Wright Wealth LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
54
Total value ($000)
$166,524
Net value change ($000)
+17,049 (11.4%)
New positions
3
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSSB 2,764 17.1%
FRDM 1,478 22.0%
VOO 1,438 26.2%
AAPL 1,413 13.7%
DGRO 1,371 16.8%
VEA 1,185 17.1%
AVUV 921 14.2%
VGSH 794 4.4%
NLY 743 12.2%
AVIV 685 7.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -222 -20.0%
SIVR -129 -37.5%
WMT -118 -25.3%
EMO -109 -5.2%
T -96 -29.4%
DNN -93 -13.2%
GCC -90 -1.2%
AEM -62 -23.5%
VZ -47 -15.2%
NTR -41 -16.9%
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