Investor
WRIGHT WEALTH LLC
CIK 0002046147 · filed 2026-05-15 · SEC filing
13F book
$149.5M
Positions
51
3 new · 13 sold
Largest name
12.0%
Vanguard Scottsdale Fds
Est. mark
$1.8M
Price effect on 48 names still held. Flow −$5.71M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 305.4K | $17.9M | 12.0% | −$56.3K | Added$485.6K |
| Tidal Trust Ii | — | 594.1K | $16.2M | 10.8% | −$500.9K | Added$688.3K |
| Apple Inc. | AAPL | 40.6K | $10.3M | 6.9% | −$732.8K | Cut−$1.08M |
| American Centy Etf Tr | — | 120.1K | $8.99M | 6.0% | $426.6K | Added$548.2K |
| Vanguard Malvern Fds | — | 173.5K | $8.67M | 5.8% | $81.2K | Added$475.3K |
| Ishares Tr | — | 116.1K | $8.15M | 5.5% | $83.2K | Added$550.6K |
| Wisdomtree Tr | — | 302.1K | $7.23M | 4.8% | $812.1K | Added$1.08M |
| Vanguard Tax-Managed Fds | — | 108.4K | $6.95M | 4.6% | $165K | Added$547.5K |
| Ea Series Trust | — | 123.1K | $6.73M | 4.5% | $416.1K | Cut$232.8K |
| American Centy Etf Tr | — | 58.9K | $6.5M | 4.4% | $484.8K | Added$679.9K |
| Annaly Capital Management In | — | 287K | $6.07M | 4.1% | −$281.7K | Added$865.5K |
| Vanguard Index Fds | — | 9.18K | $5.49M | 3.7% | −$271.6K | Cut−$369.5K |
| Ishares Tr | — | 54.7K | $4.96M | 3.3% | $58K | Added$109.5K |
| Tidal Trust Ii | — | 194.1K | $4.32M | 2.9% | $557.9K | Added$798.7K |
| Return Stacked Us Stk | — | 143.1K | $4.05M | 2.7% | −$9.93K | Added$28K |
| Spdr Series Trust | — | 42.5K | $3.25M | 2.2% | −$124.8K | Added$529.7K |
| Tidal Trust Ii | — | 136.2K | $2.57M | 1.7% | $126.7K | Cut$118.7K |
| Clearbridge Energy Midstrm O | — | 39.8K | $2.1M | 1.4% | $255.7K | Added$707.2K |
| Alphabet Inc | — | 7.21K | $2.07M | 1.4% | −$194.2K | Cut−$533.7K |
| Reaves Util Income Fd | — | 44.8K | $1.76M | 1.2% | $114.9K | Added$202.9K |
| Alphabet Inc | — | 5.46K | $1.57M | 1.1% | −$139.2K | Cut−$181.7K |
| Nuveen Pfd & Income Opportun | — | 194.2K | $1.46M | 1.0% | −$98.6K | Added$61.2K |
| Exxon Mobil Corp | — | 6.53K | $1.11M | 0.7% | $322.1K | Cut$287.3K |
| Ishares Tr | — | 8.77K | $933.6K | 0.6% | −$1.7K | Added$28.6K |
| Wisdomtree Tr | — | 17.8K | $930.8K | 0.6% | −$47.5K | Cut−$349.9K |
| Ishares Inc | — | 11.4K | $892.9K | 0.6% | $67.9K | Cut−$340.9K |
| Denison Mines Corp. | DNN | 199.5K | $704.4K | 0.5% | $173.6K | Cut$171.8K |
| Vanguard Specialized Funds | — | 2.97K | $638.3K | 0.4% | −$11.7K | Added$94.1K |
| Dimensional Etf Trust | — | 16.5K | $578K | 0.4% | $32.5K | Added$80.5K |
| Jpmorgan Chase & Co. | — | 1.8K | $530.4K | 0.4% | −$50.6K | Cut−$63.5K |
| Ishares Tr | — | 6.51K | $484K | 0.3% | $18.1K | Added$44.8K |
| Walmart Inc. | WMT | 3.75K | $466.5K | 0.3% | $48.3K | Cut−$13.9K |
| Microsoft Corp | MSFT | 1.11K | $410.9K | 0.3% | −$125.9K | Cut−$1.27M |
| Bhp Group Ltd | — | 4.76K | $346K | 0.2% | $57.6K | Added$64.9K |
| Rio Tinto Plc | — | 3.7K | $345.3K | 0.2% | $49.1K | Cut$45.1K |
| Abrdn Silver Etf Trust | SIVR | 4.81K | $344.5K | 0.2% | $19.1K | Cut−$339K |
| At&T Inc | — | 11.2K | $325.5K | 0.2% | $46.6K | Cut−$616.5K |
| Verizon Communications Inc | VZ | 6.17K | $309.8K | 0.2% | — | New |
| Agnico Eagle Mines Ltd | AEM | 1.3K | $263.9K | 0.2% | $43.5K | Cut$39.8K |
| Welltower Inc. | WELL | 1.27K | $251.7K | 0.2% | $15.4K | Held |
| Enterprise Prods Partners L | — | 6.45K | $244.1K | 0.2% | $37.3K | Cut$26K |
| Nutrien Ltd. | NTR | 3.22K | $242.7K | 0.2% | — | New |
| Duke Energy Corp New | — | 1.82K | $238.3K | 0.2% | $24.9K | Cut$2.55K |
| Ishares Tr | — | 3.58K | $236.5K | 0.2% | −$12.3K | Held |
| International Business Machs | — | 940 | $228K | 0.2% | −$50.6K | Cut−$57.4K |
| Nvidia Corp | NVDA | 1.29K | $225.6K | 0.2% | −$15.7K | Cut−$423.9K |
| Amazon Com Inc | AMZN | 1.05K | $218K | 0.1% | −$23.7K | Cut−$747.9K |
| Goldman Sachs Group Inc | — | 251 | $212.3K | 0.1% | — | New |
| Philip Morris Intl Inc | — | 1.28K | $212.1K | 0.1% | $6.34K | Cut−$32.2K |
| Ishares Tr | — | 496 | $211.3K | 0.1% | −$23.5K | Cut−$169.8K |
| NexGen Energy Ltd. | NXE | 10.6K | $122.4K | 0.1% | $25.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.