WEALTH MANAGEMENT RESOURCES, INC.

1. Portfolio Overview

Wealth Management Resources, Inc. manages a highly concentrated, ETF-centric portfolio with a total value of approximately $181.93 million as of September 30, 2025. The portfolio experienced a significant reduction in value of 37.9% compared to the previous quarter, declining from $292.86 million. This substantial decrease is attributable to a combination of active capital reallocation and the liquidation of positions rather than market depreciation alone, given the co...