Wealth Management Resources, Inc. holds a focused book of 31 stocks worth $324.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Fidelity Low Durat Fact ETF and trimmed Fidelity Total Bond ETF. Their largest long position is Invesco S&P 500 Quality ETF at 13% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+15.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1063516/holdings"
Use Arkolith to show WEALTH MANAGEMENT RESOURCES, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.5 points over this window.
Growth of $10,000 cloning Wealth Management Resources, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Wealth Management Resources, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 31 / 31 | $33.1B |
| LPL Financial LLC | 31 / 31 | $30.0B |
| ENVESTNET ASSET MANAGEMENT INC | 31 / 31 | $15.5B |
| FMR LLC | 31 / 31 | $12.1B |
| UBS Group AG | 31 / 31 | $11.3B |
| WELLS FARGO & COMPANY/MN | 31 / 31 | $10.9B |
| Cetera Investment Advisers | 31 / 31 | $6.4B |
| ROYAL BANK OF CANADA | 31 / 31 | $6.2B |
Ranked by how many of Wealth Management Resources, Inc.'s top 31 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T S&P500 QUALITY | $43.2M | 479.0K | 13.3% | ▲+9.2% Added · +41K sh | |
| 2 | Fidelity Merrimack STR TR TOTAL BD ETF | $29.9M | 656.7K | 9.2% | ▼−0.9% Reduced · −6K sh | |
| 3 | Schwab Strategic TR US DIVIDEND EQ | $29.8M | 940.6K | 9.2% | ▲+8.0% Added · +69K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $27.7M | 999.4K | 8.5% | ▼−10% Reduced · −114K sh | |
| 5 | Ishares TR 7-10 YR TRSY BD | $24.6M | 260.3K | 7.6% | ▼−11% Reduced · −33K sh | |
| 6 | SPDR Series Trust ST STR P500GRW | $23.6M | 198.2K | 7.3% | ▼−7.4% Reduced · −16K sh | |
| 7 | Ishares TR CORE 1 5 YR USD | $17.3M | 359.3K | 5.3% | ▲+8.8% Added · +29K sh | |
| 8 | Wisdomtree TR ITL HDG QTLY DIV | $17.2M | 329.2K | 5.3% | ▲+4.1% Added · +13K sh | |
| 9 | Fidelity Merrimack STR TR LOW DURTIN ETF | $15.2M | 304.2K | 4.7% | ▲New New position | |
| 10 | Ishares TR MSCI USA SMCP MN | $13.1M | 284.4K | 4.0% | ▲+1.7% Added · +5K sh | |
| 11 | Wisdomtree TR EM EX ST-OWNED | $12.7M | 257.5K | 3.9% | ▼−19% Reduced · −59K sh | |
| 12 | Ishares TR MSCI USA MIN ETF | $12.5M | 129.7K | 3.9% | ▲+3.1% Added · +4K sh | |
| 13 | SPDR Series Trust ST STR P400MID | $10.3M | 153.1K | 3.2% | ▼−19% Reduced · −36K sh | |
| 14 | Schwab Strategic TR US REIT ETF | $9.6M | 407.2K | 3.0% | ▲+0.1% Added · +346 sh | |
| 15 | SPDR Series Trust ST STR P500ETF | $8.7M | 99.5K | 2.7% | ▲+6.6% Added · +6K sh | |
| 16 | SPDR Series Trust ST STR SP600 SML | $5.5M | 95.0K | 1.7% | ▲+2.4% Added · +2K sh | |
| 17 | Vanguard Index FDS VALUE ETF | $5.0M | 23.1K | 1.6% | ▲+5.9% Added · +1K sh | |
| 18 | Ishares TR NATIONAL MUN ETF | $4.2M | 38.8K | 1.3% | ▲+2.0% Added · +759 sh | |
| 19 | Abrdn Etfs BBRG ALL COMMDY | $2.8M | 83.1K | 0.9% | ▼−1.6% Reduced · −1K sh | |
| 20 | SPDR Series Trust ST NUVE HIGH ETF | $2.1M | 83.0K | 0.7% | ▲+0.8% Added · +700 sh | |
| 21 | SPDR Series Trust ST STR P500VAL | $1.7M | 28.7K | 0.5% | ▼−0.2% Reduced · −55 sh | |
| 22 | Wisdomtree TR US QTLY DIV GRT | $1.5M | 15.8K | 0.5% | ▼−20% Reduced · −4K sh | |
| 23 | Ishares TR FLTG RATE NT ETF | $1.3M | 25.4K | 0.4% | ▼−9.6% Reduced · −3K sh | |
| 24 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $1.3M | 10.4K | 0.4% | ▲+0.2% Added · +20 sh | |
| 25 | Vanguard World FD HEALTH CAR ETF | $830K | 2.8K | 0.3% | ▲+0.3% Added · +9 sh | |
| 26 | SPDR Series Trust ST STR CONV ETF | $578K | 5.4K | 0.2% | ▲~0% Added · +2 sh | |
| 27 | SPDR Series Trust ST NUVE TERM ETF | $512K | 10.7K | 0.2% | —Held | |
| 28 | Vanguard Mun BD FDS TAX EXEMPT BD | $395K | 7.8K | 0.1% | ▲New New position | |
| 29 | Invesco QQQ TR UNIT SER 1 | $374K | 507 | 0.1% | ▲+27% Added · +108 sh | |
| 30 | Vanguard Malvern FDS STRM INFPROIDX | $229K | 4.6K | 0.1% | ▲New New position | |
| 31 | Schwab Strategic TR US TIPS ETF | $209K | 7.9K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.