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Portfolio (Quarterly) Guide ↗

Wright Wealth LLC

· CIK 0002046147
13F Portfolio $167M AUM 73 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 21 Added 13 Reduced
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHY ISHARES TR 3,092.0 $254K 0.15% NEW $82.11 -0.3%
42 AMZN AMAZON COM INC Consumer Cyclical 1,047.0 $249K 0.15% $238.23 +11.8%
43 EPD ENTERPRISE PRODS PARTNERS L 6,450.0 $237K 0.14% $36.76
44 LRGF ISHARES TR 3,133.0 $237K 0.14% -450.0 -12.6% $75.63 +3.8%
45 PM PHILIP MORRIS INTL INC Consumer Defensive 1,283.0 $232K 0.14% $180.91 +6.1%
46 GS GOLDMAN SACHS GROUP INC Financial Services 229.0 $232K 0.14% -22.0 -8.8% $1011.37 +2.2%
47 DUK DUKE ENERGY CORP NEW Utilities 1,827.0 $231K 0.14% $126.58 -5.0%
48 T AT&T INC Communication Services 11,120.0 $230K 0.14% -109.0 -1.0% $20.70 +25.6%
49 SIVR ABRDN SILVER ETF TRUST Financial Services 3,826.0 $215K 0.13% -985.0 -20.5% $56.22 +12.3%
50 RKLB ROCKET LAB CORP Industrials 2,000.0 $203K 0.12% NEW $101.65 -36.7%
51 IWF ISHARES TR 1,632.0 $203K 0.12% +1K +229.0% $124.17 -1.1%
52 NTR NUTRIEN LTD Basic Materials 3,216.0 $202K 0.12% $62.95 +16.8%
53 AEM AGNICO EAGLE MINES LTD Basic Materials 1,300.0 $202K 0.12% $155.13 +33.0%
54 NXE NEXGEN ENERGY LTD Energy 10,555.0 $99K 0.06% $9.39 +10.8%
Page 3 of 3  ·  54 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 49.5%
Financial Services 24.8%
Communication Services 9.3%
Energy 6.1%
Basic Materials 4.4%
Consumer Defensive 2.2%
Real Estate 1.1%
Consumer Cyclical 1.0%
Utilities 0.9%
Industrials 0.8%