SEC Form 13F

WEALTH MANAGEMENT RESOURCES, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$324,163,444
Positions31

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$43,157,017478,990
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$29,872,433656,681
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$29,827,757940,642
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$27,684,422999,438
ISHARES TRIEF7-10 YR TRSY BD$24,618,117260,316
SPDR SERIES TRUSTSPYGST STR P500GRW$23,581,868198,184
ISHARES TRISTBCORE 1 5 YR USD$17,334,417359,263
WISDOMTREE TRIHDGITL HDG QTLY DIV$17,242,370329,179
FIDELITY MERRIMACK STR TRFLDRLOW DURTIN ETF$15,242,009304,171
ISHARES TRSMMVMSCI USA SMCP MN$13,095,501284,437

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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