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Wright Wealth LLC

Updated 7 days ago

Managed by Wright Wealth Llc • Latest filing Q3 2026

Portfolio value
$173.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$153.4M
Q1 2026$149.5M
Q2 2026$166.5M
Q3 2026$173.6M

Top holdings

69 positions as of Q3 2026

View filing
?
1.N/A

TIDAL TRUST II

Value
$19.4M
Shares
653.2K
% Port
11.17%
V

VANGUARD SCOTTSDALE FDS

Value
$16.7M
Shares
289.7K
% Port
9.61%
A

APPLE INC

Value
$13.4M
Shares
40.3K
% Port
7.73%
?
4.N/A

AMERICAN CENTY ETF TR

Value
$10.5M
Shares
132.1K
% Port
6.06%
E

ISHARES TR

Value
$10.1M
Shares
134.1K
% Port
5.82%
V

VANGUARD MALVERN FDS

Value
$9.5M
Shares
193.4K
% Port
5.48%
V

VANGUARD TAX-MANAGED FDS

Value
$8.9M
Shares
125.8K
% Port
5.12%
B

WISDOMTREE TR

Value
$8.8M
Shares
329.5K
% Port
5.06%
F

EA SERIES TRUST

Value
$8.4M
Shares
120.1K
% Port
4.84%
V

VANGUARD INDEX FDS

Value
$7.8M
Shares
11.1K
% Port
4.47%
M

AMERICAN CENTY ETF TR

Value
$7.4M
Shares
62.5K
% Port
4.24%
N

ANNALY CAPITAL MANAGEMENT IN

Value
$6.2M
Shares
327.4K
% Port
3.56%
E

ISHARES TR

Value
$5.4M
Shares
55.3K
% Port
3.09%
?
14.N/A

TIDAL TRUST II

Value
$5.2M
Shares
147.9K
% Port
3.02%
?
15.N/A

TIDAL TRUST II

Value
$5.1M
Shares
196.2K
% Port
2.96%
S

SPDR SERIES TRUST

Value
$3.9M
Shares
42.9K
% Port
2.22%
B

ISHARES TR

Value
$3.1M
Shares
38.7K
% Port
1.81%
?
18.N/A

TIDAL TRUST II

Value
$2.9M
Shares
148.2K
% Port
1.66%
G

ALPHABET INC

Value
$2.4M
Shares
7.2K
% Port
1.41%
E

CLEARBRIDGE ENERGY MIDSTREAM

Value
$1.9M
Shares
38.7K
% Port
1.12%

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