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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 5,464.0 $1.6M 1.05% -136.0 -2.4% $287.55 +33.2%
22 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 194,179.0 $1.5M 0.98% +21K +12.2% $7.54 +3.8%
23 XOM EXXON MOBIL CORP Energy 6,530.0 $1.1M 0.74% -289.0 -4.2% $169.67 -8.7%
24 SUB ISHARES TR 8,766.0 $934K 0.62% +284.0 +3.4% $106.50 -0.3%
25 NTSX WISDOMTREE TR 17,849.0 $931K 0.62% -6K -23.6% $52.15 +12.6%
26 EMXC ISHARES INC 11,351.0 $893K 0.60% -6K -33.1% $78.66 +21.5%
27 DNN DENISON MINES CORP Energy 199,533.0 $704K 0.47% $3.53 -8.5%
28 VIG VANGUARD SPECIALIZED FUNDS 2,968.0 $638K 0.43% +492.0 +19.9% $215.06 +8.4%
29 DFSV DIMENSIONAL ETF TRUST 16,497.0 $578K 0.39% +1K +9.1% $35.04 +6.8%
30 JPM JPMORGAN CHASE & CO Financial Services 1,803.0 $530K 0.35% -40.0 -2.2% $294.16 +4.2%
31 EFV ISHARES TR 6,510.0 $484K 0.32% +359.0 +5.8% $74.35 +5.8%
32 WMT WALMART INC Consumer Defensive 3,754.0 $467K 0.31% -558.0 -12.9% $124.27 -3.2%
33 MSFT MICROSOFT CORP Technology 1,110.0 $411K 0.28% -2K -68.1% $370.18 +13.1%
34 BHP BHP BILLITON LIMITED Basic Materials 4,757.0 $346K 0.23% +100.0 +2.1% $72.74 +16.3%
35 RIO RIO TINTO PLC Basic Materials 3,701.0 $345K 0.23% -50.0 -1.3% $93.29 +11.7%
36 SIVR ABRDN SILVER ETF TRUST Financial Services 4,811.0 $344K 0.23% -5K -52.4% $71.61 +0.3%
37 T AT&T INC Communication Services 11,229.0 $326K 0.22% -27K -70.4% $28.99 -12.9%
38 VZ VERIZON COMMUNICATIONS INC Communication Services 6,171.0 $310K 0.21% NEW $50.20 -3.7%
39 AEM AGNICO EAGLE MINES LTD Basic Materials 1,300.0 $264K 0.18% -22.0 -1.7% $202.98 -13.3%
40 WELL WELLTOWER INC Real Estate 1,273.0 $252K 0.17% $197.71 +9.3%
Page 2 of 3  ·  51 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%