Wright Wealth LLC
Wright Wealth LLC reported 54 positions worth $166.5M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: RSSB (11.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RSSB | SH | $18.9M | 11.37% | 615,409 | — | — | |
| ▸ 2 | VGSH | SH | $18.7M | 11.21% | 320,794 | — | — | |
| ▸ 3 | AAPL | SH | $11.7M | 7.03% | 40,455 | — | — | |
| ▸ 4 | AVIV | SH | $9.7M | 5.81% | 124,968 | — | — | |
| ▸ 5 | DGRO | SH | $9.5M | 5.72% | 125,618 | — | — | |
| ▸ 6 | VTIP | SH | $9.1M | 5.49% | 181,857 | — | — | |
| ▸ 7 | FRDM | SH | $8.2M | 4.93% | 112,571 | — | — | |
| ▸ 8 | VEA | SH | $8.1M | 4.88% | 114,160 | — | — | |
| ▸ 9 | AVUV | SH | $7.4M | 4.46% | 59,505 | — | — | |
| ▸ 10 | GCC | SH | $7.1M | 4.29% | 315,373 | — | — |
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Frequently Asked Questions
What stocks does Wright Wealth LLC hold as of Q2 2026?
Wright Wealth LLC reported 54 positions worth $166.5M in its Q2 2026 13F filing. Largest positions: RSSB (11.4%), VGSH (11.2%), AAPL (7.0%), AVIV (5.8%) and DGRO (5.7%).
What did Wright Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wright Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.