Kathleen S. Wright Associates Inc.
Q2 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
250
- Value ($000)
$256,227
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001908433
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $25.71 M | 10 % | 45,264 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $24.38 M | 10 % | 50,262 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $15.34 M | 6 % | 163,530 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $14.88 M | 6 % | 147,790 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.22 M | 4 % | 23,302 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $8.59 M | 3 % | 30,694 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $7.11 M | 3 % | 78,944 | ||
EES WISDOMTREE TR | US SMALLCAP FUND | 97717W562 | $6.86 M | 3 % | 134,700 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.49 M | 3 % | 21,369 | ||
AXP AMERICAN EXPRESS CO | COM | 025816109 | $6.39 M | 3 % | 20,427 |
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