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Showing Q3 2025 data
Kathleen S. Wright Associates Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Kathleen S. Wright Associates Inc.
•CIK: 1908433•Filing: Q3 2025
**Kathleen S. Wright Associates Inc.** manages $270M across a diversified portfolio of 236 positions. The fund exhibits significant allocations to core market indices and defensive assets, notably holding VOO at $29.0M and BRK/B at $24.6M. Further concentration is visible in MOAT ($16.7M) and SGOV ($13.5M), suggesting a tactical blend of growth exposure and capital preservation. This positioning reflects a disciplined, large-cap oriented approach to portfolio construction.
Total AUM
$269.7M
QoQ Performance
+5.2%
Positions
152
Top 10 Concentration
49.3%
Latest Filing
Q3 2025
Top Holdings Allocation
VOO
BRK/B
MOAT
VOO10.7%
BRK/B9.1%
MOAT6.2%
SGOV5.0%
VUG4.2%
VO3.5%
EES2.8%
VTI2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.2%
Financial15.2%
ETF11.9%
Technology2.1%
Consumer1.5%
Healthcare0.7%
Communication0.2%
Real Estate0.2%
🚪 Exited Positionssold since Q2 2025
+42 more exited positions
Changes from Q2 2025
NEW2 new positions
↑49 increased
↓36 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023