Universe · entity
WEALTH MANAGEMENT RESOURCES, INC.
Institutional manager (13F) · CIK 1063516
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $287M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | INVESCO EXCHANGE TRADED FD T | $33M | 438,438 |
| 2 | FIDELITY MERRIMACK STR TR | $30M | 662,891 |
| 3 | ISHARES TR | $28M | 293,058 |
| 4 | SCHWAB STRATEGIC TR | $28M | 1,113,799 |
| 5 | SCHWAB STRATEGIC TR | $27M | 871,182 |
| 6 | SPDR SERIES TRUST | $21M | 214,012 |
| 7 | ISHARES TR | $16M | 330,044 |
| 8 | WISDOMTREE TR | $15M | 316,242 |
| 9 | WISDOMTREE TR | $13M | 316,459 |
| 10 | ISHARES TR | $12M | 279,773 |
| 11 | ISHARES TR | $12M | 125,821 |
| 12 | SPDR SERIES TRUST | $11M | 188,869 |
| 13 | SCHWAB STRATEGIC TR | $9M | 406,889 |
| 14 | SPDR SERIES TRUST | $7M | 93,315 |
| 15 | SPDR SERIES TRUST | $4M | 92,801 |
| 16 | VANGUARD INDEX FDS | $4M | 21,826 |
| 17 | ISHARES TR | $4M | 38,087 |
| 18 | ABRDN ETFS | $3M | 84,489 |
| 19 | SPDR SERIES TRUST | $2M | 82,345 |
| 20 | WISDOMTREE TR | $2M | 19,674 |
| 21 | SPDR SERIES TRUST | $2M | 28,763 |
| 22 | ISHARES TR | $1M | 28,116 |
| 23 | INVESCO EXCHANGE TRADED FD T | $1M | 10,367 |
| 24 | VANGUARD WORLD FD | $754k | 2,768 |
| 25 | SPDR SERIES TRUST | $510k | 10,668 |
| 26 | SPDR SERIES TRUST | $490k | 5,355 |
| 27 | INVESCO QQQ TR | $230k | 399 |
| 28 | SCHWAB STRATEGIC TR | $210k | 7,894 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.