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CIK: 0002046147
Total reported value
$166.5M
$166.5M
61 檔
36.6%
According to the latest 13F quarterly dataset, Wright Wealth LLC managed an equity portfolio of $166.5M at the end of Q4 2025, spanning 61 distinct U.S. exchange-listed positions.
During Q4 2025, Wright Wealth LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 11.34% | -0.75% | — | |
| 2 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 10.09% | +0.55% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.41% | +0.14% | — | |
| 4 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 5.50% | -0.20% | — | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.34% | -0.31% | — | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-Other | 4.95% | +0.27% | — | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 4.23% | +0.43% | — | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.17% | +0.23% | — | |
| 9 | GCC | Wisdomtree Enhanced Commodit | ETF-Other | 4.01% | -0.55% | — | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.82% | +0.49% | — | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.80% | +0.11% | — | |
| 12 | NLY | Annaly Capital Management In | Stock-Real Estate | 3.39% | +0.03% | — | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.16% | -0.12% | — | |
| 14 | CCJ | Cameco CORP | Stock-Energy | 2.74% | — | — | |
| 15 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 2.62% | +0.08% | — | |
| 16 | RSSY | Return Stacked US S&f Yd ETF | ETF-Other | 2.29% | +0.03% | — | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | +0.12% | — | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.70% | +0.15% | — | |
| 19 | RSBT | Rtrn Stck Bnds & Mng Futures | ETF-Other | 1.60% | -0.10% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.12% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.03% | — | |
| 22 | UTG | Reaves Utility Income Fund | Stock-Other | 1.02% | -0.08% | — | |
| 23 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.91% | +0.01% | — | |
| 24 | EMO | Clearbridge Energy Midstream | Stock-Other | 0.91% | -0.21% | — | |
| 25 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.83% | +0.01% | — | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.80% | -0.03% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | — | — | |
| 28 | T | At&t Inc | Stock-Comm Services | 0.61% | -0.08% | — | |
| 29 | SUB | Ishares Short-term National | ETF-Other | 0.59% | — | — | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.21% | — | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | — | — | |
| 32 | SIVR | Abrdn Physical Silver Shares | ETF-Commodities | 0.45% | -0.10% | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.03% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | +0.01% | — | |
| 36 | DNN | Denison Mines CORP | Stock-Other | 0.35% | -0.10% | — | |
| 37 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.32% | — | — | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.10% | — | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.29% | -0.03% | — | |
| 40 | SO | Southern Co/the | Stock-Utilities | 0.27% | — | — | |
| 41 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.26% | — | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | -0.02% | — | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.22% | — | — | |
| 44 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.20% | -0.02% | — | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | +0.01% | — | |
| 46 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.18% | +0.01% | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | — | |
| 48 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 0.16% | -0.02% | — | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | — | — | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.15% | — | — |
According to official SEC Form 13F filings, Wright Wealth LLC reported a total U.S. public equity portfolio value of $166.5M across 61 disclosed positions in Q4 2025.
During Q4 2025, Wright Wealth LLC's top holdings by market value included VGSH (11.3%)、RSSB (10.1%)、AAPL (7.4%). The largest single position, VGSH, represented 11.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGSH, RSSB, AAPL) accounted for 36.6% of total reported equity market value during Q4 2025.
In Q4 2025, Wright Wealth LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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