Wealth Management Resources, Inc.
Net buyer this quarter
$324M
3
+$12.9M
8.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLDR | $15.2M | 4.70% | Not reported | New | Q2 2026 |
 SPMD | $10.3M | 3.19% | Not reported | -19.0% | Q4 2021 |
 QQQ | $374K | 0.12% | Not reported | +27.1% | Q2 2025 |
| Q1 2026 | |||||
| SPMD | $11.2M | 3.89% | Not reported | +1.3% | Q4 2021 |
| QQQ | $230K | 0.08% | Not reported | Not reported | Q2 2025 |
| Q4 2025 | |||||
| SPMD | $10.8M | 3.80% | Not reported | -1.3% | Q4 2021 |
| Q3 2025 | |||||
| SPMD | $10.8M | 3.50% | Not reported | +1.8% | Q4 2021 |
| QQQ | $224K | 0.07% | Not reported | Not reported | Q2 2025 |