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CIK: 0001063516
Total reported value
$324.2M
$324.2M
32 檔
48.9%
At the close of Q3 2025, Wealth Management Resources, Inc. disclosed equity holdings valued at approximately $324.2M, spread across 32 reported holdings.
Wealth Management Resources, Inc. executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 12.53% | +1.83% | +1.93% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.68% | -1.31% | +3.54% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.35% | -0.02% | +1.24% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 9.30% | -2.15% | +2.03% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.40% | -0.10% | +0.74% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.70% | -1.06% | +1.85% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-Other | 5.64% | +0.02% | +1.91% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 5.44% | -0.22% | +3.70% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 4.21% | -0.20% | +0.51% | |
| 10 | SMMV | Ishares Msci USA Small-cap M | ETF-Other | 4.07% | -0.21% | +0.83% | |
| 11 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 3.93% | -0.51% | +2.58% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.50% | -0.70% | +1.78% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-Other | 2.78% | -0.07% | +1.99% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.21% | +6.04% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.62% | +0.06% | +3.96% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.57% | -0.12% | -4.95% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.43% | +0.13% | +4.29% | |
| 18 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.15% | -0.10% | +2.16% | |
| 19 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.82% | — | -0.80% | |
| 20 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.73% | -0.06% | +0.83% | |
| 21 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.71% | -0.13% | -0.61% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | — | +6.19% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | -0.03% | -2.47% | |
| 24 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.40% | — | -3.89% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | +0.12% | NEW | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 0.24% | — | -7.49% | |
| 27 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 0.20% | +0.01% | -6.45% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.20% | -0.02% | +0.07% | |
| 29 | IFRA | Ishares US Infrastructure | ETF-Other | 0.11% | — | -12.75% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.10% | — | +11.75% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.07% | -0.01% | -15.87% | |
| 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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPHQ, FBND, SPYG) accounted for 48.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQ
市值: $223.5K
Top Position Liquidated / Trimmed
UCON
前期市值: $225.0K
During Q3 2025, Wealth Management Resources, Inc.'s top holdings by market value included SPHQ (12.5%)、FBND (10.7%)、SPYG (10.3%). The largest single position, SPHQ, represented 12.5% of total portfolio value.
In Q3 2025, Wealth Management Resources, Inc. made 34 total portfolio adjustments, initiating 1 new buys, adding to 18 positions, trimming 13 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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