Key facts
- Wright Wealth LLC reported 13f holdings report, stock holdings for Q1 2026.
- Reported holdings value: $149,474,732.
- 51 holdings are listed in this filing snapshot.
Wright Wealth LLC
Q1 2026 13F Holdings Report, Stock Holdings
- Holdings as of
- 31 Mar 2026
- Reported market value
- $149,474,732
- Reported holdings
- 51
- Top reported holdings
- VGSH RSSB AAPL AVIV VTIP DGRO GCC VEA FRDM AVUV NLY VOO
+8 more
IEFA RSSY RSST SPYM RSBT EMO GOOG UTG - What this filing covers
-
- Shows parsed Form 13F equity positions for Q1 2026, including reported market value and holding count.
- Use the holdings table for individual securities; Form 13F market value should not be treated as total AUM.
- SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
- Signature and title
- Timothy S. Benbow - Chief Compliance Officer
- Location
- Atlanta, GA
- Filing time
- 15 May 2026, 09:07:27 UTC
- Form type
- 13F-HR
- Previous filing
- Q4 2025 - 13 Feb 2026
- SEC filing
- View on sec.gov
Portfolio snapshot
1 fact
Manager identity
2 facts
SEC evidence
4 facts
Wright Wealth LLC Q1 2026 Portfolio
Key filing fact
Wright Wealth LLC reported $149,474,732 across 51 holdings in Q1 2026.
Change
- Previous comparable filing: Q4 2025.
- Value moved from $153,389,957 to $149,474,732.
Research use
- This filing-level page explains what the portfolio report tells you before the holdings table.
- You can cite quarter, value, and filing timestamp directly from SEC-linked data.
Evidence
Backed by Form 13F
See Original Filing
Portfolio-level numbers on this page come from the original SEC Form 13F filing.
13F holdings
Reported holdings
Security, weight, value, share count, and activity in one filing-backed table.
Holdings
51
Value
$149,474,732
Period
Q1 2026
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value change | Reported value | Reported price | Shares | Principal |
|---|
This view compares filing 2026 Q1 with 2025 Q4. Changes are calculated against the previous SEC filing.
Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* indicates a reported price that failed the local validity check.
* indicates a reported price that failed the local validity check.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Timothy S. Benbow | Chief Compliance Officer | Atlanta, Georgia | 15 May 2026 |
Other Included Managers (1):
| Num | Name | Location | File Number |
|---|---|---|---|
| 1 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | Seattle, WA | 028-04558 |