Kathleen S. Wright Associates Inc. 13F Holdings · last filed Q3 2025
Kathleen S. Wright Associates Inc. reported 235 securities worth $269.65M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: VOO (10.74%), BRKB (9.13%), MOAT (6.18%). Among its top 25 positions this quarter: 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.0M | 10.74% | 47,275 | Added |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $24.6M | 9.13% | 48,969 | Trimmed |
| 3 | MOAT | VANECK ETF TRUST | $16.7M | 6.18% | 168,156 | Added |
| 4 | SGOV | ISHARES TR | $13.5M | 5.00% | 133,816 | Trimmed |
| 5 | VUG | VANGUARD INDEX FDS | $11.3M | 4.20% | 23,620 | Added |
| 6 | VO | VANGUARD INDEX FDS | $9.3M | 3.45% | 31,693 | Added |
| 7 | EES | WISDOMTREE TR | $7.5M | 2.78% | 134,121 | Trimmed |
| 8 | VTI | VANGUARD INDEX FDS | $7.3M | 2.69% | 22,129 | Added |
| 9 | VIGI | VANGUARD WHITEHALL FDS | $7.2M | 2.65% | 79,851 | Added |
| 10 | AXP | AMERICAN EXPRESS CO | $6.6M | 2.44% | 20,083 | Trimmed |
| 11 | SCHF | SCHWAB STRATEGIC TR | $6.4M | 2.37% | 274,365 | Added |
| 12 | USMV | ISHARES TR | $6.1M | 2.26% | 63,955 | Added |
| 13 | SCHC | SCHWAB STRATEGIC TR | $5.8M | 2.14% | 127,093 | Added |
| 14 | BN | BROOKFIELD CORP | $5.6M | 2.07% | 81,634 | Trimmed |
| 15 | QVAL | EA SERIES TRUST | $4.9M | 1.82% | 105,374 | Trimmed |
| 16 | VB | VANGUARD INDEX FDS | $3.9M | 1.44% | 15,224 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $3.7M | 1.38% | 17,867 | Added |
| 18 | HTRB | HARTFORD FDS EXCHANGE TRADED | $3.5M | 1.31% | 102,738 | Added |
| 19 | DFUS | DIMENSIONAL ETF TRUST | $3.5M | 1.30% | 48,342 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $3.1M | 1.14% | 13,862 | Trimmed |
| 21 | IVV | ISHARES TR | $3.0M | 1.12% | 4,520 | Trimmed |
| 22 | SCHR | SCHWAB STRATEGIC TR | $2.8M | 1.03% | 110,723 | Added |
| 23 | V | VISA INC | $2.7M | 0.99% | 7,727 | Hold |
| 24 | MKL | MARKEL GROUP INC | $2.7M | 0.98% | 1,378 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $2.6M | 0.96% | 10,639 | Added |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR