WRIGHT WEALTH LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, WRIGHT WEALTH LLC held in its portfolio 61 assets valued at $153,389,957 (i.e. $153.39M).
The most valuable assets in the portfolio included: VANGUARD SCOTTSDALE FDS ($17.39M), TIDAL TRUST II ($15.48M), and APPLE INC ($11.37M).
The chart below shows the top 10 valuable assets, and the table below shows the top 61 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
WRIGHT WEALTH LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 296109 | 17390466 | SHORT TERM TREAS |
| TIDAL TRUST II | 550427 | 15477997 | RET STCKD GL STK |
| APPLE INC | 41832 | 11372352 | COM |
| AMERICAN CENTY ETF TR | 118518 | 8442037 | INTERNATIONAL LR |
| VANGUARD MALVERN FDS | 165620 | 8191564 | STRM INFPROIDX |
| ISHARES TR | 109463 | 7598933 | CORE DIV GRWTH |
| EA SERIES TRUST | 126685 | 6495157 | FREEDOM 100 EM |
| VANGUARD TAX-MANAGED FDS | 102480 | 6401907 | VAN FTSE DEV MKT |
| WISDOMTREE TR | 291065 | 6156043 | ENHNCD CMMDTY ST |
| VANGUARD INDEX FDS | 9340 | 5857154 | S&P 500 ETF SHS |
| AMERICAN CENTY ETF TR | 57104 | 5823507 | US SML CP VALU |
| ANNALY CAPITAL MANAGEMENT IN | 232809 | 5205609 | COM NEW |
| ISHARES TR | 54173 | 4846353 | CORE MSCI EAFE |
| CAMECO CORP | 46011 | 4209546 | COM |
| TIDAL TRUST II | 141720 | 4017761 | RETURN STCKD US |
| TIDAL TRUST II | 183326 | 3519868 | RETURN STACKED U |
| SPDR SERIES TRUST | 33903 | 2719710 | STATE STREET SPD |
| ALPHABET INC | 8291 | 2601565 | CAP STK CL C |
| TIDAL TRUST II | 136627 | 2448349 | RTN STACKED BD |
| ALPHABET INC | 5600 | 1752908 | CAP STK CL A |
| MICROSOFT CORP | 3478 | 1681962 | COM |
| REAVES UTIL INCOME FD | 42565 | 1557028 | COM SH BEN INT |
| NUVEEN PFD & INCOME OPPORTUN | 172985 | 1402908 | COM |
| CLEARBRIDGE ENERGY MIDSTRM O | 31301 | 1397590 | COM |
| WISDOMTREE TR | 23367 | 1280745 | US EFFICIENT COR |
| ISHARES INC | 16976 | 1233829 | MSCI EMRG CHN |
| AMAZON COM INC | 4185 | 965868 | COM |
| AT&T INC | 37925 | 942060 | COM |
| ISHARES TR | 8482 | 905029 | SHRT NAT MUN ETF |
| EXXON MOBIL CORP | 6819 | 820612 | COM |
| TESLA INC | 1652 | 742937 | COM |
| ABRDN SILVER ETF TRUST | 10106 | 683542 | PHYSCL SILVR SHS |
| NVIDIA CORPORATION | 3483 | 649581 | COM |
| JPMORGAN CHASE & CO. | 1843 | 593842 | COM |
| VANGUARD SPECIALIZED FUNDS | 2476 | 544189 | DIV APP ETF |
| DENISON MINES CORP | 200200 | 532532 | COM |
| DIMENSIONAL ETF TRUST | 15128 | 497546 | US SMALL CAP VAL |
| WALMART INC | 4312 | 480421 | COM |
| ISHARES TR | 6151 | 439230 | EAFE VALUE ETF |
| SOUTHERN CO | 4721 | 411688 | COM |
| VANGUARD WORLD FD | 1575 | 395596 | MEGA CAP INDEX |
| ISHARES TR | 805 | 381131 | RUS 1000 GRW ETF |
| S&P GLOBAL INC | 638 | 333412 | COM |
| RIO TINTO PLC | 3751 | 300193 | SPONSORED ADR |
| INTERNATIONAL BUSINESS MACHS | 963 | 285381 | COM |
| BHP GROUP LTD | 4657 | 281143 | SPONSORED ADS |
| VANGUARD INDEX FDS | 810 | 271650 | TOTAL STK MKT |
| ISHARES TR | 3583 | 248768 | U S EQUITY FACTR |
| PHILIP MORRIS INTL INC | 1523 | 244289 | COM |
| WELLTOWER INC | 1273 | 236282 | COM |
| DUKE ENERGY CORP NEW | 2011 | 235757 | COM NEW |
| ORACLE CORP | 1160 | 226164 | COM |
| MEDTRONIC PLC | 2340 | 224780 | SHS |
| AGNICO EAGLE MINES LTD | 1322 | 224119 | COM |
| ENTERPRISE PRODS PARTNERS L | 6802 | 218067 | COM |
| AMERICAN EXPRESS CO | 567 | 209714 | COM |
| COCA COLA CO | 2937 | 205346 | COM |
| HOME DEPOT INC | 588 | 202383 | COM |
| CORMEDIX INC | 11905 | 138455 | COM |
| FORD MTR CO | 10541 | 138296 | COM |
| NEXGEN ENERGY LTD | 10555 | 97106 | COM |
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