WEALTH MANAGEMENT RESOURCES, INC.
All 13F Filings
- Location
- Smithfield, RI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 324,163
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 31 | 324,163 | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. |
| Q1 2026 | 4/28/2026 | 28 | 287,252 | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. |
| Q4 2025 | 1/30/2026 | 28 | 284,095 | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. |
| Q3 2025 | 10/16/2025 | 32 | 309,027 | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. |
| Q2 2025 | 7/24/2025 | 32 | 292,857 | 13F-HR | WEALTH MANAGEMENT RESOURCES, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 34.25 K | 10.6% | 1.586 K | 0 | 1.586 K |
| ETFs | 288.6 K | 89.0% | 35.46 K | 0 | 35.46 K |
| Debt | 1.298 K | 0.4% | 0 | 135 | -135 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
324,163
Holdings
31
QoQ value change ($000)
36,911
(12.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.