account_balance

Investment manager · 13F filer · SEC CIK 2046147

Wright Wealth LLC

Reported value$174Mas of Sep 30, 2026
Positions51 3 new, 6 sold out
Top 10 weight65.4%RSSB alone is 11%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RSSB Tidal Trust II 11.2% Added +6%
VGSH Vanguard Scottsdale FDS 9.6% Trimmed −10%
AAPL Apple Inc. 7.8% Held
AVIV American Centy ETF Tr 6.1% Added +6%
DGRO iShares Tr 5.8% Added +7%
VTIP Vanguard Malvern FDS 5.5% Added +6%
VEA Vanguard Tax-Managed FDS 5.1% Added +10%
GCC Wisdomtree Tr 5.1% Added +4%
FRDM Ea Series Trust 4.8% Added +7%
VOO Vanguard Index FDS 4.5% Added +10%
AVUV American Centy ETF Tr 4.2% Added +5%
NLY Annaly Capital Management Inc 3.6% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 29, 2026 filing
add_circleNew
arrow_upwardAdded
  • SHY +1153%
  • JPC +13%
  • VEA +10%
  • VOO +10%
arrow_downwardTrimmed
  • VGSH −10%
  • MSFT −6%
  • VIG −4%
  • EFV −3%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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