Wright Wealth

Wright Wealth as of Dec. 31, 2025

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