StockDriftsStockDriftsTop 29 Wealth Management Resources INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 12.75% | 490.7K | $41.3M | +2.45%(+11.74K) | $63.39(+33.22%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 9.71% | 966.3K | $31.4M | +2.72%(+25.63K) | $26.21(+32.15%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 9.07% | 678.3K | $29.4M | +3.29%(+21.59K) | $46.91(-6.76%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 8.63% | 1.02M | $27.9M | +1.77%(+17.67K) | $20.68(+31.00%) | 2026-09-30 | |
| SPYG | SPDR SER TR | 7.66% | 201.6K | $24.8M | +1.71%(+3.40K) | $71.71(+69.21%) | 2026-09-30 | |
| IEF | ISHARES TR | 7.43% | 269.4K | $24.1M | +3.51%(+9.13K) | $95.51(-5.56%) | 2026-09-30 | |
| ISTB | ISHARES TR | 5.42% | 371.6K | $17.6M | +3.44%(+12.36K) | $47.68(-0.86%) | 2026-09-30 | |
| IHDG | WISDOMTREE TR | 5.39% | 336.2K | $17.4M | +2.12%(+6.99K) | $43.81(+18.83%) | 2026-09-30 | |
| FLDR | FIDELITY MERRIMACK STR TR | 4.91% | 319.4K | $15.9M | +5.00%(+15.22K) | $50.04(-0.20%) | 2026-09-30 | |
| USMV | ISHARES TR | 4% | 133.0K | $13.0M | +2.53%(+3.28K) | $77.42(+32.03%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.33% | +34.32% | — | — | +16.64% |
| Top 20 Holdings Unweighted | +9.61% | +31.70% | — | — | +15.57% |
Wealth Management Resources INC reports $323.74M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are SPHQ (12.8%), SCHD (9.7%) and FBND (9.1%). The top 20 holdings account for 97.42% of reported assets. Its disclosed equity book has returned +34.32% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Management Resources INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1063516). View Wealth Management Resources INC’s 13F filings on SEC