WEALTH MANAGEMENT RESOURCES, INC.
All 13F Filings
- Location
- Smithfield, RI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 284,095
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 190 K | 66.9% | 0 | 24.71 K | -24.71 K |
| ETFs | 76.51 K | 26.9% | 2.536 K | 0 | 2.536 K |
| Debt | 1.564 K | 0.6% | 0 | 1.977 K | -1.977 K |
| Other | 16.03 K | 5.6% | 0 | 786 | -786 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
284,095
Holdings
28
QoQ value change ($000)
-24,932
(-8.1%)
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.