Kathleen S. Wright Associates Inc.
CIK 1908433 · Holdings on Sep 30, 2025 · First reported Oct 10, 2025
Top ten holdings
Q3 2025- VOO10.74%
- BRK.B9.13%
- MOAT6.18%
- SGOV5.00%
- VUG4.20%
- VO3.45%
- EES2.78%
- VTI2.69%
- VIGI2.65%
- AXP2.44%
Share classes counted separately49.26%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SGOVWeight decreased · -0.81 pp5.81% → 5.00%Shares -13.97K (-9.46%)
- VOOWeight increased · +0.71 pp10.03% → 10.74%Shares +2.01K (+4.44%)
- BRK.BWeight decreased · -0.39 pp9.52% → 9.13%Shares -1.29K (-2.57%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETF&P 500 ETF SHS View history and evidence | $28.95M | 10.74% | 47.27K shares | 10.03% → 10.74%+0.71 pp +2.01K (+4.44%) | Added | ▾ |
| 02 | BRK.BBERKSHIRE HATHAWAY INC-CL BL B NEW View history and evidence | $24.61M | 9.13% | 48.97K shares | 9.52% → 9.13%-0.39 pp -1.29K (-2.57%) | Reduced | ▾ |
| 03 | MOATVANECK MORNINGSTAR WIDE MOATRNGSTR WDE MOAT View history and evidence | $16.67M | 6.18% | 168.16K shares | 5.99% → 6.18%+0.19 pp +4.63K (+2.83%) | Added | ▾ |
| 04 | SGOVISHARES 0-3 MONTH TREASURY B-3 MNTH TREASRY View history and evidence | $13.48M | 5.00% | 133.82K shares | 5.81% → 5.00%-0.81 pp -13.97K (-9.46%) | Reduced | ▾ |
| 05 | VUGVANGUARD MRNGSTAR GR ETF-SUIROWTH ETF View history and evidence | $11.33M | 4.20% | 23.62K shares | 3.99% → 4.20%+0.21 pp +318 (+1.36%) | Added | ▾ |
| 06 | VOVNGRD MRNGSTR MD-CAP ETF-USDID CAP ETF View history and evidence | $9.31M | 3.45% | 31.69K shares | 3.35% → 3.45%+0.10 pp +999 (+3.25%) | Added | ▾ |
| 07 | EESWISDOMTREE US SMALLCAP FUNDS SMALLCAP FUND View history and evidence | $7.49M | 2.78% | 134.12K shares | 2.68% → 2.78%+0.10 pp -579 (-0.43%) | Reduced | ▾ |
| 08 | VTIVG MORNINGSTAR TS MKT ETF-USOTAL STK MKT View history and evidence | $7.26M | 2.69% | 22.13K shares | 2.53% → 2.69%+0.16 pp +760 (+3.56%) | Added | ▾ |
| 09 | VIGIVANGUARD INT DIV APP INDX FDNTL DVD ETF View history and evidence | $7.15M | 2.65% | 79.85K shares | 2.78% → 2.65%-0.13 pp +907 (+1.15%) | Added | ▾ |
| 10 | AXPAMERICAN EXPRESS COOM View history and evidence | $6.58M | 2.44% | 20.08K shares | 2.49% → 2.44%-0.05 pp -344 (-1.68%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AKX ANSYS INC | Non-derivative | -2,200 | -$772.68K | SEC filing ↗ | SEC filing ↗ |
| WDAY WORKDAY INC-CLASS A | Non-derivative | -280 | -$67.20K | SEC filing ↗ | SEC filing ↗ |
| JPM JPMORGAN CHASE & CO | Non-derivative | -200 | -$57.98K | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1908433 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 269650795
}Research all 236 reported holdings.
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