13F Insight
DOSSIER · 13F-HR · Q3 2025

Kathleen S. Wright Associates Inc.

$270M in tracked AUM across 256 positions as of Q3 2025.

KS
CIK 0001908433 · last filed Sep 30, 2025
Total AUM
$270M
as of Q3 2025
Holdings
256
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Kathleen S. Wright Associates Inc. filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$29M47K10.7%02
BRK/B
BERKSHIRE HATHAWAY INC DEL
$25M49K9.1%03
MOAT
VANECK ETF TRUST
$17M168K6.2%04
SGOV
ISHARES TR
$13M134K5.0%05
VUG
VANGUARD INDEX FDS
$11M24K4.2%06
VO
VANGUARD INDEX FDS
$9M32K3.5%07
EES
WISDOMTREE TR
$7M134K2.8%08
VTI
VANGUARD INDEX FDS
$7M22K2.7%09
VIGI
VANGUARD WHITEHALL FDS
$7M80K2.7%10
AXP
AMERICAN EXPRESS CO
$7M20K2.4%

Filing history

2025Q3Sep 30
$270M▲ 5.2%
256 positionsView →2025Q2Jun 30
$256M▲ 5.9%
265 positionsLocked2025Q1Mar 31
$242M▲ 0.8%
273 positionsLocked2024Q4Dec 31
$240M▼ 0.9%
298 positionsLocked2024Q3Sep 30
$242M▲ 11.3%
330 positionsLocked2024Q2Jun 30
$218M▲ 2.6%
257 positionsLocked2024Q1Mar 31
$212M▲ 8.0%
267 positionsLocked2023Q4Dec 31
$197M▲ 10.0%
294 positionsLocked2023Q3Sep 30
$179M▲ 13.9%
289 positionsLocked2023Q2Jun 30
$157M▲ 3.0%
167 positionsLocked2023Q1Mar 31
$152M▲ 3.2%
163 positionsLocked2022Q4Dec 31
$148M▲ 19.7%
206 positionsLocked
Showing 12 of 16