§ 13F · FUND PROFILE
Wright Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 69Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$749K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VGSH | VANGUARD SCOTTSDALE FDS | 305K | $18M | 12.0% | +3% |
| 2 | RSSB | TIDAL TRUST II | 594K | $16M | 10.8% | +8% |
| 3 | AAPL | APPLE INC | 40K | $10M | 6.9% | −3% |
| 4 | AVIV | AMERICAN CENTY ETF TR | 120K | $9M | 6.0% | +1% |
| 5 | VTIP | VANGUARD MALVERN FDS | 174K | $9M | 5.8% | +5% |
| 6 | DGRO | ISHARES TR | 116K | $8M | 5.5% | +6% |
| 7 | GCC | WISDOMTREE TR | 302K | $7M | 4.8% | +4% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 108K | $7M | 4.6% | +6% |
| 9 | FRDM | EA SERIES TRUST | 123K | $7M | 4.5% | −3% |
| 10 | AVUV | AMERICAN CENTY ETF TR | 59K | $7M | 4.4% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WRIGHT SIGNAL
AC read
Wright Wealth LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed