StockDriftsStockDriftsTop 50 Wright Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSSB | TIDAL TRUST II | 11.37% | 615.4K | $18.9M | +3.58%(+21.28K) | $28.13(+11.01%) | 2026-06-30 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.21% | 320.8K | $18.7M | +5.05%(+15.43K) | $58.76(-1.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.03% | 40.5K | $11.7M | -0.25%(-102) | $263.24(+16.50%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 5.81% | 125.0K | $9.7M | +4.02%(+4.83K) | $69.60(+18.87%) | 2026-06-30 | |
| DGRO | ISHARES TR | 5.72% | 125.6K | $9.5M | +8.18%(+9.49K) | $69.08(+15.60%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 5.49% | 181.9K | $9.1M | +4.81%(+8.35K) | $50.03(-0.68%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 4.93% | 112.6K | $8.2M | -8.56%(-10.54K) | $47.79(+40.51%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.88% | 114.2K | $8.1M | +5.27%(+5.71K) | $61.58(+18.53%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.46% | 59.5K | $7.4M | +1.08%(+635) | $101.09(+26.10%) | 2026-06-30 | |
| GCC | WISDOMTREE TR | 4.29% | 315.4K | $7.1M | +4.38%(+13.24K) | $21.40(+17.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +11.31% |
Wright Wealth LLC reports $166.52M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are RSSB (11.4%), VGSH (11.2%) and AAPL (7.0%). The top 20 holdings account for 90.16% of reported assets. Its disclosed equity book has returned +10.04% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wright Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2046147). View Wright Wealth LLC’s 13F filings on SEC