—

WEALTH MANAGEMENT RESOURCES, INC.

Q1 2026 13F Holdings

  • Location
    smithfield, RI
  • Num holdings

    28

  • Value ($000)

    $287,252

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0001063516
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPHQ

INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY
46137V241
$32.97M
12 %

438,438

F
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
316188309
$30.24M
11 %

662,891

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$27.97M
10 %

293,058

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$27.57M
10 %

1,113,799

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$26.73M
9 %

871,182

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A409
$20.95M
7 %

214,012

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$15.99M
6 %

330,044

I
IHDG

WISDOMTREE TR

ITL HDG QTLY DIV
97717X594
$15.23M
5 %

316,242

X
XSOE

WISDOMTREE TR

EM EX ST-OWNED
97717X578
$12.69M
4 %

316,459

S
SMMV

ISHARES TR

MSCI USA SMCP MN
46435G433
$12.2M
4 %

279,773

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 28