Kathleen S. Wright Associates Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 256 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $29M, Berkshire Hathaway Inc Class B with a value of $24.6M, Vaneck Morningstar Wide Moat E with a value of $14.4M, Ishares Trishares 0 3 Mnth Tre with a value of $13.5M, and Vanguard Growth ETF with a value of $11.3M.
Examining the 13F form we can see an increase of $12.1M in the current position value, from $244M to 256M.
Below you can find more details about Kathleen S. Wright Associates Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $194 Million
Financial Services: $39.8 Million
Communication Services: $5 Million
Consumer Cyclical: $4.58 Million
Industrials: $3.19 Million
Technology: $2.86 Million
Healthcare: $2.25 Million
Consumer Defensive: $2.16 Million
Other: $1.05 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
