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Portfolio (Quarterly) Guide ↗

Wright Wealth LLC

· CIK 0002046147
13F Portfolio $149M AUM 69 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 21 Added 22 Reduced 13 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 40,557.0 $10.3M 6.89% -1K -3.0% $253.79 +20.2%
2 FRDM EA SERIES TRUST 123,110.0 $6.7M 4.50% -4K -2.8% $54.65 +24.4%
3 VOO VANGUARD INDEX FDS 9,184.0 $5.5M 3.67% -156.0 -1.7% $597.53 +14.3%
4 GOOG ALPHABET INC Communication Services 7,209.0 $2.1M 1.38% -1K -13.1% $286.84 +33.7%
5 GOOGL ALPHABET INC Communication Services 5,464.0 $1.6M 1.05% -136.0 -2.4% $287.55 +34.8%
6 XOM EXXON MOBIL CORP Energy 6,530.0 $1.1M 0.74% -289.0 -4.2% $169.67 -7.9%
7 NTSX WISDOMTREE TR 17,849.0 $931K 0.62% -6K -23.6% $52.15 +12.2%
8 EMXC ISHARES INC 11,351.0 $893K 0.60% -6K -33.1% $78.66 +21.5%
9 JPM JPMORGAN CHASE & CO Financial Services 1,803.0 $530K 0.35% -40.0 -2.2% $294.16 +3.0%
10 WMT WALMART INC Consumer Defensive 3,754.0 $467K 0.31% -558.0 -12.9% $124.27 +5.3%
11 MSFT MICROSOFT CORP Technology 1,110.0 $411K 0.28% -2K -68.1% $370.18 +13.2%
12 RIO RIO TINTO PLC Basic Materials 3,701.0 $345K 0.23% -50.0 -1.3% $93.29 +10.7%
13 SIVR ABRDN SILVER ETF TRUST Financial Services 4,811.0 $344K 0.23% -5K -52.4% $71.61 +1.9%
14 T AT&T INC Communication Services 11,229.0 $326K 0.22% -27K -70.4% $28.99 -14.0%
15 AEM AGNICO EAGLE MINES LTD Basic Materials 1,300.0 $264K 0.18% -22.0 -1.7% $202.98 -12.4%
16 EPD ENTERPRISE PRODS PARTNERS L Energy 6,450.0 $244K 0.16% -352.0 -5.2% $37.84 +4.3%
17 DUK DUKE ENERGY CORP NEW Utilities 1,820.0 $238K 0.16% -191.0 -9.5% $130.94 -4.8%
18 IBM INTERNATIONAL BUSINESS MACHS Technology 940.0 $228K 0.15% -23.0 -2.4% $242.50 +4.3%
19 NVDA NVIDIA CORPORATION Technology 1,294.0 $226K 0.15% -2K -62.9% $174.37 +25.9%
20 AMZN AMAZON COM INC Consumer Cyclical 1,047.0 $218K 0.15% -3K -75.0% $208.17 +29.0%
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.9%
Financial Services 24.1%
Communication Services 16.1%
Energy 8.2%
Basic Materials 4.5%
Consumer Defensive 2.6%
Utilities 0.9%
Real Estate 0.9%
Consumer Cyclical 0.8%