Wright Wealth

$174M 13F equity value
57 Holdings
Quarter ended September 30, 2026

The latest 13F on file for Wright Wealth covers the quarter ended September 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 II653,153$19M11.2%
VGSHVANGUARD SCOTTSDALE FDS289,749$17M9.6%
AAPLAPPLE INC40,459$13M7.8%
AVIVAMERICAN CENTY ETF TR132,123$11M6.1%
DGROISHARES TR134,051$10M5.8%
VTIPVANGUARD MALVERN FDS193,422$10M5.5%
VEAVANGUARD TAX-MANAGED FDS125,844$9M5.1%
GCCWISDOMTREE TR329,527$9M5.1%
FRDMEA SERIES TRUST120,101$8M4.8%
VOOVANGUARD INDEX FDS11,061$8M4.5%

Track Wright Wealth's 13F portfolio: $174M in reported holdings, 57 positions. Top holdings and quarterly changes on SentiSense.

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