Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RSSBTidal Trust II | $18.9M | 11.4% | +3.6% |
| VGSHVanguard Scottsdale Fds | $18.7M | 11.2% | +5.1% |
| AAPLApple Inc | $11.7M | 7.0% | |
| AVIVAmerican Centy Etf Tr | $9.7M | 5.8% | +4.0% |
| DGROIshares Tr | $9.5M | 5.7% | +8.2% |
| VTIPVanguard Malvern Fds | $9.1M | 5.5% | +4.8% |
| FRDMEa Series Trust | $8.2M | 4.9% | −8.6% |
| VEAVanguard Tax-managed Fds | $8.1M | 4.9% | +5.3% |
| AVUVAmerican Centy Etf Tr | $7.4M | 4.5% | +1.1% |
| GCCWisdomtree Tr | $7.1M | 4.3% | +4.4% |
| VOOVanguard Index Fds | $6.9M | 4.2% | +9.8% |
| NLYAnnaly Capital Management In | $6.8M | 4.1% | +6.2% |
| IEFAIshares Tr | $5.3M | 3.2% | |
| RSSYTidal Trust II | $4.9M | 2.9% | −1.9% |
| RSSTTidal Trust II | $4.6M | 2.8% | |
| SPYMSpdr Series Trust | $3.8M | 2.3% | +2.2% |
| RSBTTidal Trust II | $2.7M | 1.6% | +3.9% |
| GOOGAlphabet Inc | $2.5M | 1.5% | |
| EMOClearbridge Energy Midstream | $2.0M | 1.2% | |
| GOOGLAlphabet Inc | $1.9M | 1.2% | |
| UTGReaves Util Income Fd | $1.8M | 1.1% | |
| JPCNuveen Pfd & Income Opportun | $1.7M | 1.0% | +8.2% |
| NTSXWisdomtree Tr | $1.0M | 0.6% | |
| SUBIshares Tr | $1.0M | 0.6% | +11.3% |
| EMXCIshares Inc | $955K | 0.6% | −17.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FRDMEa Series Trust | December 31, 2025 | +42.2% | $8.2M |
| EMXCIshares Inc | December 31, 2025 | +40.8% | $955K |
| BHPBhp Billiton Limited | December 31, 2025 | +38.0% | $396K |
| RSSYTidal Trust II | December 31, 2025 | +32.9% | $4.9M |
| AVUVAmerican Centy Etf Tr | December 31, 2025 | +22.3% | $7.4M |
| WELLWelltower Inc | December 31, 2025 | +22.3% | $289K |
| RIORio Tinto PLC | December 31, 2025 | +18.6% | $351K |
| Dimensional Etf TrustCUSIP 25434V815 | December 31, 2025 | +17.9% | $645K |
| RSSTTidal Trust II | December 31, 2025 | +15.3% | $4.6M |
| DNNDenison Mines Corp | December 31, 2025 | +15.0% | $611K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.2% | +14.8% |
| March 31, 2026 | +1.3% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wright Wealth LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2046147&type=13F-HR&dateb=&owner=include&count=40CIK 2046147
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2046147/000208585326000898/Filed July 29, 2026 · accession 0002085853-26-000898