Kathleen S. Wright Associates Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Kathleen S. Wright Associates Inc. reported 252 stock positions worth $241.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.3%) and iShares 0-3 Month Treasury B (SGOV, 5.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 15, added to 48 and reduced 56. The biggest buy was iShares 0-3 Month Treasury B (SGOV, shares +13%) and the biggest sale Wisdomtree US Smallcap Fund (EES, shares −0%).
- Most Recent 13F
- Q3 2025
- Location
- PITTSBURGH, PA
- CIK
- 0001908433
- Portfolio Value
- $241.9M (Q1 2025)
- SEC Filing
- 0002065807-25-000002 ↗ filed May 6, 2025
Holdings Value
Holdings 252 stocks · $241.9M
| BRK.B Berkshire Hathaway Inc. Class B | 11.33% | 51,472 | $27.4M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 9.31% | 43,831 | $22.5M | Add +12.8% |
| SGOV iShares 0-3 Month Treasury B | 5.87% | 141,154 | $14.2M | Add +12.6% |
| MOAT Vaneck Morningstar Wide Moat | 5.82% | 159,960 | $14.1M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.81% | 24,846 | $9.2M | Add +2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 3.40% | 31,799 | $8.2M | Add +0.1% |
| EES Wisdomtree US Smallcap Fund | 2.77% | 137,037 | $6.7M | Reduce -0.2% |
| VIGI Vanguard Int Div App Indx FD | 2.62% | 76,440 | $6.3M | Add +3.4% |
| USMV iShares MSCI USA Min Vol Fac | 2.42% | 62,392 | $5.8M | Add +0.2% |
| AXP American Express Co. | 2.28% | 20,427 | $5.5M | No change |
| VTI VG Morningstar TS MKT ETF-US | 2.21% | 19,452 | $5.3M | Add +4.4% |
| SCHF Schwab Intl Equity ETF | 2.15% | 262,559 | $5.2M | Reduce -0.2% |
| SCHC Schwab Intl Small-Cap Equity | 1.98% | 133,244 | $4.8M | Reduce -1.2% |
| QVAL Alpha Arch US QNT Value ETF | 1.92% | 108,714 | $4.6M | Reduce -5.0% |
| BN Brookfield Corp. | 1.79% | 81,934 | $4.3M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.66% | 21,518 | $4.0M | Reduce -4.3% |
| HTRB Hartford TTL RTRN BND ETF | 1.39% | 99,348 | $3.4M | Add +2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 14,630 | $3.2M | Add +0.7% |
| DFUS Dimensional US Eq MKT ETF | 1.25% | 50,061 | $3.0M | Add +3.1% |
| MKL Markel Group Inc. | 1.12% | 1,464 | $2.7M | No change |
| V Visa Inc. Class A | 1.11% | 7,727 | $2.7M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 1.09% | 13,905 | $2.6M | Add +1.5% |
| SCHR Schwab Intermediate-Term US | 1.06% | 103,050 | $2.6M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.06% | 4,555 | $2.6M | Reduce -2.4% |
| ADP Automatic Data Processing | 0.94% | 7,583 | $2.3M | No change |
| BND Vanguard Total Bond Market | 0.89% | 29,277 | $2.2M | Add +10.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 41,422 | $2.1M | Reduce -3.2% |
| SPEM State Street SP PTF Em ETF | 0.86% | 52,888 | $2.1M | Reduce -0.6% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.80% | 29,207 | $1.9M | Reduce -7.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.77% | 16,125 | $1.9M | Reduce -4.3% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.72% | 17,999 | $1.7M | Reduce -0.9% |
| DFEM Dimensional Emrg MRKT Core | 0.67% | 60,945 | $1.6M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.66% | 10,249 | $1.6M | Reduce -0.8% |
| EWX State Street SPDR S&P Emergi | 0.61% | 26,200 | $1.5M | Reduce -2.7% |
| BAM Brookfield Asset Mgmt-A | 0.58% | 27,783 | $1.4M | No change |
| SPBO SS SPDR P Corp. Bond ETF | 0.56% | 46,267 | $1.3M | Reduce -8.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.52% | 15,998 | $1.2M | Reduce -1.2% |
| VXUS Vanguard Total Intl Stock | 0.50% | 19,594 | $1.2M | Add +7.0% |
| JNJ Johnson & Johnson | 0.48% | 7,273 | $1.2M | Reduce -21.1% |
| VT Vanguard Tot World STK ETF | 0.45% | 9,349 | $1.1M | Reduce -8.8% |
| DFAX Dimensional World Ex US Core | 0.44% | 40,540 | $1.1M | Reduce -23.5% |
| MOTI Vaneck Mstar Int Moat ETF | 0.44% | 31,770 | $1.1M | Reduce -8.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 12,328 | $1.0M | Reduce -9.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.42% | 27,917 | $1.0M | Reduce -3.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.41% | 5,710 | $986K | No change |
| VTES Vanguard SH Term Tax-Ex Bond | 0.41% | 9,800 | $985K | Add +53.1% |
| DUSA Davis Select US Equity ETF | 0.41% | 23,225 | $983K | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.40% | 26,850 | $974K | No change |
| VYM Vanguard High DVD Yield ETF | 0.40% | 7,530 | $971K | Add +12.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.40% | 20,892 | $968K | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 0.40% | 5,940 | $966K | No change |
| IJH iShares Core S&P Midcap ETF | 0.39% | 16,263 | $949K | Add +11.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.38% | 15,869 | $926K | Reduce -26.0% |
| DINT Davis Select International | 0.35% | 36,603 | $846K | Reduce -5.9% |
| DFSV Dimensional US Small Cap Val | 0.35% | 29,904 | $842K | Reduce -7.5% |
| MTUM iShares MSCI USA Momentum Fa | 0.34% | 4,118 | $832K | Reduce -2.6% |
| DFSD Dimensional Short Duration | 0.33% | 16,898 | $803K | No change |
| BRK.A 1/100 Berkshire HTWY A Class A | 0.33% | 1 | $796K | No change |
| COKE Coca-Cola Consolidated Inc. | 0.32% | 11,000 | $786K | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.32% | 12,591 | $772K | Add +0.4% |
| XLF SS Financial Select Sector | 0.30% | 14,814 | $738K | Add +0.0% |
| ANSS Ansys Inc. | 0.30% | 2,300 | $728K | No change |
| MSFT Microsoft Corp. | 0.30% | 1,903 | $714K | Add +175.4% |
| VIG Vanguard Dividend Apprec ETF | 0.29% | 3,583 | $695K | Add +0.1% |
| WTM White Mountains Insurance GP | 0.28% | 380 | $672K | No change |
| CSW CSW Industrials Inc. | 0.26% | 2,000 | $632K | No change |
| AMT American Tower Corp. | 0.26% | 2,860 | $630K | No change |
| PNC PNC Financial Services Group | 0.26% | 3,846 | $624K | No change |
| DGS Wisdomtree Em Small Cap | 0.25% | 12,274 | $593K | Reduce -12.5% |
| IJR iShares Core S&P Small-Cap E | 0.23% | 5,329 | $557K | Add +0.9% |
| DFCF Dimensional Core Fixed Inc. | 0.23% | 13,199 | $555K | No change |
| CFRUY Cie Financiere Rich-Unsp ADR filed as COMPAGNIE FINANCIERE RICHEMONT | 0.23% | 31,100 | $546K | Reduce -19.4% |
| WFC Wells Fargo & Co. | 0.21% | 7,075 | $509K | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.21% | 6,845 | $504K | Reduce -5.7% |
| BKNG Booking Holdings Inc. | 0.21% | 102 | $500K | No change |
| NSRGY Nestle SA-Spons ADR | 0.20% | 4,690 | $495K | Add +0.4% |
| JPST JPMorgan Ultra-Short Income | 0.20% | 9,591 | $486K | Reduce -3.2% |
| IEI iShares 3-7 Year Treasury Bo | 0.20% | 4,030 | $476K | No change |
| ROST Ross Stores Inc. | 0.20% | 3,400 | $473K | No change |
| AAPL Apple Inc. | 0.18% | 2,000 | $444K | No change |
| VZ Verizon Communications Inc. | 0.17% | 9,320 | $423K | Reduce -0.8% |
| MCO Moody's Corp. | 0.17% | 900 | $414K | No change |
| CSGP Costar Group Inc. | 0.17% | 5,430 | $413K | Add +1.9% |
| DGEAF Diageo PLC | 0.16% | 3,460 | $385K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 7,647 | $379K | Reduce -47.8% |
| VWO Vanguard Ftse Emerging Marke | 0.15% | 7,944 | $360K | Reduce -5.0% |
| SUB iShares Short-Term National | 0.14% | 3,293 | $348K | Add +3479.3% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 2,840 | $347K | No change |
| IAU iShares Gold Trust | 0.14% | 5,725 | $338K | Reduce -1.7% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.14% | 3,317 | $327K | Add +0.2% |
| ROUS Hartford Multifact US Eqty | 0.13% | 6,200 | $315K | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 3,075 | $304K | Reduce -3.1% |
| DFUV Dimensional US Marketwide Va | 0.13% | 7,348 | $303K | No change |
| CWB SS SPDR BB Conv Sec ETF | 0.12% | 3,903 | $299K | Reduce -3.1% |
| QLTA iShares Aaa - A Rated Corpor | 0.12% | 6,100 | $290K | No change |
| MA Mastercard Inc. Class A | 0.11% | 500 | $273K | Reduce -16.8% |
| PFE Pfizer Inc. | 0.11% | 11,225 | $269K | No change |
| IVAL Alpha Archi Intl QT Vlu ETF | 0.11% | 10,419 | $266K | Reduce -0.7% |
| DKS Dick's Sporting Goods Inc. | 0.10% | 1,250 | $252K | No change |
| RODM Hartford Multifact Dev MRKT | 0.10% | 8,092 | $251K | Reduce -2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| EES Wisdomtree US Smallcap Fund | Reduce -0.2% | 2.77% | −0.32 |
| QVAL Alpha Arch US QNT Value ETF | Reduce -5.0% | 1.92% | −0.21 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.3% | 1.66% | −0.20 |
| BN Brookfield Corp. | Reduce -0.3% | 1.79% | −0.17 |
| DEO Diageo PLC-Sponsored ADR | Reduce -75.4% | 0.04% | −0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.66% | −0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -47.8% | 0.16% | −0.15 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -26.0% | 0.38% | −0.14 |
| DFAX Dimensional World Ex US Core | Reduce -23.5% | 0.44% | −0.11 |
| MARKET VECTORS ETF TR | Sold out | 0.00% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -2.4% | 1.06% | −0.09 |
| VIOO Vanguard S&P Small-Cap 600 E | Reduce -0.9% | 0.72% | −0.08 |
| JNJ Johnson & Johnson | Reduce -21.1% | 0.48% | −0.08 |
| DFSV Dimensional US Small Cap Val | Reduce -7.5% | 0.35% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -95.1% | 0.00% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -8.8% | 0.45% | −0.05 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -8.4% | 0.56% | −0.05 |
| EWX State Street SPDR S&P Emergi | Reduce -2.7% | 0.61% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -9.2% | 0.42% | −0.04 |
| DGS Wisdomtree Em Small Cap | Reduce -12.5% | 0.25% | −0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -10.3% | 0.40% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Reduce -3.2% | 0.87% | −0.03 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -7.8% | 0.80% | −0.03 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -4.3% | 0.77% | −0.03 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -74.1% | 0.01% | −0.03 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -22.5% | 0.08% | −0.03 |
| MFEM PIMCO Rafi Dynamic Multi-Fac | Reduce -18.9% | 0.09% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.1% | 0.13% | −0.02 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -2.6% | 0.34% | −0.02 |
| RITM Rithm Capital Corp. | Reduce -69.2% | 0.01% | −0.02 |
| CFRUY Cie Financiere Rich-Unsp ADR | Reduce -19.4% | 0.23% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -16.8% | 0.11% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.0% | 0.09% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.01 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.2% | 0.20% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -3.1% | 0.12% | −0.01 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.0% | 0.15% | −0.00 |
| DINT Davis Select International | Reduce -5.9% | 0.35% | −0.00 |
| KRBN KS Global Carbon Stratgy ETF | Sold out | 0.00% | −0.00 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -2.7% | 0.02% | −0.00 |
| ROUS Hartford Multifact US Eqty | Reduce -1.6% | 0.13% | −0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.3% | 0.03% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.00 |
| FNDE Schwab Fndmntl Em MRK Eq ETF | Sold out | 0.00% | −0.00 |
| MOTI Vaneck Mstar Int Moat ETF | Reduce -8.6% | 0.44% | −0.00 |
| FNB FNB Corp. | Reduce -3.0% | 0.01% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.00 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SGOV iShares 0-3 Month Treasury B | Add +12.6% | 5.87% | +0.63 |
| VOO Vanguard S&P 500 ETF | Add +12.8% | 9.31% | +0.59 |
| MSFT Microsoft Corp. | Add +175.4% | 0.30% | +0.17 |
| VIGI Vanguard Int Div App Indx FD | Add +3.4% | 2.62% | +0.16 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +53.1% | 0.41% | +0.14 |
| SUB iShares Short-Term National | Add +3479.3% | 0.14% | +0.14 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 2.42% | +0.11 |
| BND Vanguard Total Bond Market | Add +10.9% | 0.89% | +0.10 |
| VXUS Vanguard Total Intl Stock | Add +7.0% | 0.50% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.05% | +0.05 |
| NSRGY Nestle SA-Spons ADR | Add +0.4% | 0.20% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +12.7% | 0.40% | +0.05 |
| HTRB Hartford TTL RTRN BND ETF | Add +2.4% | 1.39% | +0.04 |
| DFEM Dimensional Emrg MRKT Core | Add +5.6% | 0.67% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +11.4% | 0.39% | +0.01 |
| NVDA Nvidia Corp. | Add +169.3% | 0.02% | +0.01 |
| CSGP Costar Group Inc. | Add +1.9% | 0.17% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +3.5% | 0.10% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +18.0% | 0.05% | +0.01 |
| VDE Vanguard Energy ETF | Add +14.3% | 0.04% | +0.01 |
| BTC Grayscale Bitcoin Mini ETF | Add +373.1% | 0.01% | +0.01 |
| XLF SS Financial Select Sector | Add +0.0% | 0.30% | +0.01 |
| AMLP Alerian MLP ETF | Add +10.5% | 0.04% | +0.01 |
| IXUS iShares Core Intl Stock ETF | New | 0.01% | +0.01 |
| MUB iShares National Muni Bond E | Add +5.2% | 0.10% | +0.00 |
| SFY Sofi Select 500 ETF | New | 0.00% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +7.7% | 0.10% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +6.6% | 0.01% | +0.00 |
| META Meta Platforms Inc. Class A | Add +8.9% | 0.02% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.3% | 0.06% | +0.00 |
| NWL Newell Brands Inc. | Add +426.3% | 0.00% | +0.00 |
| HAS Hasbro Inc. | Add +16.7% | 0.00% | 0.00 |
| MAT Mattel Inc. | Add +27.8% | 0.00% | 0.00 |
| PARAA Paramount Global Class A | Add +33.3% | 0.00% | 0.00 |
| HST Host Hotels & Resorts Inc. | Add +1.2% | 0.00% | −0.00 |
| AFRM Affirm Holdings Inc. | Add +31.5% | 0.08% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.29% | −0.00 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.03% | −0.01 |
| ROSC Hartford Multifact Small Cap | Add +0.3% | 0.08% | −0.01 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +0.2% | 0.14% | −0.01 |
| TGT Target Corp. | Add +4.2% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Add +9.2% | 0.03% | −0.01 |
| DCOR Dimensional US Core Eq 1 ETF | Add +0.4% | 0.32% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 0.23% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +3.1% | 1.25% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.4% | 2.21% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.1% | 3.40% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.7% | 1.34% | −0.11 |
| AMZN Amazon.com Inc. | Add +1.5% | 1.09% | −0.16 |
| MOAT Vaneck Morningstar Wide Moat | Add +2.4% | 5.82% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2025 | 236 | $269.7M | VOO, BRK.B, MOAT, SGOV, VUG |
| Q2 2025 | 245 | $256.2M | VOO, BRK.B, MOAT, SGOV, VUG |
| Q1 2025 | 252 | $241.9M | BRK.B, VOO, SGOV, MOAT, VUG |
| Q4 2024 | 263 | $240.0M | BRK.B, VOO, MOAT, SGOV, VUG |
| Q3 2024 | 295 | $242.3M | BRK.B, VOO, MOAT, SGOV, VUG |
| Q2 2024 | 224 | $217.7M | BRK.B, VOO, SGOV, MOAT, VUG |
| Q1 2024 | 234 | $212.2M | BRK.B, VOO, SGOV, MOAT, VUG |