Wright Wealth LLC
•CIK: 2046147•Filing: Q4 2025
**Wright Wealth LLC** manages $153M across a diversified portfolio of 61 positions. The fund exhibits significant allocations to fixed income and broad market exposure, notably holding VGSH at $17.4M and VOO at $5.9M. Key concentration areas include RSSB ($15.5M) and AAPL ($11.4M), suggesting a tactical blend of credit exposure and large-cap technology weighting. This structure indicates a disciplined, multi-asset approach within the current market cycle.
Total AUM
$153.4M
QoQ Performance
N/A
Positions
49
Top 10 Concentration
60.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VGSH
RSSB
AAPL
AVIV
VTIP
VGSH11.3%
RSSB10.1%
AAPL7.4%
AVIV5.5%
VTIP5.3%
DGRO5.0%
FRDM4.2%
VEA4.2%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.1%
Technology12.1%
ETF3.8%
Consumer1.6%
Communication0.6%
Energy0.5%
Financial0.5%
Utilities0.4%