WEALTH MANAGEMENT RESOURCES, INC. — 13F holdings

WEALTH MANAGEMENT RESOURCES, INC. reported 29 holdings worth $324M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

1. SPHQ INVESCO EXCHANGE TRADED FD T — $41.3M (12.7%)
2. SCHD SCHWAB STRATEGIC TR — $31.4M (9.7%)
3. FBND FIDELITY MERRIMACK STR TR — $29.4M (9.1%)
4. SCHF SCHWAB STRATEGIC TR — $27.9M (8.6%)
5. SPYG SPDR SERIES TRUST — $24.8M (7.7%)
6. IEF ISHARES TR — $24.1M (7.4%)
7. ISTB ISHARES TR — $17.6M (5.4%)
8. IHDG WISDOMTREE TR — $17.4M (5.4%)
9. FLDR FIDELITY MERRIMACK STR TR — $15.9M (4.9%)
10. USMV ISHARES TR — $13.0M (4.0%)