Wright Wealth LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
51
Total value ($000)
$173,587
Net value change ($000)
+7,063 (4.2%)
New positions
4
Sold out positions
7
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SHY 2,892 1138.6%
AAPL 1,768 15.1%
GCC 1,636 22.9%
EXXONMOBIL HOLDINGS CORP 1,055 NEW
AVIV 846 8.7%
VOO 826 11.9%
VEA 752 9.2%
RSST 595 12.8%
DGRO 585 6.1%
RSSB 459 2.4%
Top Reduces (Value $000, Stocks/ETFs)
VGSH -1,992 -10.7%
XOM -886 -100.0%
DFSV -645 -100.0%
NLY -630 -9.2%
GLW -296 -100.0%
UTG -269 -14.7%
DUK -231 -100.0%
SIVR -215 -100.0%
IWF -203 -100.0%
RKLB -203 -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