Wright Wealth LLC

CIK

2046147

Location

ATLANTA, GA

Portfolio Value

Small $135,392,407

Diversification

Diversified

Reports for

PARAMETRIC PORTFOLIO ASSOCIATES LLC

Filing Date

Global Rank

#7,699 / 8,794 ▼ 159 · as of Jun 2026

Top Industry

Consumer Electronics 32.9%

3Y Alpha vs SPY

-11.2%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.8%

−2.9 pts

Top 5

54.4%

−1.0 pts

Top 10

81.9%

−0.4 pts

HHI

809

Diversified−52

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.7%	$99,790,991	15
Technology	9.6%	$12,969,127	5
Real Estate	5.2%	$7,103,119	2
Financial Services	4.7%	$6,296,767	5
Communication Services	3.7%	$4,982,120	3
Energy	1.4%	$1,833,138	4
Basic Materials	0.9%	$1,151,756	4
Consumer Defensive	0.4%	$581,287	2
Consumer Cyclical	0.2%	$249,541	1
Utilities	0.2%	$231,261	1
Industrials	0.2%	$203,300	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
AIPO	Defiance AI & Power Infrastructure ETF	+21,960	1,089,487	$0
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
BNDW	Vanguard Total World Bond ETF	+15,428	320,794	$18,670,210
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+14,512	204,733	$17,065,197
—		+13,243	315,373	$7,143,198
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+8,347	181,857	$9,134,677
VEA	Vanguard FTSE Developed Markets ETF	+5,711	114,160	$8,133,900
ACSG	American Century Small Cap Growth Insights ETF	+5,461	184,473	$17,098,865
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+917	43,370	$3,811,355
VB	Vanguard Morningstar Small-Cap ETF	+900	10,084	$6,925,792
NVDA	Nvidia Corp	+187	1,481	$296,332
VIG	Vanguard Dividend Appreciation ETF	+158	3,126	$739,674
DCOR	Dimensional US Core Equity 1 ETF	+133	16,630	$645,077
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

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	−10,539	112,571	$8,206,425
BKF	iShares MSCI BIC ETF	−2,013	9,338	$955,277
SIVR	abrdn Silver ETF Trust	−985	3,826	$215,097
WMT	Walmart Inc.	−671	3,083	$349,180
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−131	17,718	$1,046,247
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
GOOGL	Alphabet Inc.	−31	12,642	$4,488,794
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.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,158	$295,787
RKLB	Rocket Lab Corp	2,000	$203,300
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $135,392,407 total · filing declares 73 positions · $166,524,080 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BNDW	Vanguard Total World Bond ETF	Added	320,794	+15,428	$18,670,210	+4.4%	13.79%
ACSG	American Century Small Cap Growth Insights ETF	Added	184,473	+5,461	$17,098,865	+10.4%	12.63%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	204,733	+14,512	$17,065,197	—	12.60%
AAPL	Apple Inc. Technology	Reduced	40,455	-102	$11,706,058	+13.7%	8.65%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	181,857	+8,347	$9,134,677	+5.4%	6.75%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	112,571	-10,539	$8,206,425	+22.0%	6.06%
VEA	Vanguard FTSE Developed Markets ETF	Added	114,160	+5,711	$8,133,900	+17.0%	6.01%
		Added	315,373	+13,243	$7,143,198	−1.2%	5.28%
VB	Vanguard Morningstar Small-Cap ETF	Added	10,084	+900	$6,925,792	+26.2%	5.12%
NLY	Annaly Capital Management Inc Real Estate	Added	304,749	+17,700	$6,814,187	+12.2%	5.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,642	-31	$4,488,794	+23.3%	3.32%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	43,370	+917	$3,811,355	+17.3%	2.82%
EMO	ClearBridge Energy Midstream Opportunity Fund Inc. Financial Services	Reduced	39,834	-15	$1,995,683	−5.2%	1.47%
UTG	Reaves Utility Income Fund Financial Services	Held	44,805	0	$1,824,459	+3.7%	1.35%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Added	210,089	+15,910	$1,655,501	+13.1%	1.22%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	17,718	-131	$1,046,247	+12.4%	0.77%
BKF	iShares MSCI BIC ETF	Reduced	9,338	-2,013	$955,277	+7.0%	0.71%
XOM	ExxonMobil Holdings Corp Energy	Reduced	6,483	-47	$886,355	−20.0%	0.65%
VIG	Vanguard Dividend Appreciation ETF	Added	3,126	+158	$739,674	+15.9%	0.55%
DCOR	Dimensional US Core Equity 1 ETF	Added	16,630	+133	$645,077	+11.6%	0.48%
DNN	Denison Mines Corp. Energy	Held	199,533	0	$610,570	−13.3%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,801	-2	$589,521	+11.2%	0.44%
MSFT	Microsoft Corp Technology	Reduced	1,078	-32	$402,114	−2.1%	0.30%
BHP	BHP Group Ltd Basic Materials	Held	4,757	0	$396,305	+14.5%	0.29%
RIO	Rio Tinto PLC Basic Materials	Held	3,701	0	$351,335	+1.8%	0.26%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,083	-671	$349,180	−25.2%	0.26%
NVDA	Nvidia Corp Technology	Added	1,481	+187	$296,332	+31.3%	0.22%
GLW	Corning Inc /Ny Technology	NEW	1,158	NEW	$295,787	NEW	0.22%
WELL	Welltower Inc. Real Estate	Held	1,273	0	$288,932	+14.8%	0.21%
IBM	International Business Machines Corp Technology	Added	956	+16	$268,836	+18.0%	0.20%
VZ	Verizon Communications Inc Communication Services	Added	6,215	+44	$263,142	−15.1%	0.19%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,047	0	$249,541	+14.4%	0.18%
EPD	Enterprise Products Partners L.P. Energy	Held	6,450	0	$237,102	−2.9%	0.18%
PM	Philip Morris International Inc. Consumer Defensive	Held	1,283	0	$232,107	+9.4%	0.17%
GS	Goldman Sachs Group Inc Financial Services	Reduced	229	-22	$231,603	+9.1%	0.17%
DUK	Duke Energy CORP Utilities	Added	1,827	+7	$231,261	−3.0%	0.17%
T	At&T Inc. Communication Services	Reduced	11,120	-109	$230,184	−29.3%	0.17%
SIVR	abrdn Silver ETF Trust	Reduced	3,826	-985	$215,097	−37.6%	0.16%
RKLB	Rocket Lab Corp Industrials	NEW	2,000	NEW	$203,300	NEW	0.15%
NTR	Nutrien Ltd. Basic Materials	Held	3,216	0	$202,447	−16.6%	0.15%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	1,300	0	$201,669	−23.6%	0.15%
NXE	NexGen Energy Ltd. Energy	Held	10,555	0	$99,111	−19.1%	0.07%
AIPO	Defiance AI & Power Infrastructure ETF	Added	1,089,487	+21,960	$0	—	0.00%

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.