Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEALTH MANAGEMENT RESOURCES, INC. (CIK 1063516) reported $287.3M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPHQ ($33.0M, 11.48%), FBND ($30.2M, 10.53%), IEF ($28.0M, 9.74%), SCHF ($27.6M, 9.60%), SCHD ($26.7M, 9.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPHQ | INVESCO EXCHANGE TRADED FD T | $33.0M | 11.48% | 438,438 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $30.2M | 10.53% | 662,891 | Added |
| 3 | IEF | ISHARES TR | $28.0M | 9.74% | 293,058 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $27.6M | 9.60% | 1.1M | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $26.7M | 9.30% | 871,182 | Trimmed |
| 6 | SPYG | SPDR SERIES TRUST | $21.0M | 7.29% | 214,012 | Trimmed |
| 7 | ISTB | ISHARES TR | $16.0M | 5.57% | 330,044 | Added |
| 8 | IHDG | WISDOMTREE TR | $15.2M | 5.30% | 316,242 | Added |
| 9 | XSOE | WISDOMTREE TR | $12.7M | 4.42% | 316,459 | Trimmed |
| 10 | SMMV | ISHARES TR | $12.2M | 4.25% | 279,773 | Trimmed |
| 11 | USMV | ISHARES TR | $11.7M | 4.06% | 125,821 | Added |
| 12 | SPMD | SPDR SERIES TRUST | $11.2M | 3.89% | 188,869 | Added |
| 13 | SCHH | SCHWAB STRATEGIC TR | $8.7M | 3.04% | 406,889 | Added |
| 14 | SPLG | SPDR SERIES TRUST | $7.1M | 2.49% | 93,315 | Trimmed |
| 15 | SPSM | SPDR SERIES TRUST | $4.5M | 1.56% | 92,801 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $4.3M | 1.49% | 21,826 | Trimmed |
| 17 | MUB | ISHARES TR | $4.0M | 1.41% | 38,087 | Trimmed |
| 18 | BCD | ABRDN ETFS | $3.0M | 1.05% | 84,489 | New |
| 19 | HYMB | SPDR SERIES TRUST | $2.0M | 0.71% | 82,345 | Trimmed |
| 20 | DGRW | WISDOMTREE TR | $1.7M | 0.60% | 19,674 | Trimmed |
| 21 | SPYV | SPDR SERIES TRUST | $1.6M | 0.57% | 28,763 | Trimmed |
| 22 | FLOT | ISHARES TR | $1.4M | 0.50% | 28,116 | Trimmed |
| 23 | SPGP | INVESCO EXCHANGE TRADED FD T | $1.1M | 0.39% | 10,367 | Trimmed |
| 24 | VHT | VANGUARD WORLD FD | $753,905 | 0.26% | 2,768 | Added |
| 25 | SHM | SPDR SERIES TRUST | $510,231 | 0.18% | 10,668 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31