Long-term investor
Wright Wealth LLC @wrightwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002046147).
Record
- Tracked since 2025-12-31 (250 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year n/a · all +9.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- RSSB · 11.4% · long · since 2025-12-31
- VGSH · 11.2% · long · since 2025-12-31
- AAPL · 7.0% · long · since 2025-12-31
- AVIV · 5.8% · long · since 2025-12-31
- DGRO · 5.7% · long · since 2025-12-31
- VTIP · 5.5% · long · since 2025-12-31
- FRDM · 4.9% · long · since 2025-12-31
- VEA · 4.9% · long · since 2025-12-31
- AVUV · 4.5% · long · since 2025-12-31
- GCC · 4.3% · long · since 2025-12-31
- VOO · 4.2% · long · since 2025-12-31
- NLY · 4.1% · long · since 2025-12-31