StockDriftsStockDriftsTop 50 Kathleen S. Wright Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.74% | 47.3K | $29.0M | +4.44%(+2.01K) | $439.02(+44.42%) | 2025-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 9.13% | 49.0K | $24.6M | -2.57%(-1.29K) | $295.10(+69.36%) | 2025-09-30 | |
| MOAT | VANECK ETF TRUST | 6.18% | 168.2K | $16.7M | +2.83%(+4.63K) | $78.36(+36.36%) | 2025-09-30 | |
| SGOV | ISHARES TR | 5% | 133.8K | $13.5M | -9.46%(-13.97K) | $100.38(+0.07%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.2% | 23.6K | $11.3M | +1.36%(+318) | $284.12(+71.81%) | 2025-09-30 | |
| VO | VANGUARD INDEX FDS | 3.45% | 31.7K | $9.3M | +3.25%(+999) | $230.40(+28.91%) | 2025-09-30 | |
| EES | WISDOMTREE TR | 2.78% | 134.1K | $7.5M | -0.43%(-579) | $49.92(+18.65%) | 2025-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.69% | 22.1K | $7.3M | +3.56%(+760) | $246.31(+38.10%) | 2025-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.65% | 79.9K | $7.2M | +1.15%(+907) | $75.71(+23.43%) | 2025-09-30 | |
| AXP | AMERICAN EXPRESS CO | 2.44% | 20.1K | $6.6M | -1.68%(-344) | $166.63(+129.84%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.61% | +75.45% | — | — | +75.45% |
| Top 20 Holdings Unweighted | +20.63% | +75.54% | — | — | +75.54% |
Kathleen S. Wright Associates Inc. reports $269.65M in US-listed equity holdings across 236 positions in its most recent 13F filing. Its largest disclosed positions are VOO (10.7%), BRKB (9.1%) and MOAT (6.2%). The top 20 holdings account for 66.49% of reported assets. Its disclosed equity book has returned +75.45% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kathleen S. Wright Associates Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908433). View Kathleen S. Wright Associates Inc.’s 13F filings on SEC