Wright Wealth LLC
CIK 0002046147 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$166.5M
2026 Q2
Positions
54
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
RSSB
TIDAL TRUST II
11.4%
VGSH
VANGUARD SCOTTSDALE FDS
11.2%
AAPL
APPLE INC
7.0%
AVIV
AMERICAN CENTY ETF TR
5.8%
DGRO
ISHARES TR
5.7%
VTIP
VANGUARD MALVERN FDS
5.5%
FRDM
EA SERIES TRUST
4.9%
VEA
VANGUARD TAX-MANAGED FDS
4.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.