Wright Wealth LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,524
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 54 | 166,524 | 13F-HR | Wright Wealth LLC |
| Q1 2026 | 5/15/2026 | 51 | 149,475 | 13F-HR | Wright Wealth LLC |
| Q4 2025 | 2/13/2026 | 61 | 153,390 | 13F-HR | Wright Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.27 K | 47.0% | 3.939 K | 0 | 3.939 K |
| ETFs | 88.26 K | 53.0% | 13.11 K | 0 | 13.11 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
166,524
Holdings
54
QoQ value change ($000)
17,049
(11.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.