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

Kathleen S. Wright Associates Inc.

Kathleen S. Wright Associates's asset manager based in Omaha, NE — $270M in tracked AUM across 256 positions as of Q3 2025.

KS
Kathleen S. Wright Associates·Omaha, NE·Asset Manager
CIK 0001908433 · last filed Sep 30, 2025
Total AUM
$270M
▼ 8.3%
vs prior
Holdings
256
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Financials
13% weight
concentration
AI Analysis · Q3 2025 · 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

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