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Wright Wealth

Latest statistics and disclosures from Wright Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002046147

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Positions held by Wright Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wright Wealth

Wright Wealth holds 61 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH)	11.3	$17M	296k	58.73	View chart
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)	10.1	$16M	550k	28.12	View chart
Apple (AAPL)	7.4	$11M	42k	271.86	View chart
American Centy Etf Tr International Lr (AVIV)	5.5	$8.4M	119k	71.23	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	5.3	$8.2M	166k	49.46	View chart
Ishares Tr Core Div Grwth (DGRO)	5.0	$7.6M	110k	69.42	View chart
Ea Series Trust Freedom 100 Em (FRDM)	4.2	$6.5M	127k	51.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$6.4M	103k	62.47	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	4.0	$6.2M	291k	21.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.8	$5.9M	9.3k	627.10	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$5.8M	57k	101.98	View chart
Annaly Capital Management In Com New (NLY)	3.4	$5.2M	233k	22.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$4.8M	54k	89.46	View chart
Cameco Corporation (CCJ)	2.7	$4.2M	46k	91.49	View chart
Tidal Trust Ii Return Stckd Us (RSST)	2.6	$4.0M	142k	28.35	View chart
Tidal Trust Ii Return Stacked U (RSSY)	2.3	$3.5M	183k	19.20	View chart
Spdr Series Trust State Street Spd (SPYM)	1.8	$2.7M	34k	80.22	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$2.6M	8.3k	313.78	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	1.6	$2.4M	137k	17.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$1.8M	5.6k	313.87	View chart
Microsoft Corporation (MSFT)	1.1	$1.7M	3.5k	483.66	View chart
Reaves Util Income Com Sh Ben Int (UTG)	1.0	$1.6M	43k	36.58	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.9	$1.4M	173k	8.11	View chart
ClearBridge Energy MLP Fund (EMO)	0.9	$1.4M	31k	44.65	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.8	$1.3M	23k	54.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.8	$1.2M	17k	72.68	View chart
Amazon (AMZN)	0.6	$966k	4.2k	230.79	View chart
At&t (T)	0.6	$942k	38k	24.84	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$905k	8.5k	106.70	View chart
Exxon Mobil Corporation (XOM)	0.5	$821k	6.8k	120.34	View chart
Tesla Motors (TSLA)	0.5	$743k	1.7k	449.72	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.4	$684k	10k	67.64	View chart
NVIDIA Corporation (NVDA)	0.4	$650k	3.5k	186.50	View chart
JPMorgan Chase & Co. (JPM)	0.4	$594k	1.8k	322.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$544k	2.5k	219.79	View chart
Denison Mines Corp (DNN)	0.3	$533k	200k	2.66	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$498k	15k	32.89	View chart
Wal-Mart Stores (WMT)	0.3	$481k	4.3k	111.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$439k	6.2k	71.41	View chart
Southern Company (SO)	0.3	$412k	4.7k	87.20	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$396k	1.6k	251.17	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$381k	805.00	473.45	View chart
S&p Global (SPGI)	0.2	$333k	638.00	522.59	View chart
Rio Tinto Sponsored Adr (RIO)	0.2	$300k	3.8k	80.03	View chart
International Business Machines (IBM)	0.2	$285k	963.00	296.35	View chart
Bhp Group Sponsored Ads (BHP)	0.2	$281k	4.7k	60.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$272k	810.00	335.37	View chart
Ishares Tr U S Equity Factr (LRGF)	0.2	$249k	3.6k	69.43	View chart
Philip Morris International (PM)	0.2	$244k	1.5k	160.40	View chart
Welltower Inc Com reit (WELL)	0.2	$236k	1.3k	185.61	View chart
Duke Energy Corp Com New (DUK)	0.2	$236k	2.0k	117.23	View chart
Oracle Corporation (ORCL)	0.1	$226k	1.2k	194.97	View chart
Medtronic SHS (MDT)	0.1	$225k	2.3k	96.06	View chart
Agnico (AEM)	0.1	$224k	1.3k	169.53	View chart
Enterprise Products Partners (EPD)	0.1	$218k	6.8k	32.06	View chart
American Express Company (AXP)	0.1	$210k	567.00	369.87	View chart
Coca-Cola Company (KO)	0.1	$205k	2.9k	69.92	View chart
Home Depot (HD)	0.1	$202k	588.00	344.19	View chart
Cormedix Inc cormedix (CRMD)	0.1	$139k	12k	11.63	View chart
Ford Motor Company (F)	0.1	$138k	11k	13.12	View chart
Nexgen Energy (NXE)	0.1	$97k	11k	9.20	View chart

Past Filings by Wright Wealth

SEC 13F filings are viewable for Wright Wealth going back to 2025

Wright Wealth 2025 Q4 filed Feb. 13, 2026

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