13F Filings History of WEALTH MANAGEMENT RESOURCES, INC.

Latest 13F report
Q3 2025 - 16 Oct 2025
Value $
$309M
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 32 stock holdings with total value $309M as of Q3 2025. Top holdings included SPHQ, FBND, SPYG, IEF, and SCHD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 32 $309M +$6.17M -$599K +$5.57M SPHQ, FBND, SPYG, IEF, SCHD 13F-HR 16 Oct 2025, 17:14
Q2 2025 32 $293M +$12M -$6.02M +$5.99M SPHQ, FBND, SPYG, IEF, SCHD 13F-HR 24 Jul 2025, 15:28
Q1 2025 33 $276M +$5.85M -$1.31M +$4.54M SPHQ, FBND, IEF, SCHD, SPYG 13F-HR 23 Apr 2025, 17:03
Q4 2024 31 $271M +$91.8M -$44.9M +$46.9M SPHQ, FBND, IEF, SPYG, SCHD 13F-HR 21 Jan 2025, 11:08
Q3 2024 31 $250M +$8.33M -$3.84M +$4.49M IEF, SCHD, FBND, SPYG, USMV 13F-HR 31 Oct 2024, 10:48
Q2 2024 33 $233M +$19.8M -$17.5M +$2.39M IEF, SCHD, FBND, SPYG, USMV 13F-HR 17 Jul 2024, 17:30
Q1 2024 40 $229M +$11.6M -$3.27M +$8.37M SCHD, IEF, SPYG, USMV, FBND 13F-HR 19 Apr 2024, 17:10
Q4 2023 38 $212M +$44.1M -$22.3M +$21.7M SCHD, IEF, FBND, SPYG, USMV 13F-HR 19 Jan 2024, 16:23
Q3 2023 40 $176M +$27.9M -$5.52M +$22.3M SCHD, IEF, FBND, DGRW, SMMV 13F-HR 24 Oct 2023, 21:45
Q2 2023 37 $159M +$34.2M -$34.3M -$81.2K SCHD, SPYG, IEF, FBND, DGRW 13F-HR 11 Jul 2023, 21:01
Q1 2023 44 $154M +$5.81M -$6.76M -$950K SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 10 Apr 2023, 21:56
Q4 2022 43 $154M +$16.4M -$18.5M -$2.02M SCHD, USFR, DGRW, SPYG, VTIP 13F-HR 17 Jan 2023, 21:45
Q3 2022 40 $150M +$3.73M -$337K +$3.39M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 13 Oct 2022, 20:12
Q2 2022 40 $151M +$38M -$13.6M +$24.3M USFR, SCHD, DGRW, SPYG, SRLN 13F-HR 22 Jul 2022, 16:10
Q1 2022 43 $145M +$7.51M -$5.74M +$1.78M SCHD, SPYG, USMV, IHDG, VTIP 13F-HR 19 Apr 2022, 20:37
Q4 2021 48 $151M $0 $0 SCHD, SPYG, USMV, IHDG, DGRW 13F-HR 10 Feb 2022, 16:24