Kathleen S. Wright Associates Inc. Portfolio Holdings

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.5M
$7,000 0.0% of portfolio
7,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $256 Million
  • Prior Value $244 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email