Institutional Fund
Wright Wealth LLC
Atlanta, GACIK 20461472 filings on record
Portfolio Value
$149.47M
Q1 2026
Holdings
51
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.6%
from $153.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds12.0%
- Tidal Trust II10.8%
- Apple Inc6.9%
- American Centy ETF Tr6.0%
- Vanguard Malvern Fds5.8%
- Ishares Tr5.5%
- Other53.1%
Portfolio Holdings
51 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 305.4K | $17.88M | 12.0% | +9.3K | Added |
| 2 | Tidal Trust II | 594.1K | $16.17M | 10.8% | +43.7K | Added |
| 3 | Apple Inc | 40.6K | $10.29M | 6.9% | −1.3K | Reduced |
| 4 | American Centy ETF Tr | 120.1K | $8.99M | 6.0% | +1.6K | Added |
| 5 | Vanguard Malvern Fds | 173.5K | $8.67M | 5.8% | +7.9K | Added |
| 6 | Ishares Tr | 116.1K | $8.15M | 5.5% | +6.7K | Added |
| 7 | Wisdomtree Tr | 302.1K | $7.23M | 4.8% | +11.1K | Added |
| 8 | Vanguard Tax-Managed Fds | 108.4K | $6.95M | 4.6% | +6.0K | Added |
| 9 | Ea Series Trust | 123.1K | $6.73M | 4.5% | −3.6K | Reduced |
| 10 | American Centy ETF Tr | 58.9K | $6.50M | 4.4% | +1.8K | Added |
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