Portfolio (Quarterly) Guide ↗

WEALTH MANAGEMENT RESOURCES, INC.

· CIK 0001063516

13F Portfolio $287M AUM 28 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 3 Added 8 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VTEB	VANGUARD MUN BD FDS	—	7,800	$392K	0.14%	SOLD
2	IFRA	ISHARES TR	—	4,269	$225K	0.08%	SOLD

Sector Allocation

Financial Services 100.0%