13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001908433
Total reported value
$269.7M
$269.7M
252 檔
32.4%
At the close of Q1 2025, Kathleen S. Wright Associates Inc. disclosed equity holdings valued at approximately $269.7M, spread across 252 reported holdings.
During Q1 2025, Kathleen S. Wright Associates Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 11.33% | -2.20% | -1.01% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.31% | +1.43% | +12.84% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.87% | -0.87% | +12.57% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.82% | +0.36% | +2.42% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.81% | +0.39% | +2.62% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.40% | +0.05% | +0.15% | |
| 7 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.77% | +0.01% | -0.18% | |
| 8 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.62% | +0.03% | +3.40% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.42% | -0.16% | +0.17% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.28% | +0.16% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.21% | +0.48% | +4.40% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.15% | +0.22% | -0.21% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.98% | +0.16% | -1.21% | |
| 14 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 1.92% | -0.10% | -5.01% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.79% | +0.28% | -0.27% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.66% | -0.28% | -4.29% | |
| 17 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.39% | -0.08% | +2.36% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.10% | +0.74% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.25% | +0.05% | +3.12% | |
| 20 | MKL | Markel Group Inc | Stock-Financials | 1.12% | — | — | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | — | -1.15% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +0.05% | +1.46% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.06% | -0.03% | -0.86% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.06% | -2.38% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.94% | — | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.89% | — | +10.94% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.87% | — | -3.22% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.86% | +0.06% | -0.63% | |
| 29 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.80% | +0.06% | -7.77% | |
| 30 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.77% | +0.03% | -4.26% | |
| 31 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.72% | +0.01% | -0.90% | |
| 32 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.67% | +0.10% | +5.63% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.30% | -0.77% | |
| 34 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.61% | — | -2.74% | |
| 35 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.58% | +0.01% | — | |
| 36 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.56% | -0.01% | -8.40% | |
| 37 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.52% | +0.06% | -1.23% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | +0.24% | +6.95% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.13% | -21.09% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.45% | +0.01% | -8.78% | |
| 41 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.44% | +0.13% | -23.50% | |
| 42 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 0.44% | — | -8.63% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | +0.03% | -9.19% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.42% | -0.14% | -3.40% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | — | — | |
| 46 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.41% | +0.16% | +53.13% | |
| 47 | DUSA | Davis Select US Equity ETF | ETF-Other | 0.41% | — | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.40% | — | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | +0.16% | +12.66% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.40% | — | -10.27% |
According to official SEC Form 13F filings, Kathleen S. Wright Associates Inc. reported a total U.S. public equity portfolio value of $269.7M across 252 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, VOO, SGOV) accounted for 32.4% of total reported equity market value during Q1 2025.
During Q1 2025, Kathleen S. Wright Associates Inc.'s top holdings by market value included BRK-B (11.3%)、VOO (9.3%)、SGOV (5.9%). The largest single position, BRK-B, represented 11.3% of total portfolio value.
In Q1 2025, Kathleen S. Wright Associates Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.