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Wright Wealth LLC

Portfolio Manager
Wright Wealth LLC
Performance
+1.26% (2026 Q1)
AUM (13F)
$149.47M
# of Holdings
51
Performance Rank
Allocation (Top 20)
89.78%

Wright Wealth LLC Holdings Map

Top 50 Wright Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGSH
VANGUARD SCOTTSDALE FDS
11.96%305.4K$17.9M
+3.13%(+9.26K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 296.1K shares2026-Q1: 305.4K shares
$58.79(-1.03%)
2026-03-31
RSSB
TIDAL TRUST II
10.82%594.1K$16.2M
+7.94%(+43.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 550.4K shares2026-Q1: 594.1K shares
$28.11(+6.24%)
2026-03-31
AAPL
APPLE INC
6.89%40.6K$10.3M
-3.05%(-1.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 41.8K shares2026-Q1: 40.6K shares
$263.24(+14.05%)
2026-03-31
AVIV
AMERICAN CENTY ETF TR
6.01%120.1K$9.0M
+1.37%(+1.62K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 118.5K shares2026-Q1: 120.1K shares
$69.38(+12.50%)
2026-03-31
VTIP
VANGUARD MALVERN FDS
5.8%173.5K$8.7M
+4.76%(+7.89K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 165.6K shares2026-Q1: 173.5K shares
$50.03(+0.70%)
2026-03-31
DGRO
ISHARES TR
5.45%116.1K$8.1M
+6.09%(+6.66K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 109.5K shares2026-Q1: 116.1K shares
$68.81(+6.61%)
2026-03-31
GCC
WISDOMTREE TR
4.84%302.1K$7.2M
+3.80%(+11.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 291.1K shares2026-Q1: 302.1K shares
$21.32(+20.19%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
4.65%108.4K$6.9M
+5.82%(+5.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 102.5K shares2026-Q1: 108.4K shares
$61.31(+12.67%)
2026-03-31
FRDM
EA SERIES TRUST
4.5%123.1K$6.7M
-2.82%(-3.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 126.7K shares2026-Q1: 123.1K shares
$47.79(+37.29%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
4.35%58.9K$6.5M
+3.09%(+1.77K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 57.1K shares2026-Q1: 58.9K shares
$100.92(+16.18%)
2026-03-31

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