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The Analysis of WEALTH MANAGEMENT RESOURCES, INC.'s Holdings & P&L

Currently, WEALTH MANAGEMENT RESOURCES, INC. holds 31 types of securities in its portfolio with a total value $324.2M. In the most recent quarter, they have increased their positions in FLDR (+304.2K shares, valued at $15.2M), SPHQ (+40.6K shares, valued at $3.7M), SCHD (+69.5K shares, valued at $2.2M); decreased their positions in SCHF (-114.4K shares, valued at $3.2M), IEF (-32.7K shares, valued at $3.1M), XSOE (-59.0K shares, valued at $2.9M); initiated new positions in FLDR (+304.2K shares, valued at $15.2M), VTEB (+7.8K shares, valued at $395.1K), VTIP (+4.6K shares, valued at $229.3K).

1M P&L

-340.9K-0.11%

3M P&L

-854.6K-0.27%

HY P&L

+6.3M+2.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A315.4M

100.0%

Top Industries by Stock Count

1N/A30 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPHQ INVESCO EXCHANGE TRADED FD T479.0K shares9.25%2026-06-302026-07-22

FBND FIDELITY MERRIMACK STR TR656.7K shares-0.94%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR940.6K shares7.97%2026-06-302026-07-22

SCHF SCHWAB STRATEGIC TR999.4K shares-10.27%2026-06-302026-07-22

IEF ISHARES TR260.3K shares-11.17%2026-06-302026-07-22

SPYG SPDR SERIES TRUST198.2K shares-7.40%2026-06-302026-07-22

ISTB ISHARES TR359.3K shares8.85%2026-06-302026-07-22

IHDG WISDOMTREE TR329.2K shares4.09%2026-06-302026-07-22

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FLDR FIDELITY MERRIMACK STR TR304.2K sharesnew addition2026-06-302026-07-22

SMMV ISHARES TR284.4K shares1.67%2026-06-302026-07-22

XSOE WISDOMTREE TR257.5K shares-18.64%2026-06-302026-07-22

USMV ISHARES TR129.7K shares3.11%2026-06-302026-07-22

SPMD SPDR SERIES TRUST153.1K shares-18.95%2026-06-302026-07-22

SCHH SCHWAB STRATEGIC TR407.2K shares0.09%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST99.5K shares6.64%2026-06-302026-07-22

SPSM SPDR SERIES TRUST95.0K shares2.40%2026-06-302026-07-22

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VTV VANGUARD INDEX FDS23.1K shares5.93%2026-06-302026-07-22

MUB ISHARES TR38.8K shares1.99%2026-06-302026-07-22

BCD ABRDN ETFS83.1K shares-1.61%2026-06-302026-07-22

HYMB SPDR SERIES TRUST83.0K shares0.85%2026-06-302026-07-22

SPYV SPDR SERIES TRUST28.7K shares-0.19%2026-06-302026-07-22

DGRW WISDOMTREE TR15.8K shares-19.70%2026-06-302026-07-22

FLOT ISHARES TR25.4K shares-9.57%2026-06-302026-07-22

SPGP INVESCO EXCHANGE TRADED FD T10.4K shares0.19%2026-06-302026-07-22

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VHT VANGUARD WORLD FD2.8K shares0.33%2026-06-302026-07-22

CWB SPDR SERIES TRUST5.4K shares0.04%2026-06-302026-07-22

SHM SPDR SERIES TRUST10.7K shares0.00%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS7.8K sharesnew addition2026-06-302026-07-22

QQQ INVESCO QQQ TR507 shares27.07%2026-06-302026-07-22

VTIP VANGUARD MALVERN FDS4.6K sharesnew addition2026-06-302026-07-22

SCHP SCHWAB STRATEGIC TR7.9K shares0.00%2026-06-302026-07-22

SPHQ

INVESCO EXCHANGE TRADED FD T

9.25%

Shares479.0K

Event2026-06-30

Filed2026-07-22

FBND

FIDELITY MERRIMACK STR TR

-0.94%

Shares656.7K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

7.97%

Shares940.6K

Event2026-06-30

Filed2026-07-22

SCHF

SCHWAB STRATEGIC TR

-10.27%

Shares999.4K

Event2026-06-30

Filed2026-07-22

IEF

ISHARES TR

-11.17%

Shares260.3K

Event2026-06-30

Filed2026-07-22

SPYG

SPDR SERIES TRUST

-7.40%

Shares198.2K

Event2026-06-30

Filed2026-07-22

ISTB

ISHARES TR

8.85%

Shares359.3K

Event2026-06-30

Filed2026-07-22

IHDG

WISDOMTREE TR

4.09%

Shares329.2K

Event2026-06-30

Filed2026-07-22

FLDR

FIDELITY MERRIMACK STR TR

New

Shares304.2K

Event2026-06-30

Filed2026-07-22

SMMV

ISHARES TR

1.67%

Shares284.4K

Event2026-06-30

Filed2026-07-22

XSOE

WISDOMTREE TR

-18.64%

Shares257.5K

Event2026-06-30

Filed2026-07-22

USMV

ISHARES TR

3.11%

Shares129.7K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

-18.95%

Shares153.1K

Event2026-06-30

Filed2026-07-22

SCHH

SCHWAB STRATEGIC TR

0.09%

Shares407.2K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

6.64%

Shares99.5K

Event2026-06-30

Filed2026-07-22

SPSM

SPDR SERIES TRUST

2.40%

Shares95.0K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

5.93%

Shares23.1K

Event2026-06-30

Filed2026-07-22

MUB

ISHARES TR

1.99%

Shares38.8K

Event2026-06-30

Filed2026-07-22

BCD

ABRDN ETFS

-1.61%

Shares83.1K

Event2026-06-30

Filed2026-07-22

HYMB

SPDR SERIES TRUST

0.85%

Shares83.0K

Event2026-06-30

Filed2026-07-22

SPYV

SPDR SERIES TRUST

-0.19%

Shares28.7K

Event2026-06-30

Filed2026-07-22

DGRW

WISDOMTREE TR

-19.70%

Shares15.8K

Event2026-06-30

Filed2026-07-22

FLOT

ISHARES TR

-9.57%

Shares25.4K

Event2026-06-30

Filed2026-07-22

SPGP

INVESCO EXCHANGE TRADED FD T

0.19%

Shares10.4K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

0.33%

Shares2.8K

Event2026-06-30

Filed2026-07-22

CWB

SPDR SERIES TRUST

0.04%

Shares5.4K

Event2026-06-30

Filed2026-07-22

SHM

SPDR SERIES TRUST

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

New

Shares7.8K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

27.07%

Shares507

Event2026-06-30

Filed2026-07-22

VTIP

VANGUARD MALVERN FDS

New

Shares4.6K

Event2026-06-30

Filed2026-07-22

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available