§ 13F · FUND PROFILE
Kathleen S. Wright Associates Inc..
AUM · $270M (13F)Positions · 256Turnover · n/a · Q3Filed · Oct 10, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 10, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 47K | $29M | 10.7% | +4% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 43K | $21M | 8.0% | −3% |
| 3 | MOAT | VANECK ETF TRUST | 168K | $17M | 6.2% | +3% |
| 4 | SGOV | ISHARES TR | 134K | $13M | 5.0% | −9% |
| 5 | VUG | VANGUARD INDEX FDS | 24K | $11M | 4.2% | +1% |
| 6 | VO | VANGUARD INDEX FDS | 32K | $9M | 3.5% | +3% |
| 7 | EES | WISDOMTREE TR | 134K | $7M | 2.8% | ±0% |
| 8 | VTI | VANGUARD INDEX FDS | 22K | $7M | 2.7% | +4% |
| 9 | VIGI | VANGUARD WHITEHALL FDS | 80K | $7M | 2.7% | +1% |
| 10 | SCHF | SCHWAB STRATEGIC TR | 274K | $6M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KATHLEEN SIGNAL
AC read
Kathleen S. Wright Associates Inc. is a Other fund managing $270 million in assets. The fund runs a broad portfolio of 256 positions.
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