Wright Wealth LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.0% | $12,969,127 |
| Real Estate | 21.3% | $7,103,119 |
| Financial Services | 18.9% | $6,296,767 |
| Communication Services | 7.3% | $2,439,205 |
| Energy | 5.5% | $1,833,138 |
| Basic Materials | 3.5% | $1,151,756 |
| Consumer Defensive | 1.7% | $581,287 |
| Consumer Cyclical | 0.7% | $249,541 |
| Utilities | 0.7% | $231,261 |
| Unclassified | 0.6% | $215,097 |
| Industrials | 0.6% | $203,300 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NLY | Annaly Capital Management Inc | +17,700 | 304,749 | $6,814,187 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | +15,910 | 210,089 | $1,655,501 | |
| NVDA | Nvidia Corp | +187 | 1,481 | $296,332 | |
| VZ | Verizon Communications Inc | +44 | 6,215 | $263,142 | |
| IBM | International Business Machines Corp | +16 | 956 | $268,836 | |
| DUK | Duke Energy CORP | +7 | 1,827 | $231,261 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −7,228 | 5,445 | $1,945,879 | |
| SIVR | abrdn Silver ETF Trust | −985 | 3,826 | $215,097 | |
| WMT | Walmart Inc. | −671 | 3,083 | $349,180 | |
| T | At&T Inc. | −109 | 11,120 | $230,184 | |
| AAPL | Apple Inc. | −102 | 40,455 | $11,706,058 | |
| XOM | ExxonMobil Holdings Corp | −47 | 6,483 | $886,355 | |
| MSFT | Microsoft Corp | −32 | 1,078 | $402,114 | |
| GS | Goldman Sachs Group Inc | −22 | 229 | $231,603 | |
| EMO | ClearBridge Energy Midstream Opportunity Fund Inc. | −15 | 39,834 | $1,995,683 | |
| JPM | Jpmorgan Chase & Co | −2 | 1,801 | $589,521 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 40,455 | $11,706,058 | 35.18% | |
| NLY |
Annaly Capital Management Inc
Real Estate
|
Added | 304,749 | $6,814,187 | 20.48% | |
| EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
Financial Services
|
Reduced | 39,834 | $1,995,683 | 6.00% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 5,445 | $1,945,879 | 5.85% | |
| UTG |
Reaves Utility Income Fund
Financial Services
|
Held | 44,805 | $1,824,459 | 5.48% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Added | 210,089 | $1,655,501 | 4.98% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,483 | $886,355 | 2.66% | |
| DNN |
Denison Mines Corp.
Energy
|
Held | 199,533 | $610,570 | 1.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 1,801 | $589,521 | 1.77% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,078 | $402,114 | 1.21% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Held | 4,757 | $396,305 | 1.19% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
Held | 3,701 | $351,335 | 1.06% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 3,083 | $349,180 | 1.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,481 | $296,332 | 0.89% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,158 | $295,787 | 0.89% | |
| WELL |
Welltower Inc.
Real Estate
|
Held | 1,273 | $288,932 | 0.87% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 956 | $268,836 | 0.81% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 6,215 | $263,142 | 0.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,047 | $249,541 | 0.75% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Held | 6,450 | $237,102 | 0.71% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,283 | $232,107 | 0.70% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 229 | $231,603 | 0.70% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 1,827 | $231,261 | 0.70% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 11,120 | $230,184 | 0.69% | |
| SIVR |
abrdn Silver ETF Trust
|
Reduced | 3,826 | $215,097 | 0.65% | |
| RKLB |
Rocket Lab Corp
Industrials
|
NEW | 2,000 | $203,300 | 0.61% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Held | 3,216 | $202,447 | 0.61% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 1,300 | $201,669 | 0.61% | |
| NXE |
NexGen Energy Ltd.
Energy
|
Held | 10,555 | $99,111 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.