DOSSIER · 13F-HR · Q1 2026

Wright Wealth LLC

$149M in tracked AUM across 69 positions as of Q1 2026.

WW
CIK 0002046147 · last filed Mar 31, 2026
Total AUM
$149M
as of Q1 2026
Holdings
69
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Wright Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGSH
VANGUARD SCOTTSDALE FDS
$18M305K12.0%
02
RSSB
TIDAL TRUST II
$16M594K10.8%
03
AAPL
APPLE INC
$10M41K6.9%
04
AVIV
AMERICAN CENTY ETF TR
$9M120K6.0%
05
VTIP
VANGUARD MALVERN FDS
$9M174K5.8%
06
DGRO
ISHARES TR
$8M116K5.5%
07
GCC
WISDOMTREE TR
$7M302K4.8%
08
VEA
VANGUARD TAX-MANAGED FDS
$7M108K4.6%
09
FRDM
EA SERIES TRUST
$7M123K4.5%
10
AVUV
AMERICAN CENTY ETF TR
$7M59K4.4%

Filing history

2026Q1Mar 31
$149M 2.6%
69 positionsView →
2025Q4Dec 31
$153M
85 positionsView →