Kathleen S. Wright Associates Inc. - Portfolio overview

Kathleen S. Wright Associates Inc. has 233 reported holdings in this dataset, with the latest filing dated 2025-10-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 11.52%
2. BRKB - BERKSHIRE HATHAWAY INC DEL, 8.55%
3. MOAT - VANECK ETF TRUST, 6.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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