Wright Wealth
Wright Wealth reported 51 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are RSSB (11.2%), VGSH (9.6%) and AAPL (7.8%). Compared with Q2 2026, the fund opened new positions in XOM, PFE and VT, added to RSSB, AVIV and DGRO, trimmed VGSH, SPYM and EMO and sold out of XOM, GLW and DUK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSSB Tidal Trust II | $19.4M | 11.2% | 653K | +38K (+6%) | 4 of 4 | |
| 2 |  VGSH Vanguard Scottsdale Fds | $16.7M | 9.6% | 290K | −31K (−10%) | 4 of 4 | |
| 3 |  AAPL Apple Inc | $13.5M | 7.8% | 40K | No change | 4 of 4 | |
| 4 |  AVIV American Centy ETF TR | $10.5M | 6.1% | 132K | +7,155 (+6%) | 4 of 4 | |
| 5 |  DGRO Ishares TR | $10.1M | 5.8% | 134K | +8,433 (+7%) | 4 of 4 | |
| 6 |  VTIP Vanguard Shrt Inf Prot | $9.5M | 5.5% | 193K | +12K (+6%) | 4 of 4 | |
| 7 |  VEA Vanguard Tax-Managed Fds | $8.9M | 5.1% | 126K | +12K (+10%) | 4 of 4 | |
| 8 |  GCC Wisdomtree TR | $8.8M | 5.1% | 330K | +14K (+4%) | 4 of 4 | |
| 9 |  FRDM Freedom 100 Emerging Markets ETF | $8.4M | 4.8% | 120K | +7,530 (+7%) | 4 of 4 | |
| 10 |  VOO Vanguard S&P 500 ETF | $7.8M | 4.5% | 11K | +977 (+10%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $886K | 6,483 |
DIMENSIONAL ETF TRUST | $645K | 17K |
 GLW Corning Inc | $296K | 1,158 |
 DUK Duke Energy Corp New | $231K | 1,827 |
 SIVR Abrdn Silver ETF Trust | $215K | 3,826 |
🔒 Free account: see all 7.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 29, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wright Wealth 13F FAQ
What does Wright Wealth own?
Wright Wealth reported 51 stocks worth $174M in its 13F filing for Q3 2026, filed Oct 29, 2026. Its largest holdings are RSSB (11.2%), VGSH (9.6%) and AAPL (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Wright Wealth buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 18 added to, 18 trimmed and 7 sold out. New positions include XOM, PFE and VT. It sold all of XOM, GLW and DUK.
When will Wright Wealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Wright Wealth's portfolio worth?
The Q3 2026 filing reports $174M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.