13F Filings History of Kathleen S. Wright Associates Inc.

Latest 13F report
Q3 2025 - 10 Oct 2025
Value $
$269,650,795
Signature - Title
Adam K. Wright - President & CCO
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Kathleen S. Wright Associates Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kathleen S. Wright Associates Inc. reported 236 stock holdings with total value $269,650,795 as of Q3 2025. Top holdings included VOO, BRKB, MOAT, SGOV, and VUG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 236 $269,650,795 +$5,275,220 -$4,537,347 +$737,873 VOO, BRKB, MOAT, SGOV, VUG 13F-HR 10 Oct 2025, 12:19
Q2 2025 245 $256,227,042 +$5,915,675 -$6,223,743 -$308,068 VOO, BRKB, MOAT, SGOV, VUG 13F-HR 31 Jul 2025, 12:16
Q1 2025 252 $241,110,246 +$7,481,511 -$83,553,600 -$76,072,089 BRKB, VOO, SGOV, MOAT, VUG 13F-HR 05 May 2025, 17:34
Q4 2024 264 $239,354,720 +$12,070,410 -$9,293,849 +$2,776,561 BRKB, VOO, MOAT, SGOV, VUG 13F-HR 24 Jan 2025, 19:51
Q3 2024 295 $241,576,202 +$9,751,844 -$1,699,916 +$8,051,928 BRKB, VOO, MOAT, SGOV, VUG 13F-HR 11 Oct 2024, 13:50
Q2 2024 224 $217,022,758 +$9,313,186 -$4,062,380 +$5,250,806 BRKB, VOO, SGOV, MOAT, VUG 13F-HR 17 Jul 2024, 18:45
Q1 2024 234 $211,586,833 +$9,221,375 -$5,390,869 +$3,830,506 BRKB, VOO, SGOV, MOAT, VUG 13F-HR 17 Apr 2024, 14:18
Q4 2023 197 $195,936,010 +$13,300,701 -$12,250,550 +$1,050,151 BRKB, SGOV, VOO, MOAT, EES 13F-HR 31 Jan 2024, 19:23
Q3 2023 194 $177,596,807 +$27,183,713 -$2,917,061 +$24,266,652 BRKB, SGOV, VOO, MOAT, EES 13F-HR 20 Oct 2023, 18:40
Q2 2023 167 $156,898,282 +$9,137,059 -$11,177,892 -$2,040,833 BRKB, VOO, SGOV, MOAT, EES 13F-HR 20 Jul 2023, 16:21
Q1 2023 163 $152,331,370 +$10,100,891 -$10,226,735 -$125,844 BRKB, EES, VOO, SGOV, MOAT 13F-HR 21 Apr 2023, 17:19
Q4 2022 196 $147,537,000 +$22,428,064 -$8,848,660 +$13,579,404 BRKB, EES, VOO, MOAT, VUG 13F-HR 01 Feb 2023, 18:26
Q3 2022 182 $123,291,000 +$14,941,540 -$2,599,492 +$12,342,048 BRKB, EES, MOAT, VOO, SCHC 13F-HR 18 Oct 2022, 18:11
Q2 2022 152 $118,839,000 +$7,012,924 -$2,221,716 +$4,791,208 BRKB, EES, SCHC, MOAT, BAM 13F-HR 14 Jul 2022, 17:35
Q1 2022 145 $137,087,000 +$7,946,710 -$4,423,753 +$3,522,957 BRKB, EES, SCHC, MOAT, BAM 13F-HR 28 Apr 2022, 18:28
Q4 2021 145 $135,910,000 $0 $0 $0 BRKB, EES, SCHC, MOAT, BAM 13F-HR 02 Feb 2022, 16:46