.2% |
| SCHD SCHWAB STRATEGIC TR | 940,642 | $29.8m | 9.2% |
| SCHF SCHWAB STRATEGIC TR | 999,438 | $27.7m | 8.5% |
| IEF ISHARES TR | 260,316 | $24.6m | 7.6% |
| SPYG SPDR SERIES TRUST | 198,184 | $23.6m | 7.3% |
| ISTB ISHARES TR | 359,263 | $17.3m | 5.3% |
| XLB WISDOMTREE TR | 329,179 | $17.2m | 5.3% |
| FLDR FIDELITY MERRIMACK STR TR | 304,171 | $15.2m | 4.7% |
| SMMV ISHARES TR | 284,437 | $13.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1063516")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples