Wealth Management Resources, Inc. Portfolio Holdings

Wealth Management Resources, Inc.

  • $282 Million
  • Q4 2025

Wealth Management Resources, Inc. has filed its 13F form on January 30, 2026 for Q4 2025 where it was disclosed a total value porftolio of $282 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $32.2M, Fidelity Merrimack Str Tr Tota with a value of $30.4M, Ishares Barclays with a value of $28.2M, Schwab Strategic Tr Intl Eqty with a value of $26.6M, and Schwab Strategic Tr Us Dividen with a value of $23.8M.

Examining the 13F form we can see an decrease of $27.4M in the current position value, from $309M to 282M.

Below you can find more details about Wealth Management Resources, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $282 Million
ETFs: $282 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $282 Million
  • Prior Value $309 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 30, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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