WEALTH MANAGEMENT RESOURCES, INC.
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ABRDN ETFS | 0 | 84,489 | +84,489 | 0 | 3,023,022 | +3,023,022 |
| SCHWAB STRATEGIC TR | 872,914 | 871,182 | -1,732 | 23,944,018 | 26,727,879 | +2,783,861 |
| SCHWAB STRATEGIC TR | 1,111,913 | 1,113,799 | +1,886 | 26,730,397 | 27,566,536 | +836,139 |
| SPDR SERIES TRUST | 186,518 | 188,869 | +2,351 | 10,801,283 | 11,184,812 | +383,529 |
| SCHWAB STRATEGIC TR | 402,594 | 406,889 | +4,295 | 8,410,196 | 8,744,055 | +333,859 |
| WISDOMTREE TR | 316,760 | 316,459 | -301 | 12,359,962 | 12,690,020 | +330,058 |
| INVESCO QQQ TR | 0 | 399 | +399 | 0 | 230,406 | +230,406 |
| SPDR SERIES TRUST | 94,117 | 92,801 | -1,316 | 4,410,309 | 4,484,138 | +73,829 |
| ISHARES TR | 280,799 | 279,773 | -1,026 | 12,167,032 | 12,202,902 | +35,870 |
| INVESCO EXCHANGE TRADED FD T | 438,841 | 438,438 | -403 | 32,935,011 | 32,966,118 | +31,107 |
| VANGUARD INDEX FDS | 22,373 | 21,826 | -547 | 4,273,028 | 4,282,320 | +9,292 |
| SCHWAB STRATEGIC TR | 7,894 | 7,894 | 0 | 209,123 | 210,070 | +947 |
| SPDR SERIES TRUST | 10,668 | 10,668 | 0 | 511,938 | 510,231 | -1,707 |
| SPDR SERIES TRUST | 28,836 | 28,763 | -73 | 1,638,201 | 1,627,422 | -10,779 |
| FIDELITY MERRIMACK STR TR | 657,104 | 662,891 | +5,787 | 30,253,048 | 30,241,067 | -11,981 |
| ISHARES TR | 328,886 | 330,044 | +1,158 | 16,033,188 | 15,993,917 | -39,271 |
| VANGUARD WORLD FD | 2,758 | 2,768 | +10 | 793,966 | 753,905 | -40,061 |
| INVESCO EXCHANGE TRADED FD T | 10,382 | 10,367 | -15 | 1,182,094 | 1,115,740 | -66,354 |
| ISHARES TR | 292,048 | 293,058 | +1,010 | 28,083,367 | 27,969,486 | -113,881 |
| WISDOMTREE TR | 315,474 | 316,242 | +768 | 15,350,983 | 15,227,053 | -123,930 |
| ISHARES TR | 30,753 | 28,116 | -2,637 | 1,564,122 | 1,432,529 | -131,593 |
| SPDR SERIES TRUST | 7,050 | 5,355 | -1,695 | 628,852 | 490,068 | -138,784 |
| SPDR SERIES TRUST | 87,619 | 82,345 | -5,274 | 2,185,226 | 2,042,165 | -143,061 |
| ISHARES TR | 125,786 | 125,821 | +35 | 11,844,021 | 11,668,651 | -175,370 |
| WISDOMTREE TR | 23,015 | 19,674 | -3,341 | 2,058,227 | 1,728,144 | -330,083 |
| SPDR SERIES TRUST | 94,517 | 93,315 | -1,202 | 7,582,180 | 7,142,295 | -439,885 |
| ISHARES TR | 43,464 | 38,087 | -5,377 | 4,655,445 | 4,042,933 | -612,512 |
| SPDR SERIES TRUST | 214,368 | 214,012 | -356 | 22,873,017 | 20,953,929 | -1,919,088 |