13F Filings History of Wright Wealth LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
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 $149,474,732 for Q1 2026. Top reported holdings included VGSH, RSSB, AAPL, AVIV, and VTIP.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Timothy S. Benbow - Chief Compliance Officer
Manager location
Atlanta, GA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$149,474,732
Quarter delta
-$3,915,225
Accepted
15 May 2026, 09:07
Rows shown
1-2 of 2
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
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
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