13F Filings History of WEALTH MANAGEMENT RESOURCES, INC.

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$284,095,131
Signature - Title
Kevin R. Worthley - EVP, CCO
Location
Smithfield, RI
Summary
This page shows a list of all the recent 13F filings made by WEALTH MANAGEMENT RESOURCES, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH MANAGEMENT RESOURCES, INC. reported 28 stock holdings with total value $284,095,131 as of Q4 2025. Top holdings included SPHQ, FBND, IEF, SCHF, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 28 $284,095,131 +$8,654,370 -$37,259,734 -$28,605,364 SPHQ, FBND, IEF, SCHF, SCHD 13F-HR 30 Jan 2026, 12:24
Q3 2025 32 $309,026,633 +$6,170,944 -$599,187 +$5,571,757 SPHQ, FBND, SPYG, IEF, SCHD 13F-HR 16 Oct 2025, 17:14
Q2 2025 32 $292,857,294 +$12,009,836 -$6,023,542 +$5,986,294 SPHQ, FBND, SPYG, IEF, SCHD 13F-HR 24 Jul 2025, 15:28
Q1 2025 33 $275,546,098 +$5,848,540 -$1,311,910 +$4,536,630 SPHQ, FBND, IEF, SCHD, SPYG 13F-HR 23 Apr 2025, 17:03
Q4 2024 31 $270,998,793 +$91,787,305 -$44,860,035 +$46,927,270 SPHQ, FBND, IEF, SPYG, SCHD 13F-HR 21 Jan 2025, 11:08
Q3 2024 31 $249,501,399 +$8,329,979 -$3,840,659 +$4,489,320 IEF, SCHD, FBND, SPYG, USMV 13F-HR 31 Oct 2024, 10:48
Q2 2024 33 $232,809,491 +$19,846,373 -$17,459,733 +$2,386,640 IEF, SCHD, FBND, SPYG, USMV 13F-HR 17 Jul 2024, 17:30
Q1 2024 40 $228,649,978 +$11,632,137 -$3,266,812 +$8,365,325 SCHD, IEF, SPYG, USMV, FBND 13F-HR 19 Apr 2024, 17:10
Q4 2023 38 $211,651,119 +$44,056,302 -$22,336,281 +$21,720,021 SCHD, IEF, FBND, SPYG, USMV 13F-HR 19 Jan 2024, 16:23
Q3 2023 40 $175,776,046 +$27,867,401 -$5,522,339 +$22,345,062 SCHD, IEF, FBND, DGRW, SMMV 13F-HR 24 Oct 2023, 21:45
Q2 2023 37 $158,534,701 +$34,247,641 -$34,328,871 -$81,230 SCHD, SPYG, IEF, FBND, DGRW 13F-HR 11 Jul 2023, 21:01
Q1 2023 44 $154,266,664 +$5,811,518 -$6,761,374 -$949,856 SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 10 Apr 2023, 21:56
Q4 2022 43 $154,166,084 +$16,436,123 -$18,460,462 -$2,024,339 SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 17 Jan 2023, 21:45
Q3 2022 40 $150,316,000 +$3,726,122 -$336,663 +$3,389,459 USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 13 Oct 2022, 20:12
Q2 2022 40 $151,373,000 +$37,985,332 -$13,644,137 +$24,341,195 USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 22 Jul 2022, 16:10
Q1 2022 43 $144,721,000 +$7,514,243 -$5,738,665 +$1,775,578 SCHD, SPYG, USMV, IHDG, VTIP 13F-HR 19 Apr 2022, 20:37
Q4 2021 48 $151,016,000 $0 $0 $0 SCHD, SPYG, USMV, IHDG, DGRW 13F-HR 10 Feb 2022, 16:24