Wright Wealth LLC
CIK 2046147 · Holdings on Jun 30, 2026 · First reported Jul 29, 2026
Top ten holdings
Q2 2026- RSSB11.37%
- VGSH11.21%
- AAPL7.03%
- AVIV5.81%
- DGRO5.72%
- VTIP5.49%
- FRDM4.93%
- VEA4.88%
- AVUV4.46%
- GCC4.29%
Share classes counted separately65.19%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGSHWeight decreased · -0.75 pp11.96% → 11.21%Shares +15.43K (+5.05%)
- GCCWeight decreased · -0.55 pp4.84% → 4.29%Shares +13.24K (+4.38%)
- RSSBWeight increased · +0.55 pp10.82% → 11.37%Shares +21.28K (+3.58%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSSBRTRN STACK GLBL STK & BD ETFRET STCKD GL STK View history and evidence | $18.93M | 11.37% | 615.41K shares | 10.82% → 11.37%+0.55 pp +21.28K (+3.58%) | Added | ▾ |
| 02 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $18.67M | 11.21% | 320.79K shares | 11.96% → 11.21%-0.75 pp +15.43K (+5.05%) | Added | ▾ |
| 03 | AAPLAPPLE INC View history and evidence | $11.71M | 7.03% | 40.45K shares | 6.89% → 7.03%+0.14 pp -102 (-0.25%) | Reduced | ▾ |
| 04 | AVIVAVANTIS INT LRG CAP VAL ETFINTERNATIONAL LR View history and evidence | $9.68M | 5.81% | 124.97K shares | 6.01% → 5.81%-0.20 pp +4.83K (+4.02%) | Added | ▾ |
| 05 | DGROISHARES CORE DIVIDEND GROWTHCORE DIV GRWTH View history and evidence | $9.52M | 5.72% | 125.62K shares | 5.45% → 5.72%+0.27 pp +9.49K (+8.18%) | Added | ▾ |
| 06 | VTIPVANGUARD SHORT-TERM TIPSSTRM INFPROIDX View history and evidence | $9.13M | 5.49% | 181.86K shares | 5.80% → 5.49%-0.31 pp +8.35K (+4.81%) | Added | ▾ |
| 07 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $8.21M | 4.93% | 112.57K shares | 4.50% → 4.93%+0.43 pp -10.54K (-8.56%) | Reduced | ▾ |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.13M | 4.88% | 114.16K shares | 4.65% → 4.88%+0.23 pp +5.71K (+5.27%) | Added | ▾ |
| 09 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $7.42M | 4.46% | 59.51K shares | 4.35% → 4.46%+0.11 pp +635 (+1.08%) | Added | ▾ |
| 10 | GCCWISDOMTREE ENHANCED COMMODITENHNCD CMMDTY ST View history and evidence | $7.14M | 4.29% | 315.37K shares | 4.84% → 4.29%-0.55 pp +13.24K (+4.38%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2046147 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 166524080
}Research all 54 reported holdings.
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