Wright Wealth LLC

CIK

2046147

Location

ATLANTA, GA

Portfolio Value

Micro $30,614,394

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,030 / 8,232 ▼ 16

Top Industry

Consumer Electronics 34.0%

3Y Alpha vs SPY

-16.7%

Period ended 2 months ago

Filed May 15, 2026 · 30d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+4.3%

SPY

+9.1%

Annualised alpha

-16.7%

Max drawdown

−8.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

33.6%

+4.6 pts

Top 5

71.2%

+9.4 pts

Top 10

85.2%

+7.4 pts

HHI

1,691

Moderately concentrated+440

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.4%	$11,157,366	4
Real Estate	20.7%	$6,322,770	2
Financial Services	19.8%	$6,071,585	5
Communication Services	7.2%	$2,206,537	3
Energy	7.1%	$2,178,736	4
Basic Materials	3.9%	$1,197,842	4
Consumer Defensive	2.2%	$678,676	2
Unclassified	1.1%	$344,515	1
Utilities	0.8%	$238,309	1
Consumer Cyclical	0.7%	$218,058	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NLY	Annaly Capital Management Inc	+54,240	287,049	$6,071,086
JPC	Nuveen Preferred & Income Opportunities Fund	+21,194	194,179	$1,464,109
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	+8,548	39,849	$2,104,824
UTG	Reaves Utility Income Fund	+2,240	44,805	$1,759,940
BHP	BHP Group Ltd	+100	4,757	$346,024
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−26,696	11,229	$325,527
SIVR	abrdn Silver ETF Trust	−5,295	4,811	$344,515
AMZN	Amazon Com Inc	−3,138	1,047	$218,058
MSFT	Microsoft Corp	−2,368	1,110	$410,888
NVDA	Nvidia Corp	−2,189	1,294	$225,673
AAPL	Apple Inc.	−1,275	40,557	$10,292,960
DNN	Denison Mines Corp.	−667	199,533	$704,351
WMT	Walmart Inc.	−558	3,754	$466,546
EPD	Enterprise Products Partners L.P.	−352	6,450	$244,068
XOM	Exxon Mobil Corp	−289	6,530	$1,107,879
PM	Philip Morris International Inc.	−240	1,283	$212,130
DUK	Duke Energy CORP	−191	1,820	$238,309
GOOGL	Alphabet Inc.	−136	5,464	$1,571,227
RIO	Rio Tinto PLC	−50	3,701	$345,265
JPM	Jpmorgan Chase & Co	−40	1,803	$530,370
IBM	International Business Machines Corp	−23	940	$227,845
AEM	Agnico Eagle Mines Ltd	−22	1,300	$263,874
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
VZ	Verizon Communications Inc	6,171	$309,783
NTR	Nutrien Ltd.	3,216	$242,679
GS	Goldman Sachs Group Inc	251	$212,342
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
CCJ	Cameco Corp	46,011	$4,209,546
TSLA	Tesla, Inc.	1,652	$742,937
SO	Southern Co	4,721	$411,671
SPGI	S&P Global Inc.	638	$333,412
ORCL	Oracle Corp	1,160	$226,095
MDT	Medtronic plc	2,340	$224,780
AXP	American Express Co	567	$209,761
KO	Coca Cola Co	2,937	$205,325
HD	Home Depot, Inc.	588	$202,330
CRMD	CorMedix Inc.	11,905	$138,455
F	Ford Motor Co	10,541	$138,297
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $30,614,394 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	40,557	-1,275	$10,292,960	−9.5%	33.62%
NLY	Annaly Capital Management Inc Real Estate	Added	287,049	+54,240	$6,071,086	+16.6%	19.83%
EMO	ClearBridge Energy Midstream Opportunity Fund Inc. Financial Services	Added	39,849	+8,548	$2,104,824	+50.6%	6.88%
UTG	Reaves Utility Income Fund Financial Services	Added	44,805	+2,240	$1,759,940	+13.0%	5.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,464	-136	$1,571,227	−10.4%	5.13%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Added	194,179	+21,194	$1,464,109	+4.4%	4.78%
XOM	Exxon Mobil Corp Energy	Reduced	6,530	-289	$1,107,879	+35.0%	3.62%
DNN	Denison Mines Corp. Energy	Reduced	199,533	-667	$704,351	+32.3%	2.30%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,803	-40	$530,370	−10.7%	1.73%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,754	-558	$466,546	−2.9%	1.52%
MSFT	Microsoft Corp Technology	Reduced	1,110	-2,368	$410,888	−75.6%	1.34%
BHP	BHP Group Ltd Basic Materials	Added	4,757	+100	$346,024	+23.1%	1.13%
RIO	Rio Tinto PLC Basic Materials	Reduced	3,701	-50	$345,265	+15.0%	1.13%
SIVR	abrdn Silver ETF Trust	Reduced	4,811	-5,295	$344,515	−49.6%	1.13%
T	At&T Inc. Communication Services	Reduced	11,229	-26,696	$325,527	−65.4%	1.06%
VZ	Verizon Communications Inc Communication Services	NEW	6,171	NEW	$309,783	NEW	1.01%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	1,300	-22	$263,874	+17.7%	0.86%
WELL	Welltower Inc. Real Estate	Held	1,273	0	$251,684	+6.5%	0.82%
EPD	Enterprise Products Partners L.P. Energy	Reduced	6,450	-352	$244,068	+11.9%	0.80%
NTR	Nutrien Ltd. Basic Materials	NEW	3,216	NEW	$242,679	NEW	0.79%
DUK	Duke Energy CORP Utilities	Reduced	1,820	-191	$238,309	+1.1%	0.78%
IBM	International Business Machines Corp Technology	Reduced	940	-23	$227,845	−20.1%	0.74%
NVDA	Nvidia Corp Technology	Reduced	1,294	-2,189	$225,673	−65.3%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,047	-3,138	$218,058	−77.4%	0.71%
GS	Goldman Sachs Group Inc Financial Services	NEW	251	NEW	$212,342	NEW	0.69%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,283	-240	$212,130	−13.2%	0.69%
NXE	NexGen Energy Ltd. Energy	Held	10,555	0	$122,438	+26.1%	0.40%