Wright Wealth LLC portfolio

Latest available portfolio: Q3 2026 · Holdings as of 30 Sep 2026 · Filed 29 Oct 2026 ·

$173.59M

Full value: $173,587,215 · USD · 30 Sep 2026

in Form 13F holdings

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter	Holdings	SEC-reported value	Est. additions	Est. reductions	Est. net	Top Holdings	Form Type	Accepted by SEC
Q3 2026	51	$173,587,215	+$11,367,708	-$4,857,272	+$6,510,436	RSSB, VGSH, AAPL, AVIV, DGRO	13F-HR	29 Oct 2026, 16:50
Q2 2026	54	$166,524,080	+$6,297,956	-$1,369,556	+$4,928,400	RSSB, VGSH, AAPL, AVIV, DGRO	13F-HR	29 Jul 2026, 16:12
Q1 2026	51	$149,474,732	+$7,370,617	-$12,831,665	-$5,461,048	VGSH, RSSB, AAPL, AVIV, VTIP	13F-HR	15 May 2026, 09:07
Q4 2025	61	$153,389,957	$0	$0	$0	VGSH, RSSB, AAPL, AVIV, VTIP	13F-HR	13 Feb 2026, 17:13

Showing 1-4 of 4 filings.

Manager details and filing context

Latest 13F filing: Q3 2026 - 29 Oct 2026
Latest reported 13F value: $173,587,215
Largest 13F holdings: RSSB VGSH AAPL AVIV DGRO VTIP VEA GCC FRDM VOO AVUV NLY
+8 more
IEFA RSST RSSY SPYM SHY RSBT GOOG EMO
Form 13F summary: Wright Wealth LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Wright Wealth LLC reported 51 equity holdings with a total reported market value of $173,587,215 for Q3 2026. Top reported holdings included RSSB, VGSH, AAPL, AVIV, and DGRO.
Manager signature: Timothy S. Benbow - Chief Compliance Officer
Manager location: Atlanta, GA

Holdings Value