Wright Wealth LLC

CIK 0002046147 · Q2 2026

13F Equity AUM

$166.5M

+11.4% QoQ

Positions

+3 QoQ

AUM Rank

#6,816

Top 78%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 41.1%Top 10: 65.2%Top 20: 90.1%

RSSB11.4%

VGSH11.2%

AAPL7.0%

AVIV5.8%

DGRO5.7%

VTIP5.5%

FRDM4.9%

VEA4.9%

AVUV4.5%

GCC4.3%

Others (44)34.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.5%

Technology7.8%

Real Estate4.3%

Communication Services3.0%

Fund2.9%

Other2.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 54Median: 0.42%Avg: 1.85%

0–0.5%

28(5.4%)

0.5–1%

5(3.4%)

1–3%

8(14.6%)

3–5%

7(30.0%)

5%+

6(46.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 54vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased22Decreased18Exited0

New Positions

GLW0.2%

+1K

SHY0.1%

+3K

6RJ00.1%

+2K

Increased

RSSB11.4%

+21K(+4%)

NLY4.1%

+18K(+6%)

JPC1.0%

+16K(+8%)

VGSH11.2%

+15K(+5%)

GCC4.3%

+13K(+4%)

DGRO5.7%

+9K(+8%)

VTIP5.5%

+8K(+5%)

VEA4.9%

+6K(+5%)

RSBT1.6%

+5K(+4%)

AVIV5.8%

+5K(+4%)

Decreased

FRDM4.9%

-10,539(-9%)

RSSY2.9%

-3,785(-2%)

EMXC0.6%

-2,013(-18%)

SIVR0.1%

-985(-20%)

RSST2.8%

-907(-1%)

WMT0.2%

-671(-18%)

LRGF0.1%

-450(-13%)

EFV0.3%

-145(-2%)

NTSX0.6%

-131(-1%)

T0.1%

-109(-1%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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