account_balance

Investment manager · 13F filer · SEC CIK 1063516

Wealth Management Resources, Inc.

Reported value$324Mas of Sep 30, 2026
Positions29 0 new, 2 sold out
Top 10 weight75.0%SPHQ alone is 13%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPHQ Invesco Exchange Traded Fd T 12.7% Added +2%
SCHD Schwab Strategic Tr 9.7% Added +3%
FBND Fidelity Merrimack STR Tr 9.1% Added +3%
SCHF Schwab Strategic Tr 8.6% Held
SPYG SPDR Ser Tr 7.7% Held
IEF iShares Tr 7.4% Added +4%
ISTB iShares Tr 5.4% Added +3%
IHDG Wisdomtree Tr 5.4% Added +2%
FLDR Fidelity Merrimack STR Tr 4.9% Added +5%
USMV iShares Tr 4.0% Added +3%
SMMV iShares Tr 3.9% Held
XSOE Wisdomtree Tr 3.8% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • HYMB +9%
  • VTV +8%
  • FLDR +5%
  • IEF +4%
arrow_downwardTrimmed
  • SPYV −12%
  • SPSM −4%
remove_circleSold out
  • VTIP $229K
  • SCHP $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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