Kathleen S. Wright Associates Inc.
Q3 2025 13F Holdings
- Locationpittsburgh, PA
- Num holdings
256
- Value ($000)
$269,651
- Date Filed10/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | &P 500 ETF SHS | 922908363 | $28.95 M | 11 % | 47,275 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | L B NEW | 084670702 | $21.48 M | 8 % | 42,718 | ||
MOAT VANECK ETF TRUST | RNGSTR WDE MOAT | 92189F643 | $16.67 M | 6 % | 168,156 | ||
SGOV ISHARES TR | -3 MNTH TREASRY | 46436E718 | $13.48 M | 5 % | 133,816 | ||
VUG VANGUARD INDEX FDS | ROWTH ETF | 922908736 | $11.33 M | 4 % | 23,620 | ||
VO VANGUARD INDEX FDS | ID CAP ETF | 922908629 | $9.31 M | 4 % | 31,693 | ||
EES WISDOMTREE TR | S SMALLCAP FUND | 97717W562 | $7.49 M | 3 % | 134,121 | ||
VTI VANGUARD INDEX FDS | OTAL STK MKT | 922908769 | $7.26 M | 3 % | 22,129 | ||
VIGI VANGUARD WHITEHALL FDS | NTL DVD ETF | 921946810 | $7.15 M | 3 % | 79,851 | ||
SCHF SCHWAB STRATEGIC TR | NTL EQTY ETF | 808524805 | $6.39 M | 2 % | 274,365 |
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