Wright Wealth LLC
Wright Wealth LLC reported 73 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Wright Wealth LLC reported 73 holdings worth US$167M as of Jun 30, 2026. Largest: Apple Inc, Annaly Capital Management Inc. and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 40,455 | US$11.7M | 7.0% |
| Annaly Capital Management Inc. | 305K | US$6.81M | 4.1% |
| Alphabet Inc (google) Class C | 12,561 | US$4.49M | 2.7% |
| Exxon Mobil Corporation | 6,483 | US$886K | 0.53% |
| Denison Mines Corp. | 200K | US$611K | 0.37% |
| Jp Morgan Chase & Co. | 1,801 | US$590K | 0.35% |
| Microsoft Corp. | 1,078 | US$402K | 0.24% |
| Bhp Group Ltd | 4,757 | US$396K | 0.24% |
| Rio Tinto Plc | 3,701 | US$351K | 0.21% |
| Walmart Inc. | 3,083 | US$349K | 0.21% |
| Nvidia Corporation | 1,481 | US$296K | 0.18% |
| Corning Incorporated | 1,158 | US$296K | 0.18% |
| Welltower Inc. | 1,273 | US$289K | 0.17% |
| International Business Machines Corporation | 956 | US$269K | 0.16% |
| Verizon Communications Inc. | 6,215 | US$263K | 0.16% |
| Amazon.com, Inc. | 1,047 | US$249K | 0.15% |
| Enterprise Products Partners L.p. | 6,450 | US$237K | 0.14% |
| Philip Morris International Inc | 1,283 | US$232K | 0.14% |
| Goldman Sachs Group, Inc. (the) | 229 | US$232K | 0.14% |
| Duke Energy Corporation (holding Company) | 1,827 | US$231K | 0.14% |
| At&t Inc. | 11,120 | US$230K | 0.14% |
| Rocket Lab Corporation | 2,000 | US$203K | 0.12% |
| Nutrien Ltd. | 3,216 | US$202K | 0.12% |
| Agnico Eagle Mines Limited | 1,300 | US$202K | 0.12% |
| Nexgen Energy Ltd. | 10,555 | US$99,111 | 0.06% |
Source
View original at SEC
Related