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CIK: 0001063516
Total reported value
$324.2M
$324.2M
32 檔
46.4%
As reported in its official Q2 2025 Form 13F filing, Wealth Management Resources, Inc.'s tracked investment portfolio stood at $324.2M with 32 total positions.
Wealth Management Resources, Inc. executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 12.61% | +1.83% | +1.15% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.77% | -1.31% | +8.63% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.84% | -0.02% | +0.65% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.55% | -2.15% | +1.61% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.54% | -0.10% | +8.23% | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 5.71% | +0.02% | +1.92% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.61% | -1.06% | -2.22% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.52% | -0.22% | +6.46% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.36% | -0.20% | -2.96% | |
| 10 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 4.15% | -0.21% | +1.88% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.67% | -0.51% | +3.68% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.45% | -0.70% | +11.30% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 2.82% | -0.07% | +6.49% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.21% | +7.61% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.71% | -0.12% | -15.93% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.56% | +0.06% | +5.84% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.33% | +0.13% | +12.74% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.18% | -0.10% | +83.98% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.85% | — | -4.53% | |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.76% | -0.06% | -2.20% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.71% | -0.13% | -43.18% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | — | -22.33% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.53% | -0.03% | +2.89% | |
| 24 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.42% | — | -35.77% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.27% | +0.12% | NEW | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | — | -27.75% | |
| 27 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.20% | -0.02% | +13.92% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.20% | +0.01% | -6.87% | |
| 29 | IFRA | Ishares US Infrastructure | ETF-Other | 0.13% | — | -59.90% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.09% | — | +12.47% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.09% | -0.01% | -6.02% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | +0.04% | — |
According to official SEC Form 13F filings, Wealth Management Resources, Inc. reported a total U.S. public equity portfolio value of $324.2M across 32 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, FBND, SPYG) accounted for 46.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
QQQ
市值: $205.2K
Top Position Liquidated / Trimmed
UCON
前期市值: $225.0K
During Q2 2025, Wealth Management Resources, Inc.'s top holdings by market value included SPHQ (12.6%)、FBND (10.8%)、SPYG (9.8%). The largest single position, SPHQ, represented 12.6% of total portfolio value.
In Q2 2025, Wealth Management Resources, Inc. made 33 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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