WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC. reported 31 positions worth $324.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPHQ (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPHQ | SH | $43.2M | 13.31% | 478,990 | — | — | |
| ▸ 2 | FBND | SH | $29.9M | 9.22% | 656,681 | — | — | |
| ▸ 3 | SCHD | SH | $29.8M | 9.20% | 940,642 | — | — | |
| ▸ 4 | SCHF | SH | $27.7M | 8.54% | 999,438 | — | — | |
| ▸ 5 | IEF | SH | $24.6M | 7.59% | 260,316 | — | — | |
| ▸ 6 | SPYG | SH | $23.6M | 7.27% | 198,184 | — | — | |
| ▸ 7 | ISTB | SH | $17.3M | 5.35% | 359,263 | — | — | |
| ▸ 8 | IHDG | SH | $17.2M | 5.32% | 329,179 | — | — | |
| ▸ 9 | FLDR | SH | $15.2M | 4.70% | 304,171 | — | — | |
| ▸ 10 | SMMV | SH | $13.1M | 4.04% | 284,437 | — | — |
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Frequently Asked Questions
What stocks does WEALTH MANAGEMENT RESOURCES, INC. hold as of Q2 2026?
WEALTH MANAGEMENT RESOURCES, INC. reported 31 positions worth $324.2M in its Q2 2026 13F filing. Largest positions: SPHQ (13.3%), FBND (9.2%), SCHD (9.2%), SCHF (8.5%) and IEF (7.6%).
What did WEALTH MANAGEMENT RESOURCES, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WEALTH MANAGEMENT RESOURCES, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.