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Wealth Management Resources

Latest statistics and disclosures from Wealth Management Resources's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPHQ, FBND, SPYG, IEF, SCHD, and represent 51.27% of Wealth Management Resources's stock portfolio.
Added to shares of these 10 stocks: FBND, SPHQ, ISTB, IEF, SPLG, SPYG, IHDG, SCHF, XSOE, VTV.
Reduced shares in these 10 stocks: MUB, VHT, IFRA, SPGP, SCHP, CWB, SPYV, VTEB, PDBC, DGRW.
Wealth Management Resources was a net buyer of stock by $5.6M.
Wealth Management Resources has $309M in assets under management (AUM), dropping by 5.52%.
Central Index Key (CIK): 0001063516

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Positions held by Wealth Management Resources consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	12.5	$39M		528k	73.29	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	10.7	$33M	+3%	714k	46.24	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	10.4	$32M		306k	104.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	9.3	$29M	+2%	298k	96.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	8.4	$26M		951k	27.30	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.7	$18M		757k	23.28	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	5.6	$17M		379k	46.08	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	5.4	$17M	+3%	344k	48.84	View chart
Ishares Tr Msci Usa Min Vol (USMV)	4.2	$13M		137k	95.14	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	4.1	$13M		292k	43.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	3.9	$12M	+2%	320k	37.94	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	3.5	$11M		189k	57.19	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.8	$8.6M		398k	21.57	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	2.6	$8.0M	+6%	102k	78.34	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$5.0M	+3%	27k	186.49	View chart
Ishares Tr National Mun Etf (MUB)	1.6	$4.9M	-4%	46k	106.49	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.4	$4.4M	+4%	95k	46.32	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$3.5M	+2%	69k	51.09	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.8	$2.5M		189k	13.43	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.7	$2.3M		91k	24.93	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.7	$2.2M		25k	88.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.1M	+6%	3.4k	612.31	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.5	$1.6M	-2%	29k	55.33	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$1.2M	-3%	11k	113.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$786k	-3%	16k	50.07	View chart
Vanguard World Health Car Etf (VHT)	0.2	$741k	-7%	2.9k	259.57	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	0.2	$613k	-6%	6.8k	90.50	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.2	$604k		13k	48.22	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$352k	-12%	6.7k	52.82	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$303k	+11%	5.0k	60.03	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$225k	-15%	8.3k	26.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$224k		372.00	600.84	View chart

Past Filings by Wealth Management Resources

SEC 13F filings are viewable for Wealth Management Resources going back to 2021

Wealth Management Resources 2025 Q3 filed Oct. 16, 2025
Wealth Management Resources 2025 Q2 filed July 24, 2025
Wealth Management Resources 2025 Q1 filed April 23, 2025
Wealth Management Resources 2024 Q4 filed Jan. 21, 2025
Wealth Management Resources 2024 Q3 filed Oct. 31, 2024
Wealth Management Resources 2024 Q2 filed July 17, 2024
Wealth Management Resources 2024 Q1 filed April 19, 2024
Wealth Management Resources 2023 Q4 filed Jan. 19, 2024
Wealth Management Resources 2023 Q3 filed Oct. 25, 2023
Wealth Management Resources 2023 Q2 filed July 12, 2023
Wealth Management Resources 2023 Q1 filed April 11, 2023
Wealth Management Resources 2022 Q4 filed Jan. 18, 2023
Wealth Management Resources 2022 Q3 filed Oct. 14, 2022
Wealth Management Resources 2022 Q2 filed July 22, 2022
Wealth Management Resources 2022 Q1 filed April 20, 2022
Wealth Management Resources 2021 Q4 filed Feb. 10, 2022

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