WEALTH MANAGEMENT RESOURCES, INC. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 30, 2026, for the 2025 Q4 period, WEALTH MANAGEMENT RESOURCES, INC. held in its portfolio 21 assets valued at $284,095,131 (i.e. $284.10M).

The most valuable assets in the portfolio included: SPDR SERIES TRUST ($50.63M), INVESCO EXCHANGE TRADED FD T ($32.94M), and FIDELITY MERRIMACK STR TR ($30.25M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in WEALTH MANAGEMENT RESOURCES, INC. Portfolio

SPDR SERIES TRUST

INVESCO EXCHANGE TRADED FD T

FIDELITY MERRIMACK STR TR

ISHARES TR

SCHWAB STRATEGIC TR

ISHARES TR

WISDOMTREE TR

ISHARES TR

WEALTH MANAGEMENT RESOURCES, INC. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPDR SERIES TRUST	723693	50631006	STATE STREET SPD
INVESCO EXCHANGE TRADED FD T	438841	32935011	S&P500 QUALITY
FIDELITY MERRIMACK STR TR	657104	30253048	TOTAL BD ETF
ISHARES TR	292048	28083367	7-10 YR TRSY BD
SCHWAB STRATEGIC TR	1111913	26730397	INTL EQTY ETF
SCHWAB STRATEGIC TR	872914	23944018	US DIVIDEND EQ
ISHARES TR	328886	16033188	CORE 1 5 YR USD
WISDOMTREE TR	315474	15350983	ITL HDG QTLY DIV
WISDOMTREE TR	316760	12359962	EM EX ST-OWNED
ISHARES TR	280799	12167032	MSCI USA SMCP MN
ISHARES TR	125786	11844021	MSCI USA MIN VOL
SCHWAB STRATEGIC TR	402594	8410196	US REIT ETF
ISHARES TR	43464	4655445	NATIONAL MUN ETF
VANGUARD INDEX FDS	22373	4273028	VALUE ETF
WISDOMTREE TR	23015	2058227	US QTLY DIV GRT
ISHARES TR	30753	1564122	FLTG RATE NT ETF
INVESCO EXCHANGE TRADED FD T	10382	1182094	S&P 500 GARP ETF
VANGUARD WORLD FD	2758	793966	HEALTH CAR ETF
VANGUARD MUN BD FDS	7800	392262	TAX EXEMPT BD
ISHARES TR	4269	224635	US INFRASTRUC
SCHWAB STRATEGIC TR	7894	209123	US TIPS ETF