WEALTH MANAGEMENT RESOURCES, INC.
Q3 2025 13F Holdings
- Locationsmithfield, RI
- Num holdings
32
- Value ($000)
$309,027
- Date Filed 10/16/2025
- Form type13F-HR
- CIK 0001063516
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $38.72M | 13 % | 528,305 | ||
F FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $33.00M | 11 % | 713,610 | ||
K SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | $31.99M | 10 % | 306,114 | ||
I ISHARES TR | 7-10 YR TRSY BD | 464287440 | $28.75M | 9 % | 298,096 | ||
S SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $25.97M | 8 % | 951,194 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $17.62M | 6 % | 756,900 | ||
I WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $17.44M | 6 % | 378,456 | ||
I ISHARES TR | CORE 1 5 YR USD | 46432F859 | $16.82M | 5 % | 344,379 | ||
U ISHARES TR | MSCI USA MIN VOL | 46429B697 | $13.01M | 4 % | 136,791 | ||
S ISHARES TR | MSCI USA SMCP MN | 46435G433 | $12.56M | 4 % | 291,848 |
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