WEALTH MANAGEMENT RESOURCES, INC.
•CIK: 1063516•Filing: Q4 2025
**WEALTH MANAGEMENT RESOURCES, INC.** manages $284M across a diversified portfolio of 28 positions. The strategy exhibits significant allocations to fixed income and dividend-focused equities, highlighted by top holdings such as SPHQ ($32.9M) and FBND ($30.3M). Further concentration is evident in core asset classes, with IEF ($28.1M) and SCHF ($26.7M) representing substantial weights. This structure suggests a disciplined, income-oriented approach across various market segments.
Total AUM
$284.1M
QoQ Performance
-8.1%
Positions
9
Top 10 Concentration
77.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPHQ
FBND
IEF
SCHF
SCHD
SPYG
ISTB
IHDG
SPHQ11.6%
FBND10.6%
IEF9.9%
SCHF9.4%
SCHD8.4%
SPYG8.1%
ISTB5.6%
IHDG5.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑4 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023