Wright Wealth

Wright Wealth as of June 30, 2026

Portfolio Holdings for Wright Wealth

Wright Wealth holds 54 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 11.4 $19M 615k 30.76
Vanguard Scottsdale Fds Short Term Treas (VGSH) 11.2 $19M 321k 58.20
Apple (AAPL) 7.0 $12M 41k 289.68
American Centy Etf Tr International Lr (AVIV) 5.8 $9.7M 125k 77.42
Ishares Tr Core Div Grwth (DGRO) 5.7 $9.5M 126k 75.79
Vanguard Malvern Fds Strm Infproidx (VTIP) 5.5 $9.1M 182k 50.23
Ea Series Trust Freedom 100 Em (FRDM) 4.9 $8.2M 113k 72.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 4.9 $8.1M 114k 71.25
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.5 $7.4M 60k 124.76
Wisdomtree Tr Enhncd Cmmdty St (GCC) 4.3 $7.1M 315k 22.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.2 $6.9M 10k 686.83
Annaly Capital Management In Com New (NLY) 4.1 $6.8M 305k 22.36
Ishares Tr Core Msci Eafe (IEFA) 3.2 $5.3M 55k 96.58
Tidal Trust Ii Retu S Yiel Etf (RSSY) 2.9 $4.9M 190k 25.53
Tidal Trust Ii Return Stckd Us (RSST) 2.8 $4.6M 142k 32.69
Spdr Series Trust St Str P500etf (SPYM) 2.3 $3.8M 43k 87.88
Tidal Trust Ii Rtn Stacked Bd (RSBT) 1.6 $2.7M 142k 19.04
Alphabet Cap Stk Cl C (GOOG) 1.5 $2.5M 7.2k 353.31
ClearBridge Energy MLP Fund (EMO) 1.2 $2.0M 40k 50.10
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.9M 5.4k 357.36
Reaves Util Income Com Sh Ben Int (UTG) 1.1 $1.8M 45k 40.72
Nuveen Multi-Strategy Income & Growth (JPC) 1.0 $1.7M 210k 7.88
Wisdomtree Tr Us Effic Core Fd (NTSX) 0.6 $1.0M 18k 59.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.0M 9.8k 106.47
Ishares Msci Emrg Chn (EMXC) 0.6 $955k 9.3k 102.30
Exxon Mobil Corporation (XOM) 0.5 $886k 6.5k 136.72
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $740k 3.1k 236.62
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.4 $645k 17k 38.79
Denison Mines Corp (DNN) 0.4 $611k 200k 3.06
JPMorgan Chase & Co. (JPM) 0.4 $590k 1.8k 327.33
Ishares Tr Eafe Value Etf (EFV) 0.3 $487k 6.4k 76.55
Microsoft Corporation (MSFT) 0.2 $402k 1.1k 373.04
Bhp Billiton Sponsored Ads (BHP) 0.2 $396k 4.8k 83.31
Rio Tinto Sponsored Adr (RIO) 0.2 $352k 3.7k 95.00
Wal-Mart Stores (WMT) 0.2 $349k 3.1k 113.26
NVIDIA Corporation (NVDA) 0.2 $296k 1.5k 200.06
Corning Incorporated (GLW) 0.2 $296k 1.2k 255.44
Welltower Inc Com reit (WELL) 0.2 $289k 1.3k 226.97
International Business Machines (IBM) 0.2 $269k 956.00 281.20
Verizon Communications (VZ) 0.2 $263k 6.2k 42.34
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $254k 3.1k 82.11
Amazon (AMZN) 0.1 $249k 1.0k 238.22
Enterprise Products Partners (EPD) 0.1 $237k 6.5k 36.76
Ishares Tr U S Equity Factr (LRGF) 0.1 $237k 3.1k 75.63
Philip Morris International (PM) 0.1 $232k 1.3k 180.91
Goldman Sachs (GS) 0.1 $232k 229.00 1011.37
Duke Energy Corp Com New (DUK) 0.1 $231k 1.8k 126.62
At&t (T) 0.1 $230k 11k 20.70
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) 0.1 $215k 3.8k 56.22
Rocket Lab Corp (RKLB) 0.1 $203k 2.0k 101.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $203k 1.6k 124.17
Nutrien (NTR) 0.1 $202k 3.2k 62.95
Agnico (AEM) 0.1 $202k 1.3k 155.13
Nexgen Energy (NXE) 0.1 $99k 11k 9.39