Wright Wealth LLC holds a focused book of 51 stocks worth $149.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Verizon Communications Inc and trimmed Apple Inc. Their largest long position is Vanguard Short-Term Treasury at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2046147/holdings"
Use Arkolith to show Wright Wealth LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
18% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS SHORT TERM TREAS | $17.9M | 305.4K | 12.0% | ▲+3.1% Added · +9K sh | |
| 2 | Tidal Trust II RET STCKD GL STK | $16.2M | 594.1K | 10.8% | ▲+7.9% Added · +44K sh | |
| 3 | Apple Inc COM | $10.3M | 40.6K | 6.9% | ▼−3.0% Reduced · −1K sh | |
| 4 | American Centy ETF TR INTERNATIONAL LR | $9.0M | 120.1K | 6.0% | ▲+1.4% Added · +2K sh | |
| 5 | Vanguard Malvern FDS STRM INFPROIDX | $8.7M | 173.5K | 5.8% | ▲+4.8% Added · +8K sh | |
| 6 | Ishares TR CORE DIV GRWTH | $8.1M | 116.1K | 5.5% | ▲+6.1% Added · +7K sh | |
| 7 | Wisdomtree TR ENHNCD CMMDTY ST | $7.2M | 302.1K | 4.8% | ▲+3.8% Added · +11K sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.9M | 108.4K | 4.6% | ▲+5.8% Added · +6K sh | |
| 9 | Ea Series Trust FREEDOM 100 EM | $6.7M | 123.1K | 4.5% | ▼−2.8% Reduced · −4K sh | |
| 10 | American Centy ETF TR US SML CP VALU | $6.5M | 58.9K | 4.4% | ▲+3.1% Added · +2K sh | |
| 11 | Annaly Capital Management In COM NEW | $6.1M | 287.0K | 4.1% | ▲+23% Added · +54K sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $5.5M | 9.2K | 3.7% | ▼−1.7% Reduced · −156 sh | |
| 13 | Ishares TR CORE MSCI EAFE | $5.0M | 54.7K | 3.3% | ▲+1.1% Added · +569 sh | |
| 14 | Tidal Trust II RETURN STACKED U | $4.3M | 194.1K | 2.9% | ▲+5.9% Added · +11K sh | |
| 15 | Tidal Trust II RETURN STCKD US | $4.0M | 143.1K | 2.7% | ▲+0.9% Added · +1K sh | |
| 16 | SPDR Series Trust STATE STREET SPD | $3.2M | 42.5K | 2.2% | ▲+25% Added · +9K sh | |
| 17 | Tidal Trust II RTN STACKED BD | $2.6M | 136.2K | 1.7% | ▼−0.3% Reduced · −444 sh | |
| 18 | ClearBridge Energy Midstream COM | $2.1M | 39.8K | 1.4% | ▲+27% Added · +9K sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.1M | 7.2K | 1.4% | ▼−13% Reduced · −1K sh | |
| 20 | Reaves Util Income FD COM SH BEN INT | $1.8M | 44.8K | 1.2% | ▲+5.3% Added · +2K sh | |
| 21 | Alphabet Inc CAP STK CL A | $1.6M | 5.5K | 1.1% | ▼−2.4% Reduced · −136 sh | |
| 22 | Nuveen PFD & Income Opportun COM | $1.5M | 194.2K | 1.0% | ▲+12% Added · +21K sh | |
| 23 | Exxon Mobil Corp COM | $1.1M | 6.5K | 0.7% | ▼−4.2% Reduced · −289 sh | |
| 24 | Ishares TR SHRT NAT MUN ETF | $934K | 8.8K | 0.6% | ▲+3.3% Added · +284 sh | |
| 25 | Wisdomtree TR US EFFICIENT COR | $931K | 17.8K | 0.6% | ▼−24% Reduced · −6K sh | |
| 26 | Ishares Inc MSCI EMRG CHN | $893K | 11.4K | 0.6% | ▼−33% Reduced · −6K sh | |
| 27 | Denison Mines Corp COM | $704K | 199.5K | 0.5% | ▼−0.3% Reduced · −667 sh | |
| 28 | Vanguard Specialized Funds DIV APP ETF | $638K | 3.0K | 0.4% | ▲+20% Added · +492 sh | |
| 29 | Dimensional ETF Trust US SMALL CAP VAL | $578K | 16.5K | 0.4% | ▲+9.0% Added · +1K sh | |
| 30 | JPMorgan Chase & Co COM | $530K | 1.8K | 0.4% | ▼−2.2% Reduced · −40 sh | |
| 31 | Ishares TR EAFE VALUE ETF | $484K | 6.5K | 0.3% | ▲+5.8% Added · +359 sh | |
| 32 | Walmart Inc COM | $467K | 3.8K | 0.3% | ▼−13% Reduced · −558 sh | |
| 33 | Microsoft Corp COM | $411K | 1.1K | 0.3% | ▼−68% Reduced · −2K sh | |
| 34 | BHP Billiton Limited SPONSORED ADS | $346K | 4.8K | 0.2% | ▲+2.1% Added · +100 sh | |
| 35 | Rio Tinto PLC SPONSORED ADR | $345K | 3.7K | 0.2% | ▼−1.3% Reduced · −50 sh | |
| 36 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $344K | 4.8K | 0.2% | ▼−52% Reduced · −5K sh | |
| 37 | AT&T Inc COM | $326K | 11.2K | 0.2% | ▼−70% Reduced · −27K sh | |
| 38 | Verizon Communications Inc COM | $310K | 6.2K | 0.2% | ▲New New position | |
| 39 | Agnico Eagle Mines Ltd COM | $264K | 1.3K | 0.2% | ▼−1.7% Reduced · −22 sh | |
| 40 | Welltower Inc COM | $252K | 1.3K | 0.2% | —Held | |
| 41 | Enterprise Prods Partners L COM | $244K | 6.5K | 0.2% | ▼−5.2% Reduced · −352 sh | |
| 42 | Nutrien Ltd COM | $243K | 3.2K | 0.2% | ▲New New position | |
| 43 | Duke Energy Corp New COM NEW | $238K | 1.8K | 0.2% | ▼−9.5% Reduced · −191 sh | |
| 44 | Ishares TR U S EQUITY FACTR | $236K | 3.6K | 0.2% | —Held | |
| 45 | International Business Machs COM | $228K | 940 | 0.2% | ▼−2.4% Reduced · −23 sh | |
| 46 | Nvidia Corporation COM | $226K | 1.3K | 0.2% | ▼−63% Reduced · −2K sh | |
| 47 | Amazon Com Inc COM | $218K | 1.0K | 0.1% | ▼−75% Reduced · −3K sh | |
| 48 | Goldman Sachs Group Inc COM | $212K | 251 | 0.1% | ▲New New position | |
| 49 | Philip Morris Intl Inc COM | $212K | 1.3K | 0.1% | ▼−16% Reduced · −240 sh | |
| 50 | Ishares TR RUS 1000 GRW ETF | $211K | 496 | 0.1% | ▼−38% Reduced · −309 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.