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
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| RSSB | TIDAL TRUST II | 615,409 | $19M | 11.4% |
| VGSH | VANGUARD SCOTTSDALE FDS | 320,794 | $19M | 11.2% |
| AAPL | APPLE INC | 40,455 | $12M | 7.0% |
| AVIV | AMERICAN CENTY ETF TR | 124,968 | $10M | 5.8% |
| DGRO | ISHARES TR | 125,618 | $10M | 5.7% |
| VTIP | VANGUARD MALVERN FDS | 181,857 | $9M | 5.5% |
| FRDM | EA SERIES TRUST | 112,571 | $8M | 4.9% |
| VEA | VANGUARD TAX-MANAGED FDS | 114,160 | $8M | 4.9% |
| AVUV | AMERICAN CENTY ETF TR | 59,505 | $7M | 4.5% |
| GCC | WISDOMTREE TR | 315,373 | $7M | 4.3% |
Track Wright Wealth's 13F portfolio: $167M in reported holdings, 54 positions. Top holdings and quarterly changes on SentiSense.
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