Investor
WRIGHT WEALTH LLC
CIK 0002046147 · filed 2026-02-13 · SEC filing
13F book
$153.4M
Positions
61
Largest name
11.3%
Vanguard Scottsdale Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds | — | 296.1K | $17.4M | 11.3% | — | Held |
| Tidal Trust Ii | — | 550.4K | $15.5M | 10.1% | — | Held |
| Apple Inc. | AAPL | 41.8K | $11.4M | 7.4% | — | Held |
| American Centy Etf Tr | — | 118.5K | $8.44M | 5.5% | — | Held |
| Vanguard Malvern Fds | — | 165.6K | $8.19M | 5.3% | — | Held |
| Ishares Tr | — | 109.5K | $7.6M | 5.0% | — | Held |
| Ea Series Trust | — | 126.7K | $6.5M | 4.2% | — | Held |
| Vanguard Tax-Managed Fds | — | 102.5K | $6.4M | 4.2% | — | Held |
| Wisdomtree Tr | — | 291.1K | $6.16M | 4.0% | — | Held |
| Vanguard Index Fds | — | 9.34K | $5.86M | 3.8% | — | Held |
| American Centy Etf Tr | — | 57.1K | $5.82M | 3.8% | — | Held |
| Annaly Capital Management In | — | 232.8K | $5.21M | 3.4% | — | Held |
| Ishares Tr | — | 54.2K | $4.85M | 3.2% | — | Held |
| Cameco Corp | CCJ | 46K | $4.21M | 2.7% | — | Held |
| Return Stacked Us Stk | — | 141.7K | $4.02M | 2.6% | — | Held |
| Tidal Trust Ii | — | 183.3K | $3.52M | 2.3% | — | Held |
| Spdr Series Trust | — | 33.9K | $2.72M | 1.8% | — | Held |
| Alphabet Inc | — | 8.29K | $2.6M | 1.7% | — | Held |
| Tidal Trust Ii | — | 136.6K | $2.45M | 1.6% | — | Held |
| Alphabet Inc | — | 5.6K | $1.75M | 1.1% | — | Held |
| Microsoft Corp | MSFT | 3.48K | $1.68M | 1.1% | — | Held |
| Reaves Util Income Fd | — | 42.6K | $1.56M | 1.0% | — | Held |
| Nuveen Pfd & Income Opportun | — | 173K | $1.4M | 0.9% | — | Held |
| Clearbridge Energy Midstrm O | — | 31.3K | $1.4M | 0.9% | — | Held |
| Wisdomtree Tr | — | 23.4K | $1.28M | 0.8% | — | Held |
| Ishares Inc | — | 17K | $1.23M | 0.8% | — | Held |
| Amazon Com Inc | AMZN | 4.18K | $965.9K | 0.6% | — | Held |
| At&T Inc | — | 37.9K | $942.1K | 0.6% | — | Held |
| Ishares Tr | — | 8.48K | $905K | 0.6% | — | Held |
| Exxon Mobil Corp | — | 6.82K | $820.6K | 0.5% | — | Held |
| Tesla, Inc. | TSLA | 1.65K | $742.9K | 0.5% | — | Held |
| Abrdn Silver Etf Trust | SIVR | 10.1K | $683.5K | 0.4% | — | Held |
| Nvidia Corp | NVDA | 3.48K | $649.6K | 0.4% | — | Held |
| Jpmorgan Chase & Co. | — | 1.84K | $593.8K | 0.4% | — | Held |
| Vanguard Specialized Funds | — | 2.48K | $544.2K | 0.4% | — | Held |
| Denison Mines Corp. | DNN | 200.2K | $532.5K | 0.3% | — | Held |
| Dimensional Etf Trust | — | 15.1K | $497.5K | 0.3% | — | Held |
| Walmart Inc. | WMT | 4.31K | $480.4K | 0.3% | — | Held |
| Ishares Tr | — | 6.15K | $439.2K | 0.3% | — | Held |
| Southern Co | — | 4.72K | $411.7K | 0.3% | — | Held |
| Vanguard World Fd | — | 1.57K | $395.6K | 0.3% | — | Held |
| Ishares Tr | — | 805 | $381.1K | 0.2% | — | Held |
| S&P Global Inc. | SPGI | 638 | $333.4K | 0.2% | — | Held |
| Rio Tinto Plc | — | 3.75K | $300.2K | 0.2% | — | Held |
| International Business Machs | — | 963 | $285.4K | 0.2% | — | Held |
| Bhp Group Ltd | — | 4.66K | $281.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 810 | $271.6K | 0.2% | — | Held |
| Ishares Tr | — | 3.58K | $248.8K | 0.2% | — | Held |
| Philip Morris Intl Inc | — | 1.52K | $244.3K | 0.2% | — | Held |
| Welltower Inc. | WELL | 1.27K | $236.3K | 0.2% | — | Held |
| Duke Energy Corp New | — | 2.01K | $235.8K | 0.2% | — | Held |
| Oracle Corp | — | 1.16K | $226.2K | 0.1% | — | Held |
| Medtronic Plc | MDT | 2.34K | $224.8K | 0.1% | — | Held |
| Agnico Eagle Mines Ltd | AEM | 1.32K | $224.1K | 0.1% | — | Held |
| Enterprise Prods Partners L | — | 6.8K | $218.1K | 0.1% | — | Held |
| American Express Co | AXP | 567 | $209.7K | 0.1% | — | Held |
| Coca Cola Co | KO | 2.94K | $205.3K | 0.1% | — | Held |
| Home Depot, Inc. | HD | 588 | $202.4K | 0.1% | — | Held |
| CorMedix Inc. | CRMD | 11.9K | $138.5K | 0.1% | — | Held |
| Ford Mtr Co | — | 10.5K | $138.3K | 0.1% | — | Held |
| NexGen Energy Ltd. | NXE | 10.6K | $97.1K | 0.1% | — | Held |
Positions as of Q4 2025. 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.