Kathleen S. Wright Associates Inc.

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

40

40

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.