Wright Wealth LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$149,475
Net value change ($000)
-3,915 (-2.6%)
New positions
3
Sold out positions
13
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GCC 1,077 17.5%
NLY 865 16.6%
RSSY 799 22.7%
EMO 707 50.6%
RSSB 688 4.4%
AVUV 679 11.7%
DGRO 551 7.3%
AVIV 548 6.5%
VEA 547 8.5%
SPYM 529 19.4%
Top Reduces (Value $000, Stocks/ETFs)
CCJ -4,210 -100.0%
MSFT -1,271 -75.6%
AAPL -1,079 -9.5%
AMZN -748 -77.4%
TSLA -743 -100.0%
T -616 -65.4%
GOOGL -534 -20.5%
NVDA -424 -65.2%
SO -412 -100.0%
MGC -396 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type