Wright Wealth LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Wright Wealth LLC reported 61 stock positions worth $153.4 million. Its top holding was Vanguard Short-Term Treasury (VGSH) at 11.3% of the portfolio, followed by RTRN Stack GLBL STK & BD ETF (RSSB, 10.1%) and Apple (AAPL, 7.4%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002046147
- Portfolio Value
- $153.4M (Q4 2025)
- SEC Filing
- 0001437749-26-004178 ↗ filed Feb 13, 2026
Holdings Value
Holdings 61 stocks · $153.4M
| VGSH Vanguard Short-Term Treasury | 11.34% | 296,109 | $17.4M | — |
| RSSB RTRN Stack GLBL STK & BD ETF | 10.09% | 550,427 | $15.5M | — |
| AAPL Apple Inc. | 7.41% | 41,832 | $11.4M | — |
| AVIV Avantis Intl LRG Cap Val ETF | 5.50% | 118,518 | $8.4M | — |
| VTIP Vanguard Short-Term Tips | 5.34% | 165,620 | $8.2M | — |
| DGRO iShares Core Dividend Growth | 4.95% | 109,463 | $7.6M | — |
| FRDM Freedom 100 Emeging MRKT ETF | 4.23% | 126,685 | $6.5M | — |
| VEA Vanguard Ftse Developed ETF | 4.17% | 102,480 | $6.4M | — |
| GCC Wisdomtree Enhanced Commodit | 4.01% | 291,065 | $6.2M | — |
| VOO Vanguard S&P 500 ETF | 3.82% | 9,340 | $5.9M | — |
| AVUV Avantis US Small Cap Value | 3.80% | 57,104 | $5.8M | — |
| NLY Annaly Capital Management Inc. | 3.39% | 232,809 | $5.2M | — |
| IEFA iShares Core MSCI Eafe ETF | 3.16% | 54,173 | $4.8M | — |
| CCJ Cameco Corp. | 2.74% | 46,011 | $4.2M | — |
| RSST Return Stacked US SM FTR ETF | 2.62% | 141,720 | $4.0M | — |
| RSSY Return Stacked US S&F YD ETF | 2.29% | 183,326 | $3.5M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.77% | 33,903 | $2.7M | — |
| GOOG Alphabet Inc. Class C | 1.70% | 8,291 | $2.6M | — |
| RSBT RTRN STCK BNDS & MNG Futures | 1.60% | 136,627 | $2.4M | — |
| GOOGL Alphabet Inc. Class A | 1.14% | 5,600 | $1.8M | — |
| MSFT Microsoft Corp. | 1.10% | 3,478 | $1.7M | — |
| UTG Reaves Utility Income Fund | 1.02% | 42,565 | $1.6M | — |
| JPC Nuveen Prefered & Income Opp | 0.91% | 172,985 | $1.4M | — |
| EMO Clearbridge Energy Midstream | 0.91% | 31,301 | $1.4M | — |
| NTSX Wisdomtree US Efficient Core | 0.83% | 23,367 | $1.3M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.80% | 16,976 | $1.2M | — |
| AMZN Amazon.com Inc. | 0.63% | 4,185 | $966K | — |
| T AT&T Inc. | 0.61% | 37,925 | $942K | — |
| SUB iShares Short-Term National | 0.59% | 8,482 | $905K | — |
| XOM Exxon Mobil Corp. | 0.54% | 6,819 | $821K | — |
| TSLA Tesla Inc. | 0.48% | 1,652 | $743K | — |
| SIVR Abrdn Physical Silver Shares | 0.45% | 10,106 | $684K | — |
| NVDA Nvidia Corp. | 0.42% | 3,483 | $650K | — |
| JPM JPMorgan Chase & Co. | 0.39% | 1,843 | $594K | — |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 2,476 | $544K | — |
| DNN Denison Mines Corp. | 0.35% | 200,200 | $533K | — |
| DFSV Dimensional US Small Cap Val | 0.32% | 15,128 | $498K | — |
| WMT Walmart Inc. | 0.31% | 4,312 | $480K | — |
| EFV iShares MSCI Eafe Value ETF | 0.29% | 6,151 | $439K | — |
| SO The Southern Co. | 0.27% | 4,721 | $412K | — |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.26% | 1,575 | $396K | — |
| IWF iShares Russell 1000 Growth | 0.25% | 805 | $381K | — |
| SPGI S&P Global Inc. | 0.22% | 638 | $333K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.20% | 3,751 | $300K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 963 | $285K | — |
| BHP BHP Group Ltd.-Spon ADR | 0.18% | 4,657 | $281K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 810 | $272K | — |
| LRGF iShares US Equity Factor ETF | 0.16% | 3,583 | $249K | — |
| PM Philip Morris International | 0.16% | 1,523 | $244K | — |
| WELL Welltower Inc. | 0.15% | 1,273 | $236K | — |
| DUK Duke Energy Corp. | 0.15% | 2,011 | $236K | — |
| ORCL Oracle Corp. | 0.15% | 1,160 | $226K | — |
| MDT Medtronic PLC | 0.15% | 2,340 | $225K | — |
| AEM Agnico Eagle Mines Ltd. | 0.15% | 1,322 | $224K | — |
| EPD Enterprise Products Partners | 0.14% | 6,802 | $218K | — |
| AXP American Express Co. | 0.14% | 567 | $210K | — |
| KO The Coca-Cola Co. | 0.13% | 2,937 | $205K | — |
| HD Home Depot Inc. | 0.13% | 588 | $202K | — |
| CRMD Cormedix Inc. | 0.09% | 11,905 | $138K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,541 | $138K | — |
| NXE Nexgen Energy Ltd. | 0.06% | 10,555 | $97K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.