Titelia

Holdings of Wright Wealth LLC

41 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 74.6 % of the equity sleeve

Sector breakdown

  • Technology 9.7 %
  • Funds 4.8 %
  • Communication 3.7 %
  • Energy 1.0 %
  • Financials 0.6 %
  • Materials 0.6 %
  • Consumer staples 0.6 %
  • Real estate 0.2 %
  • Utilities 0.2 %
  • Consumer discretionary 0.2 %
  • Unattributed 78.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • AU 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US40114.5M $99.70 %
2AU1346K $0.30 %

Positions

RankCompanySharesValueWeight
1Vanguard Scottsdale Funds 305,36617.9M $
2Apple Inc 40,55710.3M $
3Avantis International Large Cap Value ETF 120,1429M $
4Vanguard Malvern Funds 173,5108.7M $
5iShares Core Dividend Growth ETF 116,1248.1M $
6Vanguard FTSE Developed Markets ETF 108,4496.9M $
7Freedom 100 Emerging Markets E 123,1106.7M $
8American Century ETF Trust 58,8706.5M $
9Annaly Capital Management Inc 287,0496.1M $
10Vanguard S&P 500 ETF 9,1845.5M $
11iShares Core MSCI EAFE ETF 54,7425M $
12SPDR Series Trust 42,4533.2M $
13Return Stacked Bonds & Managed Futures ETF 136,1832.6M $
14ClearBridge Energy Midstream O 39,8492.1M $
15Alphabet Inc 7,2092.1M $
16Reaves Utility Income Fund 44,8051.8M $
17Alphabet Inc 5,4641.6M $
18Nuveen Preferred & Income Opportunities Fund 194,1791.5M $
19Exxon Mobil Corp 6,5301.1M $
20iShares Short-Term National Muni Bond ETF 8,766933.6K $
21Ishares Inc 11,351892.9K $
22VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,968638.3K $
23JPMorgan Chase & Co 1,803530.4K $
24iShares Trust 6,510484K $
25Walmart Inc 3,754466.5K $
26Microsoft Corp 1,110410.9K $
27BHP Group Ltd 4,757346K $
28Rio Tinto PLC 3,701345.3K $
29ABRDN SILVER ETF TRUST 4,811344.5K $
30AT&T Inc 11,229325.5K $
31Verizon Communications Inc 6,171309.8K $
32Welltower Inc 1,273251.7K $
33Enterprise Products Partners LP 6,450244.1K $
34Duke Energy Corp 1,820238.3K $
35iShares U.S. Equity Factor ETF 3,583236.5K $
36International Business Machines Corp. 940228K $
37NVIDIA Corp 1,294225.6K $
38Amazon.com Inc 1,047218K $
39Goldman Sachs Group Inc/The 251212.3K $
40Philip Morris International Inc. 1,283212.1K $
41iShares Russell 1000 Growth ETF 496211.3K $