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CIK: 0001908433
Total reported value
$269.7M
$269.7M
245 檔
33.6%
According to the latest 13F quarterly dataset, Kathleen S. Wright Associates Inc. managed an equity portfolio of $269.7M at the end of Q2 2025, spanning 245 distinct U.S. exchange-listed positions.
During Q2 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 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.03% | +1.43% | +3.27% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.52% | -2.20% | -2.35% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.99% | +0.36% | +2.23% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 5.81% | -0.87% | +4.70% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.99% | +0.39% | -6.21% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.35% | +0.05% | -3.48% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.78% | +0.03% | +3.28% | |
| 8 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 2.68% | +0.01% | -1.71% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.53% | +0.48% | +9.86% | |
| 10 | AXP | American Express Co | Stock-Financials | 2.49% | +0.16% | — | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.34% | -0.16% | +2.41% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.29% | +0.22% | +0.91% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.10% | +0.16% | -5.36% | |
| 14 | BN | Brookfield CORP | Stock-Financials | 2.03% | +0.28% | -0.12% | |
| 15 | QVAL | Alpha Arch US Qnt Value ETF | ETF-Other | 1.83% | -0.10% | -2.19% | |
| 16 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.35% | -0.08% | +3.09% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.10% | -0.27% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.34% | -0.28% | -17.92% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.30% | +0.05% | -1.09% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.05% | — | |
| 21 | MKL | Markel Group Inc | Stock-Financials | 1.14% | — | — | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.06% | +0.07% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | — | — | |
| 24 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.97% | -0.03% | -3.19% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.91% | — | — | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.86% | +0.06% | -2.34% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.86% | +0.06% | -0.06% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.82% | — | -0.02% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.82% | +0.03% | -3.35% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | — | -7.25% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.75% | +0.10% | +5.65% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | +0.30% | +1.95% | |
| 33 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.71% | +0.01% | -0.34% | |
| 34 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.64% | +0.01% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.24% | +20.32% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.60% | +0.06% | +15.24% | |
| 37 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.59% | +0.16% | +52.04% | |
| 38 | EWX | State Street Spdr S&p Emergi | ETF-Other | 0.58% | — | -7.95% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.55% | +0.16% | +40.52% | |
| 40 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | +0.13% | +10.06% | |
| 41 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.51% | -0.01% | -3.20% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | +0.13% | +3.12% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | +0.03% | +19.47% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.46% | +0.01% | -2.96% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.14% | — | |
| 46 | MOTI | Vaneck Mstar Int Moat ETF | ETF-Other | 0.43% | — | — | |
| 47 | DUSA | Davis Select US Equity ETF | ETF-Other | 0.42% | — | — | |
| 48 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.41% | +0.12% | +23.53% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.40% | — | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | — | +0.39% |
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 245 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BRK-B, MOAT) accounted for 33.6% of total reported equity market value during Q2 2025.
During Q2 2025, Kathleen S. Wright Associates Inc.'s top holdings by market value included VOO (10.0%)、BRK-B (9.5%)、MOAT (6.0%). The largest single position, VOO, represented 10.0% of total portfolio value.
In Q2 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.
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