13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002046147
Total reported value
$166.5M
$166.5M
51 檔
37.2%
As reported in its official Q1 2026 Form 13F filing, Wright Wealth LLC's tracked investment portfolio stood at $166.5M with 51 total positions.
In Q1 2026, Wright Wealth LLC adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 13 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, RSSB, AAPL) accounted for 37.2% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.96% | -0.75% | +3.13% | |
| 2 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 10.82% | +0.55% | +7.94% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.89% | +0.14% | -3.05% | |
| 4 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 6.01% | -0.20% | +1.37% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.80% | -0.31% | +4.76% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 5.45% | +0.27% | +6.09% | |
| 7 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 4.84% | -0.55% | +3.80% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.65% | +0.23% | +5.82% | |
| 9 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.50% | +0.43% | -2.82% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.35% | +0.11% | +3.09% | |
| 11 | NLY | Annaly Capital Management In | Stock-Real Estate | 4.06% | +0.03% | +23.30% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.49% | -1.67% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.32% | -0.12% | +1.05% | |
| 14 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 2.89% | +0.03% | +5.90% | |
| 15 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.71% | +0.08% | +0.95% | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.12% | +25.22% | |
| 17 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.72% | -0.10% | -0.33% | |
| 18 | EMO | Clearbridge Energy Midstream | Stock-Other | 1.41% | -0.21% | +27.31% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.15% | -13.05% | |
| 20 | UTG | Reaves Utility Income Fund | Stock-Other | 1.18% | -0.08% | +5.26% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.12% | -2.43% | |
| 22 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.98% | +0.01% | +12.25% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.21% | -4.24% | |
| 24 | SUB | Ishares Short-term National | ETF-Other | 0.62% | — | +3.35% | |
| 25 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.62% | +0.01% | -23.61% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.60% | -0.03% | -33.13% | |
| 27 | DNN | Denison Mines CORP | Stock-Other | 0.47% | -0.10% | -0.33% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | +0.01% | +19.87% | |
| 29 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.39% | — | +9.05% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | — | -2.17% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.32% | -0.03% | +5.84% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.10% | -12.94% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.03% | -68.09% | |
| 34 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.23% | +0.01% | +2.15% | |
| 35 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.23% | -0.02% | -1.33% | |
| 36 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.23% | -0.10% | -52.39% | |
| 37 | T | At&t Inc | Stock-Comm Services | 0.22% | -0.08% | -70.39% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.21% | -0.05% | — | |
| 39 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.18% | -0.06% | -1.66% | |
| 40 | WELL | Welltower Inc | Stock-Real Estate | 0.17% | — | — | |
| 41 | EPD | Enterprise Products Partners | Stock-Energy | 0.16% | -0.02% | -5.17% | |
| 42 | NTR | Nutrien LTD | Stock-Materials | 0.16% | -0.04% | — | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.16% | -0.02% | -9.50% | |
| 44 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.16% | -0.02% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | +0.01% | -2.39% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.03% | -62.85% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | — | -74.98% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.14% | — | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.14% | — | -15.76% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | -0.02% | -38.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GCC | Wisdomtree Enhanced Commodit | +0.8% | +3.80% | Add |
| 2 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | +0.7% | +7.94% | Add |
| 3 | NLY | Annaly Capital Management In | +0.7% | +23.30% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.6% | +3.13% | Add |
| 5 | RSSY | Return Stacked US S&f Yd ETF | +0.6% | +5.90% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.6% | +3.09% | Add |
| 7 | AVIV | Avantis Int Lrg Cap Val ETF | +0.5% | +1.37% | Add |
| 8 | EMO | Clearbridge Energy Midstream | +0.5% | +27.31% | Add |
| 9 | DGRO | Ishares Core Dividend Growth | +0.5% | +6.09% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.5% | +5.82% | Add |
| 11 | VTIP | Vanguard Short-term Tips | +0.5% | +4.76% | Add |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +25.22% | Add |
| 13 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | -2.82% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -4.24% | Trim |
| 15 | UTG | Reaves Utility Income Fund | +0.2% | +5.26% | Add |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +1.05% | Add |
| 17 | DNN | Denison Mines CORP | +0.1% | -0.33% | Trim |
| 18 | RSBT | Rtrn Stck Bnds & Mng Futures | +0.1% | -0.33% | Trim |
| 19 | RSST | Return Stacked US Sm Ftr ETF | +0.1% | +0.95% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +19.87% | Add |
| 21 | DFSV | Dimensional US Small Cap Val | +0.1% | +9.05% | Add |
| 22 | JPC | Nuveen Prefered & Income Opp | +0.1% | +12.25% | Add |
| 23 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +2.15% | Add |
| 24 | RIO | Rio Tinto Plc-spon Adr | 0% | -1.33% | Trim |
| 25 | EFV | Ishares Msci Eafe Value ETF | 0% | +5.84% | Add |
| 26 | AEM | Agnico Eagle Mines LTD | 0% | -1.66% | Trim |
| 27 | SUB | Ishares Short-term National | 0% | +3.35% | Add |
| 28 | EPD | Enterprise Products Partners | 0% | -5.17% | Trim |
| 29 | NXE | Nexgen Energy LTD | 0% | — | Unchanged |
| 30 | WELL | Welltower Inc | 0% | — | Unchanged |
| 31 | DUK | Duke Energy CORP | 0% | -9.50% | Trim |
| 32 | WMT | Walmart Inc | — | -12.94% | Trim |
| 33 | LRGF | Ishares US Equity Factor ETF | — | — | Unchanged |
| 34 | PM | Philip Morris International | 0% | -15.76% | Trim |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -2.17% | Trim |
| 36 | IBM | Intl Business Machines CORP | 0% | -2.39% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.43% | Trim |
| 38 | IWF | Ishares Russell 1000 Growth | -0.1% | -38.39% | Trim |
| 39 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.67% | Trim |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.2% | -33.13% | Trim |
| 41 | NTSX | Wisdomtree US Efficient Core | -0.2% | -23.61% | Trim |
| 42 | SIVR | Abrdn Physical Silver Shares | -0.2% | -52.39% | Trim |
| 43 | NVDA | Nvidia CORP | -0.3% | -62.85% | Trim |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -13.05% | Trim |
| 45 | T | At&t Inc | -0.4% | -70.39% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.5% | -74.98% | Trim |
| 47 | AAPL | Apple Inc | -0.5% | -3.05% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | -68.09% | Trim |
| 49 | CCJ | Cameco CORP | — | EXIT | Sold out |
| 50 | TSLA | Tesla Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wright Wealth LLC reported a total U.S. public equity portfolio value of $166.5M across 51 disclosed positions in Q1 2026.
During Q1 2026, Wright Wealth LLC's top holdings by market value included VGSH (12.0%)、RSSB (10.8%)、AAPL (6.9%). The largest single position, VGSH, represented 12.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
VZ
市值: $309.8K
Top Position Liquidated / Trimmed
CCJ
前期市值: $4.2M
In Q1 2026, Wright Wealth LLC made 61 total portfolio adjustments, initiating 3 new buys, adding to 21 positions, trimming 24 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.