Wealth Management Resources Inc.'s Q2 2026 Portfolio Activity Reveals Strategic Shifts
Wealth Management Resources Inc., as of June 30th, 2026, showed significant changes in its holdings. The firm notably increased exposure to FIDELITY MERRIMACK STR TR (FLDR) and added a new position in VANGUARD MALVERN FDS (VTIP), while reducing shares in SCHWAB STRATEGIC TR (SCHF).
By Insiderset.Jul 25, 2026, 2:01 AM
Wealth Management Resources Inc., as of June 30th, 2026, showed significant changes in its holdings. The firm notably increased exposure to FIDELITY MERRIMACK STR TR (FLDR) and added a new position in VANGUARD MALVERN FDS (VTIP), while reducing shares in SCHWAB STRATEGIC TR (SCHF).