Wright Wealth LLC
CIK: 0002046147SEC EDGAR →
Portfolio Value
$153.4M
Holdings
61
As of
Q4 2025
New Positions
61
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | 296,109 | $17.4M | 11.34% |
| 2 | TIDAL TRUST II | 550,427 | $15.5M | 10.09% |
| 3 | APPLE INC | 41,832 | $11.4M | 7.41% |
| 4 | AMERICAN CENTY ETF TR | 118,518 | $8.4M | 5.50% |
| 5 | VANGUARD MALVERN FDS | 165,620 | $8.2M | 5.34% |
| 6 | ISHARES TR | 109,463 | $7.6M | 4.95% |
| 7 | EA SERIES TRUST | 126,685 | $6.5M | 4.23% |
| 8 | VANGUARD TAX-MANAGED FDS | 102,480 | $6.4M | 4.17% |
| 9 | WISDOMTREE TR | 291,065 | $6.2M | 4.01% |
| 10 | VANGUARD INDEX FDS | 9,340 | $5.9M | 3.82% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 28 | $107.1M | 69.9% |
| Technology | 7 | $16.5M | 10.7% |
| Communication Services | 4 | $9.5M | 6.2% |
| Unknown | 4 | $9.1M | 6.0% |
| Real Estate | 2 | $5.4M | 3.5% |
| Consumer Cyclical | 4 | $2.0M | 1.3% |
| Energy | 3 | $1.1M | 0.7% |
| Basic Materials | 3 | $805K | 0.5% |
| Consumer Defensive | 2 | $684K | 0.4% |
| Utilities | 2 | $646K | 0.4% |
| Healthcare | 2 | $362K | 0.2% |