Wright Wealth

Wright Wealth as of March 31, 2026

Portfolio Holdings for Wright Wealth

Wright Wealth holds 51 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Short Term Treas (VGSH) 12.0 $18M 305k 58.54
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 10.8 $16M 594k 27.21
Apple (AAPL) 6.9 $10M 41k 253.79
American Centy Etf Tr International Lr (AVIV) 6.0 $9.0M 120k 74.83
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.8 $8.7M 174k 49.95
Ishares Tr Core Div Grwth (DGRO) 5.5 $8.1M 116k 70.18
Wisdomtree Tr Enhncd Cmmdty St (GCC) 4.8 $7.2M 302k 23.94
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.6 $6.9M 108k 64.08
Ea Series Trust Freedom 100 Em (FRDM) 4.5 $6.7M 123k 54.65
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.4 $6.5M 59k 110.47
Annaly Capital Management In Com New (NLY) 4.1 $6.1M 287k 21.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.7 $5.5M 9.2k 597.53
Ishares Tr Core Msci Eafe (IEFA) 3.3 $5.0M 55k 90.53
Tidal Trust Ii Return Stacked U (RSSY) 2.9 $4.3M 194k 22.24
Tidal Trust Ii Return Stckd Us (RSST) 2.7 $4.0M 143k 28.28
Spdr Series Trust State Street Spd (SPYM) 2.2 $3.2M 43k 76.54
Tidal Trust Ii Rtn Stacked Bd (RSBT) 1.7 $2.6M 136k 18.85
ClearBridge Energy MLP Fund (EMO) 1.4 $2.1M 40k 52.82
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.1M 7.2k 286.84
Reaves Util Income Com Sh Ben Int (UTG) 1.2 $1.8M 45k 39.28
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.6M 5.5k 287.55
Nuveen Multi-Strategy Income & Growth (JPC) 1.0 $1.5M 194k 7.54
Exxon Mobil Corporation (XOM) 0.7 $1.1M 6.5k 169.67
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $934k 8.8k 106.50
Wisdomtree Tr Us Efficient Cor (NTSX) 0.6 $931k 18k 52.15
Ishares Msci Emrg Chn (EMXC) 0.6 $893k 11k 78.66
Denison Mines Corp (DNN) 0.5 $704k 200k 3.53
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $638k 3.0k 215.06
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $578k 17k 35.04
JPMorgan Chase & Co. (JPM) 0.4 $530k 1.8k 294.15
Ishares Tr Eafe Value Etf (EFV) 0.3 $484k 6.5k 74.35
Wal-Mart Stores (WMT) 0.3 $467k 3.8k 124.28
Microsoft Corporation (MSFT) 0.3 $411k 1.1k 370.18
Bhp Billiton Sponsored Ads (BHP) 0.2 $346k 4.8k 72.74
Rio Tinto Sponsored Adr (RIO) 0.2 $345k 3.7k 93.33
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.2 $345k 4.8k 71.61
At&t (T) 0.2 $326k 11k 28.99
Verizon Communications (VZ) 0.2 $310k 6.2k 50.20
Agnico (AEM) 0.2 $264k 1.3k 202.98
Welltower Inc Com reit (WELL) 0.2 $252k 1.3k 197.75
Enterprise Products Partners (EPD) 0.2 $244k 6.5k 37.84
Nutrien (NTR) 0.2 $243k 3.2k 75.46
Duke Energy Corp Com New (DUK) 0.2 $238k 1.8k 130.94
Ishares Tr U S Equity Factr (LRGF) 0.2 $237k 3.6k 66.00
International Business Machines (IBM) 0.2 $228k 940.00 242.40
NVIDIA Corporation (NVDA) 0.2 $226k 1.3k 174.40
Amazon (AMZN) 0.1 $218k 1.0k 208.26
Goldman Sachs (GS) 0.1 $212k 251.00 845.99
Philip Morris International (PM) 0.1 $212k 1.3k 165.36
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $211k 496.00 426.05
Nexgen Energy (NXE) 0.1 $122k 11k 11.60