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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 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 1,283.0 $212K 0.14% -240.0 -15.8% $165.34 +14.1%
22 IWF ISHARES TR 496.0 $211K 0.14% -309.0 -38.4% $426.05 -70.7%
Page 2 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%