Wright Wealth LLC
Net buyer this quarter
$167M
35
+$540K
32.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $11.7M | 7.03% | 0.00% | -0.3% | Q4 2025 |
 AVIV | $9.68M | 5.81% | 0.26% | +4.0% | Q4 2025 |
 FRDM | $8.21M | 4.93% | Not reported | -8.6% | Q4 2025 |
 GCC | $7.14M | 4.29% | 6.64% | +4.4% | Q4 2025 |
 NLY | $6.81M | 4.09% | 0.04% | +6.2% | Q4 2025 |
 GOOG | $2.54M | 1.53% | Not reported | -0.2% | Q4 2025 |
 EMO | $2M | 1.20% | Not reported | 0.0% | Q4 2025 |
| GOOGL | $1.95M | 1.17% | 0.00% | -0.4% | Q4 2025 |
 UTG | $1.82M | 1.10% | Not reported | Not reported | Q4 2025 |
 JPC | $1.66M | 0.99% | Not reported | +8.2% | Q4 2025 |
| NTSX | $1.05M | 0.63% | 0.14% | -0.7% | Q4 2025 |
 EMXC | $955K | 0.57% | Not reported | -17.7% | Q4 2025 |
 XOM | $886K | 0.53% | 0.00% | -0.7% | Q4 2025 |
 DNN | $611K | 0.37% | 0.02% | Not reported | Q4 2025 |
 JPM | $590K | 0.35% | 0.00% | -0.1% | Q4 2025 |
 MSFT | $402K | 0.24% | 0.00% | -2.9% | Q4 2025 |
 BHP | $396K | 0.24% | 0.00% | Not reported | Q4 2025 |
 RIO | $351K | 0.21% | 0.00% | Not reported | Q4 2025 |
 WMT | $349K | 0.21% | 0.00% | -17.9% | Q4 2025 |
 NVDA | $296K | 0.18% | 0.00% | +14.5% | Q4 2025 |
 GLW | $296K | 0.18% | 0.00% | New | Q2 2026 |
 WELL | $289K | 0.17% | 0.00% | Not reported | Q4 2025 |
 IBM | $269K | 0.16% | 0.00% | +1.7% | Q4 2025 |
 VZ | $263K | 0.16% | 0.00% | +0.7% | Q1 2026 |
 AMZN | $249K | 0.15% | 0.00% | Not reported | Q4 2025 |
 EPD | $237K | 0.14% | 0.00% | Not reported | Q4 2025 |
 PM | $232K | 0.14% | 0.00% | Not reported | Q4 2025 |
 GS | $232K | 0.14% | 0.00% | -8.8% | Q1 2026 |
| DUK | $231K | 0.14% | 0.00% | +0.4% | Q4 2025 |
 T | $230K | 0.14% | 0.00% | -1.0% | Q4 2025 |
 SIVR | $215K | 0.13% | 0.01% | -20.5% | Q4 2025 |
 RKLB | $203K | 0.12% | 0.00% | New | Q2 2026 |
 NTR | $202K | 0.12% | 0.00% | Not reported | Q1 2026 |
 AEM | $202K | 0.12% | 0.00% | Not reported | Q4 2025 |
 NXE | $99.1K | 0.06% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $10.3M | 6.89% | 0.00% | -3.1% | Q4 2025 |
| AVIV | $8.99M | 6.01% | 0.25% | +1.4% | Q4 2025 |
| GCC | $7.23M | 4.84% | 6.36% | +3.8% | Q4 2025 |
| FRDM | $6.73M | 4.50% | Not reported | -2.8% | Q4 2025 |
| NLY | $6.07M | 4.06% | 0.04% | +23.3% | Q4 2025 |
| EMO | $2.1M | 1.41% | Not reported | +27.3% | Q4 2025 |
| GOOG | $2.07M | 1.38% | Not reported | -13.1% | Q4 2025 |
| UTG | $1.76M | 1.18% | Not reported | +5.3% | Q4 2025 |
| GOOGL | $1.57M | 1.05% | 0.00% | -2.4% | Q4 2025 |
| JPC | $1.46M | 0.98% | Not reported | +12.3% | Q4 2025 |
| XOM | $1.11M | 0.74% | 0.00% | -4.2% | Q4 2025 |
| NTSX | $931K | 0.62% | 0.14% | -23.6% | Q4 2025 |
| EMXC | $893K | 0.60% | Not reported | -33.1% | Q4 2025 |
| DNN | $704K | 0.47% | 0.02% | -0.3% | Q4 2025 |
| JPM | $530K | 0.35% | 0.00% | -2.2% | Q4 2025 |
| WMT | $467K | 0.31% | 0.00% | -12.9% | Q4 2025 |
| MSFT | $411K | 0.27% | 0.00% | -68.1% | Q4 2025 |
| BHP | $346K | 0.23% | 0.00% | +2.2% | Q4 2025 |
| RIO | $345K | 0.23% | 0.00% | -1.3% | Q4 2025 |
| SIVR | $344K | 0.23% | 0.01% | -52.4% | Q4 2025 |
| T | $326K | 0.22% | 0.00% | -70.4% | Q4 2025 |
| VZ | $310K | 0.21% | 0.00% | New | Q1 2026 |
| AEM | $264K | 0.18% | 0.00% | -1.7% | Q4 2025 |
| WELL | $252K | 0.17% | 0.00% | Not reported | Q4 2025 |
| EPD | $244K | 0.16% | 0.00% | -5.2% | Q4 2025 |
| NTR | $243K | 0.16% | 0.00% | New | Q1 2026 |
| DUK | $238K | 0.16% | 0.00% | -9.5% | Q4 2025 |
| IBM | $228K | 0.15% | 0.00% | -2.4% | Q4 2025 |
| NVDA | $226K | 0.15% | 0.00% | -62.9% | Q4 2025 |
| AMZN | $218K | 0.15% | 0.00% | -75.0% | Q4 2025 |
| GS | $212K | 0.14% | 0.00% | New | Q1 2026 |
| PM | $212K | 0.14% | 0.00% | -15.8% | Q4 2025 |
| NXE | $122K | 0.08% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $11.4M | 7.41% | 0.00% | New | Q4 2025 |
| AVIV | $8.44M | 5.50% | 0.24% | New | Q4 2025 |
| FRDM | $6.5M | 4.23% | Not reported | New | Q4 2025 |
| GCC | $6.16M | 4.01% | 6.13% | New | Q4 2025 |
| NLY | $5.21M | 3.39% | 0.03% | New | Q4 2025 |
 CCJ | $4.21M | 2.74% | 0.01% | New | Q4 2025 |
| GOOG | $2.6M | 1.70% | Not reported | New | Q4 2025 |
| GOOGL | $1.75M | 1.14% | 0.00% | New | Q4 2025 |
| MSFT | $1.68M | 1.10% | 0.00% | New | Q4 2025 |
| UTG | $1.56M | 1.02% | Not reported | New | Q4 2025 |
| JPC | $1.4M | 0.91% | Not reported | New | Q4 2025 |
| EMO | $1.4M | 0.91% | Not reported | New | Q4 2025 |
| NTSX | $1.28M | 0.83% | 0.18% | New | Q4 2025 |
| EMXC | $1.23M | 0.80% | Not reported | New | Q4 2025 |
| AMZN | $966K | 0.63% | 0.00% | New | Q4 2025 |
| T | $942K | 0.61% | 0.00% | New | Q4 2025 |
| XOM | $821K | 0.53% | 0.00% | New | Q4 2025 |
 TSLA | $743K | 0.48% | 0.00% | New | Q4 2025 |
| SIVR | $684K | 0.45% | 0.01% | New | Q4 2025 |
| NVDA | $650K | 0.42% | 0.00% | New | Q4 2025 |
| JPM | $594K | 0.39% | 0.00% | New | Q4 2025 |
| DNN | $533K | 0.35% | 0.02% | New | Q4 2025 |
| WMT | $480K | 0.31% | 0.00% | New | Q4 2025 |
 SO | $412K | 0.27% | 0.00% | New | Q4 2025 |
 SPGI | $333K | 0.22% | 0.00% | New | Q4 2025 |
| RIO | $300K | 0.20% | 0.00% | New | Q4 2025 |
| IBM | $285K | 0.19% | 0.00% | New | Q4 2025 |
| BHP | $281K | 0.18% | 0.00% | New | Q4 2025 |
| PM | $244K | 0.16% | 0.00% | New | Q4 2025 |
| WELL | $236K | 0.15% | 0.00% | New | Q4 2025 |
| DUK | $236K | 0.15% | 0.00% | New | Q4 2025 |
 ORCL | $226K | 0.15% | 0.00% | New | Q4 2025 |
 MDT | $225K | 0.15% | 0.00% | New | Q4 2025 |
| AEM | $224K | 0.15% | 0.00% | New | Q4 2025 |
| EPD | $218K | 0.14% | 0.00% | New | Q4 2025 |
 AXP | $210K | 0.14% | 0.00% | New | Q4 2025 |
 KO | $205K | 0.13% | 0.00% | New | Q4 2025 |
 HD | $202K | 0.13% | 0.00% | New | Q4 2025 |
 CRMD | $138K | 0.09% | 0.02% | New | Q4 2025 |
 F | $138K | 0.09% | 0.00% | New | Q4 2025 |
| NXE | $97.1K | 0.06% | 0.00% | New | Q4 2025 |