Kathleen S. Wright Associates Inc.

Q3 2025 13F Holdings

  • Location
    pittsburgh, PA
  • Num holdings

    256

  • Value ($000)

    $269,651

  • Date Filed
    10/10/2025
  • Form type
    13F-HR
  • CIK
    0001908433
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

&P 500 ETF SHS
922908363
$28.95M
11 %

47,275

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

L B NEW
084670702
$21.48M
8 %

42,718

M
MOAT

VANECK ETF TRUST

RNGSTR WDE MOAT
92189F643
$16.67M
6 %

168,156

S
SGOV

ISHARES TR

-3 MNTH TREASRY
46436E718
$13.48M
5 %

133,816

V
VUG

VANGUARD INDEX FDS

ROWTH ETF
922908736
$11.33M
4 %

23,620

V
VO

VANGUARD INDEX FDS

ID CAP ETF
922908629
$9.31M
4 %

31,693

E
EES

WISDOMTREE TR

S SMALLCAP FUND
97717W562
$7.49M
3 %

134,121

V
VTI

VANGUARD INDEX FDS

OTAL STK MKT
922908769
$7.26M
3 %

22,129

V
VIGI

VANGUARD WHITEHALL FDS

NTL DVD ETF
921946810
$7.15M
3 %

79,851

S
SCHF

SCHWAB STRATEGIC TR

NTL EQTY ETF
808524805
$6.39M
2 %

274,365

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