Wright Wealth LLC Top Holdings and 13F Report (2026) About Wright Wealth LLCInvestment ActivityWright Wealth LLC has $149.47 million in total holdings as of March 31, 2026.Wright Wealth LLC owns shares of 51 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 8.58% of the portfolio was sold this quarter.This quarter, Wright Wealth LLC has purchased 61 new stocks and bought additional shares in 21 stocks.Wright Wealth LLC sold shares of 24 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $17,876,113TIDAL TRUST II $16,166,345Apple $10,292,903Avantis International Large Cap Value ETF $8,990,196Vanguard Short-Term Inflation-Protected Securities ETF $8,666,841 Largest New Holdings this Quarter 92343V104 - Verizon Communications $309,784 Holding67077M108 - Nutrien $242,679 Holding38141G104 - The Goldman Sachs Group $212,344 Holding Largest Purchases this Quarter TIDAL TRUST II 43,706 shares (about $1.19M)Annaly Capital Management 54,240 shares (about $1.15M)SPDR Portfolio S&P 500 ETF 8,550 shares (about $654.42K)Vanguard Short-Term Treasury ETF 9,257 shares (about $541.90K)iShares Core Dividend Growth ETF 6,661 shares (about $467.47K) Largest Sales this Quarter Microsoft 2,368 shares (about $876.58K)AT&T 26,696 shares (about $773.91K)Amazon.com 3,138 shares (about $653.24K)iShares MSCI Emerging Markets ex China ETF 5,625 shares (about $442.47K)NVIDIA 2,189 shares (about $381.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWright Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$17,876,113$541,904 â–²3.1%305,36612.0%ETFTIDAL TRUST II$16,166,345$1,189,239 â–²7.9%594,13310.8%RET STCKD GL STKAAPLApple$10,292,903$323,580 â–¼-3.0%40,5576.9%Computer and TechnologyAVIVAvantis International Large Cap Value ETF$8,990,196$121,524 â–²1.4%120,1426.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,666,841$394,106 â–²4.8%173,5105.8%ManufacturingDGROiShares Core Dividend Growth ETF$8,149,555$467,467 â–²6.1%116,1245.5%ETFGCCWisdomTree Continuous Commodity Index Fund$7,233,004$264,897 â–²3.8%302,1304.8%ETFVEAVanguard FTSE Developed Markets ETF$6,949,436$382,495 â–²5.8%108,4494.6%ETFFRDMFreedom 100 Emerging Markets ETF$6,727,959$195,374 â–¼-2.8%123,1104.5%ETFAVUVAvantis U.S. Small Cap Value ETF$6,503,410$195,091 â–²3.1%58,8704.4%ETFNLYAnnaly Capital Management$6,071,086$1,147,176 â–²23.3%287,0494.1%FinanceVOOVanguard S&P 500 ETF$5,487,702$93,214 â–¼-1.7%9,1843.7%ETFIEFAiShares Core MSCI EAFE ETF$4,955,830$51,512 â–²1.1%54,7423.3%ETFTIDAL TRUST II$4,318,525$240,740 â–²5.9%194,1492.9%RETURN STACKED UTIDAL TRUST II$4,045,782$37,952 â–²0.9%143,0622.7%RETURN STCKD USSPLGSPDR Portfolio S&P 500 ETF$3,249,374$654,421 â–²25.2%42,4532.2%ETFRSBTReturn Stacked Bonds & Managed Futures ETF$2,567,048$8,369 â–¼-0.3%136,1831.7%ETFEMOClearBridge Energy Midstream Opportunity Fund$2,104,824$451,505 â–²27.3%39,8491.4%Financial ServicesGOOGAlphabet$2,067,863$310,366 â–¼-13.1%7,2091.4%Computer and TechnologyREAVES UTIL INCOME FD$1,759,940$87,987 â–²5.3%44,8051.2%COM SH BEN INTGOOGLAlphabet$1,571,175$39,107 â–¼-2.4%5,4641.1%Computer and TechnologyJPCNuveen Preferred & Income Opportunities Fund$1,464,110$159,803 â–²12.3%194,1791.0%Financial ServicesXOMExxonMobil$1,107,952$49,035 â–¼-4.2%6,5300.7%EnergySUBiShares Short-Term National Muni Bond ETF$933,579$30,246 â–²3.3%8,7660.6%ETFNTSXWisdomTree U.S. Efficient Core Fund$930,825$287,764 â–¼-23.6%17,8490.6%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$892,884$442,470 â–¼-33.1%11,3510.6%ManufacturingDNNDenison Mine$704,351$2,355 â–¼-0.3%199,5330.5%Basic MaterialsVIGVanguard Dividend Appreciation ETF$638,298$105,810 â–²19.9%2,9680.4%ETFDFSVDimensional US Small Cap Value ETF$578,050$47,969 â–²9.0%16,4970.4%ETFJPMJPMorgan Chase & Co.$530,370$11,766 â–¼-2.2%1,8030.4%FinanceEFViShares MSCI EAFE Value ETF$484,019$26,692 â–²5.8%6,5100.3%ETFWALMART INC$466,513$69,343 â–¼-12.9%3,7540.3%COMMSFTMicrosoft$410,897$876,580 â–¼-68.1%1,1100.3%Computer and TechnologyBHPBHP Group$346,024$7,274 â–²2.1%4,7570.2%Basic MaterialsRIORio Tinto$345,267$4,665 â–¼-1.3%3,7010.2%Basic MaterialsSIVRabrdn Physical Silver Shares ETF$344,497$379,154 â–¼-52.4%4,8110.2%ETFTAT&T$325,526$773,911 â–¼-70.4%11,2290.2%Computer and TechnologyVZVerizon Communications$309,784$309,784 â–²New Holding6,1710.2%Computer and TechnologyAEMAgnico Eagle Mines$263,874$4,466 â–¼-1.7%1,3000.2%Basic MaterialsWELLWelltower$251,6850.0%1,2730.2%FinanceEPDEnterprise Products Partners$244,068$13,320 â–¼-5.2%6,4500.2%EnergyNTRNutrien$242,679$242,679 â–²New Holding3,2160.2%Basic MaterialsDUKDuke Energy$238,311$25,010 â–¼-9.5%1,8200.2%UtilitiesLRGFiShares U.S. Equity Factor ETF$236,4780.0%3,5830.2%ETFIBMInternational Business Machines$227,954$5,578 â–¼-2.4%9400.2%Computer and TechnologyNVDANVIDIA$225,635$381,696 â–¼-62.8%1,2940.2%Computer and TechnologyAMZNAmazon.com$217,956$653,243 â–¼-75.0%1,0470.1%Retail/WholesaleGSThe Goldman Sachs Group$212,344$212,344 â–²New Holding2510.1%FinancePMPhilip Morris International$212,131$39,682 â–¼-15.8%1,2830.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$211,322$131,650 â–¼-38.4%4960.1%ETFNXENexGen Energy$122,4380.0%10,5550.1%Basic MaterialsCCJCameco$0$4,209,546 â–¼-100.0%00.0%Basic MaterialsTSLATesla$0$742,937 â–¼-100.0%00.0%Auto/Tires/TrucksSOSouthern$0$411,688 â–¼-100.0%00.0%UtilitiesMGCVanguard Mega Cap ETF$0$395,596 â–¼-100.0%00.0%ETFSPGIS&P Global$0$333,412 â–¼-100.0%00.0%FinanceVTIVanguard Total Stock Market ETF$0$271,650 â–¼-100.0%00.0%ETFORCLOracle$0$226,164 â–¼-100.0%00.0%Computer and TechnologyMDTMedtronic$0$224,780 â–¼-100.0%00.0%MedicalAXPAmerican Express$0$209,714 â–¼-100.0%00.0%FinanceKOCocaCola$0$205,346 â–¼-100.0%00.0%Consumer StaplesHDHome Depot$0$202,383 â–¼-100.0%00.0%Retail/WholesaleCRMDCorMedix$0$138,455 â–¼-100.0%00.0%MedicalFFord Motor$0$138,296 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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