Kathleen S. Wright Associates Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Kathleen S. Wright Associates Inc. 13F Holdings
CIK 0001908433 · PITTSBURGH, PA
As of Sep 30, 2025, Kathleen S. Wright Associates Inc. reported
256 positions worth $269.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 47,275 | $29.0M | 10.76% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 48,969 | $24.6M | 9.14% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 168,156 |
|
6.7M6.19% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 133,816 |
3.5M | 5.01% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 23,620 |
1.3M | 4.21% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 31,693 | $9.3M | 3.46% |
| WISDOMTREE US SMALLCAP FUND | EES | — | 134,121 | $7.5M | 2.78% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 22,129 | $7.3M | 2.70% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 79,851 | $7.2M | 2.66% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 20,083 | $6.6M | 2.44% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 274,365 | $6.4M | 2.37% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 63,955 | $6.1M | 2.26% |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | SCHC | — | 127,093 | $5.8M | 2.15% |
| BROOKFIELD CORP | BN | Financial Services | 81,634 | $5.6M | 2.07% |
| ALPHA ARCHITECT US QUANTITATIVE VALUE ETF | QVAL | — | 105,374 | $4.9M | 1.83% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 15,224 | $3.9M | 1.44% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 17,867 | $3.7M | 1.39% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 102,738 | $3.5M | 1.31% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 48,342 | $3.5M | 1.30% |
| AMAZON.COM INC | AMZN | Equity | 13,862 | $3.1M | 1.14% |
| ISHARES CORE S&P 500 ETF | IVV | — | 4,520 | $3.0M | 1.12% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 110,723 | $2.8M | 1.03% |
| VISA INC-CLASS A SHARES | V | Financial Services | 7,727 | $2.7M | 0.99% |
| MARKEL GROUP INC | MKL | Financial Services | 1,378 | $2.7M | 0.98% |
| ALPHABET INC | GOOGL | Equity | 10,639 | $2.6M | 0.96% |