Kathleen S. Wright Associates Inc.
CIK: 0001908433SEC EDGAR →
Portfolio Value
$269.7M
Holdings
236
As of
Q3 2025
New Positions
4
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 47,275 | $29.0M | 10.74% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 48,969 | $24.6M | 9.13% |
| 3 | VANECK ETF TRUST | 168,156 | $16.7M | 6.18% |
| 4 | ISHARES TR | 133,816 | $13.5M | 5.00% |
| 5 | VANGUARD INDEX FDS | 23,620 | $11.3M | 4.20% |
| 6 | VANGUARD INDEX FDS | 31,693 | $9.3M | 3.45% |
| 7 | WISDOMTREE TR | 134,121 | $7.5M | 2.78% |
| 8 | VANGUARD INDEX FDS | 22,129 | $7.3M | 2.69% |
| 9 | VANGUARD WHITEHALL FDS | 79,851 | $7.2M | 2.65% |
| 10 | AMERICAN EXPRESS CO | 20,083 | $6.6M | 2.44% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 141 | $223.1M | 82.7% |
| Unknown | 15 | $26.7M | 9.9% |
| Consumer Cyclical | 13 | $4.7M | 1.8% |
| Communication Services | 6 | $4.6M | 1.7% |
| Industrials | 12 | $3.1M | 1.1% |
| Technology | 24 | $2.9M | 1.1% |
| Healthcare | 10 | $2.2M | 0.8% |
| Consumer Defensive | 7 | $1.4M | 0.5% |
| Real Estate | 5 | $918K | 0.3% |
| Energy | 4 | $39K | 0.0% |
| Utilities | 2 | $34K | 0.0% |
| Basic Materials | 2 | $33K | 0.0% |