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Timothy S. Benbow

Wright Wealth Llc

Assets Managed
$149.475M
Holdings
51
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
-2.55%(2Q avg: -1.27%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wright Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 51 positions.

Assets under management

The assets under management (AUM) of Wright Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 149.475M in assets, with a quarterly growth rate of -2.55% and a 2-quarter average growth rate of -1.27%. The portfolio is managed by Timothy S. Benbow, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 3.13%
11.96%
$17.876M
305,366 shares@ $58.54 avg price
RSSB
Return Stacked Gbl Stk B Etf
Recent Activity
Increased 7.95%
10.82%
$16.166M
594,133 shares@ $27.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.04%
6.89%
$10.293M
40,557 shares@ $253.79 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Increased 1.38%
6.02%
$8.99M
120,142 shares@ $74.83 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Increased 4.77%
5.8%
$8.667M
173,510 shares@ $49.96 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 6.09%
5.46%
$8.15M
116,124 shares@ $70.18 avg price
GCC
Wisdomtree Enhanced Commodit
Recent Activity
Increased 3.81%
4.84%
$7.233M
302,130 shares@ $23.95 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 5.83%
4.65%
$6.949M
108,449 shares@ $64.09 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -2.82%
4.51%
$6.728M
123,110 shares@ $54.65 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 3.1%
4.36%
$6.503M
58,870 shares@ $110.48 avg price

1-10 of 51