Wealth Management Resources

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

  • Top 5 stock holdings are SPHQ, FBND, IEF, SCHF, SCHD, and represent 50.64% of Wealth Management Resources's stock portfolio.
  • Added to shares of these 10 stocks: BCD, FBND, QQQ, SPMD, IEF, SCHH, ISTB, SCHF, IHDG, USMV.
  • Started 2 new stock positions in BCD, QQQ.
  • Reduced shares in these 10 stocks: MUB, VTEB, DGRW, IFRA, CWB, FLOT, HYMB, VTV, SPYM, SPSM.
  • Sold out of its positions in IFRA, VTEB.
  • Wealth Management Resources was a net buyer of stock by $1.6M.
  • Wealth Management Resources has $287M in assets under management (AUM), dropping by 1.11%.
  • Central Index Key (CIK): 0001063516

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Portfolio Holdings for Wealth Management Resources

Wealth Management Resources holds 28 positions in its portfolio as reported in the March 2026 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) 11.5 $33M 438k 75.19
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 10.5 $30M 663k 45.62
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 9.7 $28M 293k 95.44
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.6 $28M 1.1M 24.75
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Schwab Strategic Tr Us Dividend Eq (SCHD) 9.3 $27M 871k 30.68
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Spdr Series Trust State Street Spd (SPYG) 7.3 $21M 214k 97.91
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Ishares Tr Core 1 5 Yr Usd (ISTB) 5.6 $16M 330k 48.46
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.3 $15M 316k 48.15
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Wisdomtree Tr Em Ex St-owned (XSOE) 4.4 $13M 317k 40.10
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Ishares Tr Msci Usa Smcp Mn (SMMV) 4.2 $12M 280k 43.62
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Ishares Tr Msci Usa Min Vol (USMV) 4.1 $12M 126k 92.74
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Spdr Series Trust State Street Spd (SPMD) 3.9 $11M 189k 59.22
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Schwab Strategic Tr Us Reit Etf (SCHH) 3.0 $8.7M 407k 21.49
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Spdr Series Trust State Street Spd (SPYM) 2.5 $7.1M 93k 76.54
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Spdr Series Trust State Street Spd (SPSM) 1.6 $4.5M 93k 48.32
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Vanguard Index Fds Value Etf (VTV) 1.5 $4.3M -2% 22k 196.20
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Ishares Tr National Mun Etf (MUB) 1.4 $4.0M -12% 38k 106.15
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Abrdn Etfs Bbrg All Commdy (BCD) 1.1 $3.0M NEW 85k 35.78
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Spdr Series Trust State Street Spd (HYMB) 0.7 $2.0M -6% 82k 24.80
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.7M -14% 20k 87.84
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Spdr Series Trust State Street Spd (SPYV) 0.6 $1.6M 29k 56.58
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $1.4M -8% 28k 50.95
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.4 $1.1M 10k 107.62
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Vanguard World Health Car Etf (VHT) 0.3 $754k 2.8k 272.36
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Spdr Series Trust State Street Spd (SHM) 0.2 $510k 11k 47.83
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Spdr Series Trust State Street Spd (CWB) 0.2 $490k -24% 5.4k 91.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $230k NEW 399.00 577.46
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $210k 7.9k 26.61
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Past Filings by Wealth Management Resources

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

View all past filings