Wright Wealth LLC - Portfolio overview

Wright Wealth LLC has 51 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Real Estate.

Largest reported holdings by portfolio allocation

1. VGSH - VANGUARD SCOTTSDALE FDS, 12.29%
2. RSSB - TIDAL TRUST II, 11.11%
3. AAPL - APPLE INC, 7.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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