Wright Wealth

$167M 13F equity value
54 Holdings
Quarter ended June 30, 2026

The latest 13F on file for Wright Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.

Top Holdings

TickerCompanySharesValueWeight
RSSBTIDAL TRUST II615,409$19M11.4%
VGSHVANGUARD SCOTTSDALE FDS320,794$19M11.2%
AAPLAPPLE INC40,455$12M7.0%
AVIVAMERICAN CENTY ETF TR124,968$10M5.8%
DGROISHARES TR125,618$10M5.7%
VTIPVANGUARD MALVERN FDS181,857$9M5.5%
FRDMEA SERIES TRUST112,571$8M4.9%
VEAVANGUARD TAX-MANAGED FDS114,160$8M4.9%
AVUVAMERICAN CENTY ETF TR59,505$7M4.5%
GCCWISDOMTREE TR315,373$7M4.3%

Track Wright Wealth's 13F portfolio: $167M in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.

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