Wright Wealth LLC

Est. AUM

$132.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$17.9M	305366	13.48%	SOLE
2	TIDAL TRUST II	RET STCKD GL STK	$16.2M	594133	12.19%	SOLE
3	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$9.0M	120142	6.78%	SOLE
4	VANGUARD MALVERN FDS	STRM INFPROIDX	$8.7M	173510	6.53%	SOLE
5	ISHARES TR	CORE DIV GRWTH	$8.2M	116124	6.14%	SOLE
6	WISDOMTREE TR	ENHNCD CMMDTY ST	$7.2M	302130	5.45%	SOLE
7	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.9M	108449	5.24%	SOLE
8	EA SERIES TRUST	FREEDOM 100 EM	$6.7M	123110	5.07%	SOLE
9	AMERICAN CENTY ETF TR	US SML CP VALU	$6.5M	58870	4.90%	SOLE
10	ANNALY CAPITAL MANAGEMENT IN	COM NEW	$6.1M	287049	4.58%	SOLE
11	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.5M	9184	4.14%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$5.0M	54742	3.74%	SOLE
13	TIDAL TRUST II	RETURN STACKED U	$4.3M	194149	3.26%	SOLE
14	TIDAL TRUST II	RETURN STCKD US	$4.0M	143062	3.05%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	42453	2.45%	SOLE
16	TIDAL TRUST II	RTN STACKED BD	$2.6M	136183	1.94%	SOLE
17	CLEARBRIDGE ENERGY MIDSTREAM	COM	$2.1M	39849	1.59%	SOLE
18	REAVES UTIL INCOME FD	COM SH BEN INT	$1.8M	44805	1.33%	SOLE
19	NUVEEN PFD & INCOME OPPORTUN	COM	$1.5M	194179	1.10%	SOLE
20	ISHARES TR	SHRT NAT MUN ETF	$934K	8766	0.70%	SOLE
21	WISDOMTREE TR	US EFFICIENT COR	$931K	17849	0.70%	SOLE
22	ISHARES INC	MSCI EMRG CHN	$893K	11351	0.67%	SOLE
23	DENISON MINES CORP	COM	$704K	199533	0.53%	SOLE
24	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$638K	2968	0.48%	SOLE
25	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$578K	16497	0.44%	SOLE
26	JPMORGAN CHASE & CO	COM	$519K	1764	0.39%	SOLE
27	ISHARES TR	EAFE VALUE ETF	$484K	6510	0.36%	SOLE
28	WALMART INC	COM	$450K	3623	0.34%	SOLE
29	RIO TINTO PLC	SPONSORED ADR	$345K	3695	0.26%	SOLE
30	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$344K	4811	0.26%	SOLE
31	AGNICO EAGLE MINES LTD	COM	$264K	1300	0.20%	SOLE
32	WELLTOWER INC	COM	$250K	1265	0.19%	SOLE
33	ENTERPRISE PRODS PARTNERS L	COM	$244K	6450	0.18%	SOLE
34	NUTRIEN LTD	COM	$243K	3216	0.18%	SOLE
35	ISHARES TR	U S EQUITY FACTR	$236K	3583	0.18%	SOLE
36	INTERNATIONAL BUSINESS MACHS	COM	$216K	892	0.16%	SOLE
37	ISHARES TR	RUS 1000 GRW ETF	$211K	496	0.16%	SOLE
38	AMAZON COM INC	COM	$210K	1009	0.16%	SOLE
39	PHILIP MORRIS INTL INC	COM	$210K	1272	0.16%	SOLE
40	NVIDIA CORPORATION	COM	$168K	961	0.13%	SOLE
41	NEXGEN ENERGY LTD	COM	$122K	10555	0.09%	SOLE
42	APPLE INC	COM	$45K	178	0.03%	DFND
43	EXXON MOBIL CORP	COM	$28K	166	0.02%	DFND
44	ALPHABET INC	CAP STK CL A	$21K	72	0.02%	DFND
45	AT&T INC	COM	$15K	503	0.01%	DFND
46	MICROSOFT CORP	COM	$11K	30	0.01%	DFND
47	ALPHABET INC	CAP STK CL C	$11K	40	0.01%	DFND
48	VERIZON COMMUNICATIONS INC	COM	$10K	204	0.01%	DFND
49	GOLDMAN SACHS GROUP INC	COM	$5K	6	0.00%	DFND
50	BHP BILLITON LIMITED	SPONSORED ADS	$3K	42	0.00%	DFND

1–50 of 51

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.