WEALTH MANAGEMENT RESOURCES, INC.
Q2 2026 13F Holdings
- Locationsmithfield, RI
- Num holdings
31
- Value ($000)
$324,163
- Date Filed 07/22/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $43.16M | 13 % | 478,990 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $29.87M | 9 % | 656,681 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $29.83M | 9 % | 940,642 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $27.68M | 9 % | 999,438 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | $24.62M | 8 % | 260,316 | ||
SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | $23.58M | 7 % | 198,184 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | $17.33M | 5 % | 359,263 | ||
WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $17.24M | 5 % | 329,179 | ||
FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | 316188408 | $15.24M | 5 % | 304,171 | ||
ISHARES TR | MSCI USA SMCP MN | 46435G433 | $13.1M | 4 % | 284,437 |
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