Wright Wealth LLC holds a focused book of 54 reported positions worth $166.5M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Corning Inc and trimmed Apple Inc. Their largest long position is RTRN Stack GLBL STK & BD ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2026 would be +10% (+18.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Wright Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Wright Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wright Wealth LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 54 | $2.9B |
| Hoffman, Alan N Investment Management | 6 / 54 | $152.6M |
| Dumac, Inc. | 5 / 54 | $882.3M |
| Prospect Hill Management, LLC | 5 / 54 | $191.9M |
| 9823 Capital, L.P. | 5 / 54 | $108.7M |
| JBF Capital, Inc. | 7 / 54 | $531.5M |
| Independent Investors Inc | 10 / 54 | $359.4M |
| Draper Asset Management, LLC | 5 / 54 | $134.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Wright Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tidal Trust II RET STCKD GL STK | $18.9M | 615.4K | 11.4% | ▲+3.6% Added · +21K sh | |
| 2 | Vanguard Scottsdale FDS SHORT TERM TREAS | $18.7M | 320.8K | 11.2% | ▲+5.0% Added · +15K sh | |
| 3 | Apple Inc COM | $11.7M | 40.5K | 7.0% | ▼−0.3% Reduced · −102 sh | |
| 4 | American Centy ETF TR INTERNATIONAL LR | $9.7M | 125.0K | 5.8% | ▲+4.0% Added · +5K sh | |
| 5 | Ishares TR CORE DIV GRWTH | $9.5M | 125.6K | 5.7% | ▲+8.2% Added · +9K sh | |
| 6 | Vanguard Malvern FDS STRM INFPROIDX | $9.1M | 181.9K | 5.5% | ▲+4.8% Added · +8K sh | |
| 7 | Ea Series Trust FREEDOM 100 EM | $8.2M | 112.6K | 4.9% | ▼−8.6% Reduced · −11K sh | |
| 8 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $8.1M | 114.2K | 4.9% | ▲+5.3% Added · +6K sh | |
| 9 | American Centy ETF TR US SML CP VALU | $7.4M | 59.5K | 4.5% | ▲+1.1% Added · +635 sh | |
| 10 | Wisdomtree TR ENHNCD CMMDTY ST | $7.1M | 315.4K | 4.3% | ▲+4.4% Added · +13K sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $6.9M | 10.1K | 4.2% | ▲+9.8% Added · +900 sh | |
| 12 | Annaly Capital Management In COM NEW | $6.8M | 304.7K | 4.1% | ▲+6.2% Added · +18K sh | |
| 13 | Ishares TR CORE MSCI EAFE | $5.3M | 55.1K | 3.2% | ▲+0.7% Added · +391 sh | |
| 14 | Tidal Trust II RETU S YIEL ETF | $4.9M | 190.4K | 2.9% | ▼−1.9% Reduced · −4K sh | |
| 15 | Tidal Trust II RETURN STCKD US | $4.6M | 142.2K | 2.8% | ▼−0.6% Reduced · −907 sh | |
| 16 | SPDR Series Trust ST STR P500ETF | $3.8M | 43.4K | 2.3% | ▲+2.2% Added · +917 sh | |
| 17 | Tidal Trust II RTN STACKED BD | $2.7M | 141.6K | 1.6% | ▲+3.9% Added · +5K sh | |
| 18 | Alphabet Inc CAP STK CL C | $2.5M | 7.2K | 1.5% | ▼−0.2% Reduced · −12 sh | |
| 19 | ClearBridge Energy Midstream COM | $2.0M | 39.8K | 1.2% | ▼~0% Reduced · −15 sh | |
| 20 | Alphabet Inc CAP STK CL A | $1.9M | 5.4K | 1.2% | ▼−0.3% Reduced · −19 sh | |
| 21 | Reaves Util Income FD COM SH BEN INT | $1.8M | 44.8K | 1.1% | —Held | |
| 22 | Nuveen PFD & Income Opportun COM | $1.7M | 210.1K | 1.0% | ▲+8.2% Added · +16K sh | |
| 23 | Wisdomtree TR US EFFIC CORE FD | $1.0M | 17.7K | 0.6% | ▼−0.7% Reduced · −131 sh | |
| 24 | Ishares TR SHRT NAT MUN ETF | $1.0M | 9.8K | 0.6% | ▲+11% Added · +994 sh | |
| 25 | Ishares Inc MSCI EMRG CHN | $955K | 9.3K | 0.6% | ▼−18% Reduced · −2K sh | |
| 26 | Exxon Mobil Corp COM | $886K | 6.5K | 0.5% | ▼−0.7% Reduced · −47 sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $740K | 3.1K | 0.4% | ▲+5.3% Added · +158 sh | |
| 28 | Dimensional ETF Trust US SMALL CAP ETF | $645K | 16.6K | 0.4% | ▲+0.8% Added · +133 sh | |
| 29 | Denison Mines Corp COM | $611K | 199.5K | 0.4% | —Held | |
| 30 | JPMorgan Chase & Co COM | $590K | 1.8K | 0.4% | ▼−0.1% Reduced · −2 sh | |
| 31 | Ishares TR EAFE VALUE ETF | $487K | 6.4K | 0.3% | ▼−2.2% Reduced · −145 sh | |
| 32 | Microsoft Corp COM | $402K | 1.1K | 0.2% | ▼−2.9% Reduced · −32 sh | |
| 33 | BHP Billiton Limited SPONSORED ADS | $396K | 4.8K | 0.2% | —Held | |
| 34 | Rio Tinto PLC SPONSORED ADR | $351K | 3.7K | 0.2% | —Held | |
| 35 | Walmart Inc COM | $349K | 3.1K | 0.2% | ▼−18% Reduced · −671 sh | |
| 36 | Nvidia Corporation COM | $296K | 1.5K | 0.2% | ▲+14% Added · +187 sh | |
| 37 | Corning Inc COM | $296K | 1.2K | 0.2% | ▲New New position | |
| 38 | Welltower Inc COM | $289K | 1.3K | 0.2% | —Held | |
| 39 | International Business Machs COM | $269K | 956 | 0.2% | ▲+1.7% Added · +16 sh | |
| 40 | Verizon Communications Inc COM | $263K | 6.2K | 0.2% | ▲+0.7% Added · +44 sh | |
| 41 | Ishares TR 1 3 YR TREAS BD | $254K | 3.1K | 0.2% | ▲New New position | |
| 42 | Amazon Com Inc COM | $249K | 1.0K | 0.1% | —Held | |
| 43 | Enterprise Prods Partners L COM | $237K | 6.5K | 0.1% | —Held | |
| 44 | Ishares TR U S EQUITY FACTR | $237K | 3.1K | 0.1% | ▼−13% Reduced · −450 sh | |
| 45 | Philip Morris Intl Inc COM | $232K | 1.3K | 0.1% | —Held | |
| 46 | Goldman Sachs Group Inc COM | $232K | 229 | 0.1% | ▼−8.8% Reduced · −22 sh | |
| 47 | Duke Energy Corp New COM NEW | $231K | 1.8K | 0.1% | ▲+0.4% Added · +7 sh | |
| 48 | AT&T Inc COM | $230K | 11.1K | 0.1% | ▼−1.0% Reduced · −109 sh | |
| 49 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $215K | 3.8K | 0.1% | ▼−20% Reduced · −985 sh | |
| 50 | Rocket Lab Corp COM | $203K | 2.0K | 0.1% | ▲New New position |
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Use Arkolith to show Wright Wealth LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.