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Home > Institutional Investor > Wright Wealth Llc > Profile

Instuitional Investor - Wright Wealth Llc

Fund Profile
Filing Period:
Fund Name: Wright Wealth Llc
Portfolio Value $173,587,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tidal Trust Ii
 653,153 $19,388,835 11.17%
2.
Vanguard Scottsdale Funds
 VCIT 289,749 $16,677,976 9.61%
3.
Apple Inc.
 AAPL 40,459 $13,473,798 7.76%
4.
American Centy Etf Tr
 132,123 $10,520,948 6.06%
5.
Ishares Tr
 134,051 $10,106,092 5.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.