Wright Wealth LLC: 13F holdings

CIK 20461472026Q2

Positions54
Reported value$166.5m
Filed2026-07-29

Change since last quarter

Positions54 (+3 vs prior quarter)
Reported value$166.5m (+11.4%)

Top 10 holdings

SecuritySharesValueWeight
TIDAL TRUST II615,409$18.9m11.4%
VGSH VANGUARD SCOTTSDALE FDS320,794$18.7m11.2%
AAPL APPLE INC40,455$11.7m7.0%
AVIV AMERICAN CENTY ETF TR124,968$9.7m5.8%
DGRO ISHARES TR125,618$9.5m5.7%
VTIP VANGUARD MALVERN FDS181,857$9.1m5.5%
FRDM EA SERIES TRUST112,571$8.2m4.9%
VEA VANGUARD TAX-MANAGED FDS114,160$8.1m4.9%
AVUV AMERICAN CENTY ETF TR59,505$7.4m4.5%
GCC WISDOMTREE TR315,373$7.1m4.3%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2046147")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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