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Kathleen S. Wright Associates

Latest statistics and disclosures from Kathleen S. Wright Associates's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BRK.B, MOAT, SGOV, VUG, and represent 35.23% of Kathleen S. Wright Associates's stock portfolio.
Added to shares of these 10 stocks: VOO, DFAC, MOAT, VO, SCHR, VXUS, VTI, JNJ, SCHF, SPBO.
Started 4 new stock positions in IWB, FSMD, FELC, Etf Opportunities Trust.
Reduced shares in these 10 stocks: SGOV, , BRK.B, MKL, PNC, AXP, DFUS, WTM, NSC, VSS.
Sold out of its positions in T, NDIV, ANSS, ADM, BK, FNB, JPM, PEP, RTX, BIL. TXN, PARAA, WDAY.
Kathleen S. Wright Associates was a net buyer of stock by $723k.
Kathleen S. Wright Associates has $270M in assets under management (AUM), dropping by 5.31%.
Central Index Key (CIK): 0001908433

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Portfolio Holdings for Kathleen S. Wright Associates

Kathleen S. Wright Associates holds 236 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds &p 500 Etf Shs (VOO)	10.7	$29M	+4%	47k	612.38	View chart
Berkshire Hathaway Inc Del L B New (BRK.B)	9.1	$25M	-2%	49k	502.74	View chart
Vaneck Etf Trust Rngstr Wde Moat (MOAT)	6.2	$17M	+2%	168k	99.11	View chart
Ishares Tr -3 Mnth Treasry (SGOV)	5.0	$14M	-9%	134k	100.70	View chart
Vanguard Index Fds Rowth Etf (VUG)	4.2	$11M		24k	479.62	View chart
Vanguard Index Fds Id Cap Etf (VO)	3.5	$9.3M	+3%	32k	293.74	View chart
Wisdomtree Tr S Smallcap Fund (EES)	2.8	$7.5M		134k	55.87	View chart
Vanguard Index Fds Otal Stk Mkt (VTI)	2.7	$7.3M	+3%	22k	328.17	View chart
Vanguard Whitehall Fds Ntl Dvd Etf (VIGI)	2.7	$7.2M		80k	89.57	View chart
American Express Om (AXP)	2.5	$6.7M		20k	332.14	View chart
Schwab Strategic Tr Ntl Eqty Etf (SCHF)	2.4	$6.4M	+3%	274k	23.28	View chart
Ishares Tr Sci Usa Min Vol (USMV)	2.3	$6.1M		64k	95.14	View chart
Schwab Strategic Tr Ntl Sceqt Etf (SCHC)	2.1	$5.8M		127k	45.51	View chart
Brookfield Corp L A Ltd Vt Sh (BN)	2.1	$5.6M		82k	68.58	View chart
Ea Series Trust S Quan Value (QVAL)	1.8	$4.9M		105k	46.65	View chart
Vanguard Index Fds Mall Cp Etf (VB)	1.4	$3.9M	+4%	15k	254.28	View chart
Vanguard Index Fds M Cp Val Etf (VBR)	1.4	$3.7M		18k	208.71	View chart
Hartford Fds Exchange Traded Otal Rtrn Etf (HTRB)	1.3	$3.5M		103k	34.29	View chart
Dimensional Etf Trust S Equity Market (DFUS)	1.3	$3.5M	-2%	48k	72.44	View chart
Amazon Om (AMZN)	1.1	$3.0M		14k	219.57	View chart
Ishares Tr Ore S&p500 Etf (IVV)	1.1	$3.0M		4.5k	669.31	View chart
Schwab Strategic Tr Nt-trm U.s Tres (SCHR)	1.0	$2.8M	+10%	111k	25.13	View chart
Visa Om Cl A (V)	1.0	$2.6M		7.7k	341.38	View chart
Markel Group Om (MKL)	1.0	$2.6M	-5%	1.4k	1911.36	View chart
Alphabet Ap Stk Cl A (GOOGL)	1.0	$2.6M		11k	243.11	View chart
Spdr Index Shs Fds Ortfolio Emg Mk (SPEM)	0.9	$2.5M	+2%	53k	46.81	View chart
Wisdomtree Tr Ntl Smcap Div (DLS)	0.9	$2.3M		29k	79.51	View chart
Automatic Data Processing In Om (ADP)	0.8	$2.2M		7.6k	293.45	View chart
Vanguard Intl Equity Index F Tse Smcap Etf (VSS)	0.8	$2.2M	-3%	15k	142.55	View chart
J P Morgan Exchange Traded F Ltra Sht Muncpl (JMST)	0.8	$2.1M		41k	51.04	View chart
Dimensional Etf Trust Merging Mkts Co (DFEM)	0.8	$2.1M		64k	32.07	View chart
Vanguard Bd Index Fds Otal Bnd Mrkt (BND)	0.8	$2.1M	+2%	28k	74.37	View chart
Vanguard Star Fds G Tl Intl Stk F (VXUS)	0.7	$2.0M	+14%	27k	73.46	View chart
Vanguard Admiral Fds Mllcp 600 Idx (VIOO)	0.7	$2.0M		18k	110.47	View chart
Johnson & Johnson Om (JNJ)	0.6	$1.6M	+16%	8.7k	185.42	View chart
Brookfield Asset Managmt L A Lmt Vtg Shs (BAM)	0.6	$1.6M		28k	56.94	View chart
Spdr Index Shs Fds &p Emktsc Etf (EWX)	0.6	$1.6M	-3%	23k	67.29	View chart
Ishares Tr Sci Eafe Min Vl (EFAV)	0.6	$1.6M		18k	84.83	View chart
Vanguard Wellington Hort Trm Tax Ex (VTES)	0.6	$1.5M		15k	101.92	View chart
Dimensional Etf Trust Orld Ex Us Core (DFAX)	0.6	$1.5M	+9%	49k	31.38	View chart
Vanguard Whitehall Fds Igh Div Yld (VYM)	0.6	$1.5M		11k	140.95	View chart
Spdr Series Trust Ortfolio Crport (SPBO)	0.6	$1.5M	+12%	50k	29.63	View chart
Alphabet Ap Stk Cl C (GOOG)	0.5	$1.4M		5.9k	243.55	View chart
Vanguard Intl Equity Index F T Wrld St Etf (VT)	0.5	$1.3M		9.1k	137.80	View chart
Ishares Tr 3 Yr Treas Bd (SHY)	0.5	$1.2M		15k	82.96	View chart
Dimensional Etf Trust S Core Equity 1 (DCOR)	0.4	$1.2M	+5%	16k	71.94	View chart
Vaneck Etf Trust Rngstr Int Moat (MOTI)	0.4	$1.2M		32k	37.07	View chart
Davis Fundamental Etf Tr Elect Us Eqty (DUSA)	0.4	$1.1M		23k	47.90	View chart
Vanguard Index Fds Alue Etf (VTV)	0.4	$1.1M		5.7k	186.49	View chart
Ishares Tr Dg Msci Eafe (HEFA)	0.4	$1.1M		27k	39.61	View chart
Vanguard Scottsdale Fds Tg-bkd Secs Etf (VMBS)	0.4	$1.1M	+10%	23k	46.96	View chart
Ishares Tr Ore S&p Mcp Etf (IJH)	0.4	$1.0M		16k	65.26	View chart
Microsoft Corp Om (MSFT)	0.4	$992k		1.9k	517.95	View chart
Ishares Tr Sci Usa Mmentm (MTUM)	0.4	$964k	-2%	3.8k	256.45	View chart
Vanguard Whitehall Fds Ntl High Etf (VYMI)	0.3	$926k		11k	84.68	View chart
Dimensional Etf Trust S Small Cap Val (DFSV)	0.3	$889k	+4%	28k	31.84	View chart
Dimensional Etf Trust S Core Equity 2 (DFAC)	0.3	$863k	+125%	22k	38.57	View chart
Dimensional Etf Trust Hort Duration F (DFSD)	0.3	$814k		17k	48.19	View chart
Ishares Sci Emerg Mrkt (EEMV)	0.3	$806k	-2%	13k	63.83	View chart
Davis Fundamental Etf Tr Elct Intl Etf (DINT)	0.3	$805k	+3%	29k	27.98	View chart
Select Sector Spdr Tr Inancial (XLF)	0.3	$799k		15k	53.87	View chart
Vanguard Specialized Funds Iv App Etf (VIG)	0.3	$789k	+2%	3.7k	215.80	View chart
1/100 Berkshire Htwy Class A Cl A	0.3	$751k		1.00	751045.00	View chart
Spdr Index Shs Fds Ortfolio Devlpd (SPDW)	0.3	$749k	-5%	18k	42.79	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.3	$727k		11k	66.11	View chart
Wisdomtree Tr Mg Mkts Smcap (DGS)	0.2	$651k		11k	57.10	View chart
White Mountains Insurance Gp (WTM)	0.2	$647k	-10%	340.00	1902.30	View chart
Pnc Finl Svcs Group Om (PNC)	0.2	$611k	-20%	3.1k	200.04	View chart
Ishares Tr Ore S&p Scp Etf (IJR)	0.2	$594k	-3%	5.0k	118.82	View chart
Dimensional Etf Trust Ore Fixed Incom (DFCF)	0.2	$564k		13k	42.76	View chart
Booking Holdings Om (BKNG)	0.2	$551k		102.00	5399.26	View chart
Ross Stores (ROST)	0.2	$513k		3.4k	150.94	View chart
Wells Fargo Om (WFC)	0.2	$509k		6.1k	83.82	View chart
Csw Industrials (CSW)	0.2	$490k		2.0k	244.83	View chart
Ishares Tr 7 Yr Treas Bd (IEI)	0.2	$484k		4.1k	119.51	View chart
Ishares Gold Tr Shares New (IAU)	0.2	$484k		6.6k	72.77	View chart
American Tower Corp Om (AMT)	0.2	$483k	-12%	2.5k	192.32	View chart
Apple Om (AAPL)	0.2	$476k		1.9k	254.63	View chart
J P Morgan Exchange Traded F Ltra Shrt Etf (JPST)	0.2	$472k	-5%	9.3k	50.73	View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord Adr (NSRGY)	0.2	$446k		4.8k	93.17	View chart
Moodys Corp Om (MCO)	0.2	$429k		900.00	476.48	View chart
Ishares Tr Ore S&p Ttl Stk (ITOT)	0.2	$414k		2.8k	145.65	View chart
Verizon Communications Om (VZ)	0.1	$404k		9.2k	43.95	View chart
Vanguard Intl Equity Index F Tse Emr Mkt Etf (VWO)	0.1	$399k		7.4k	54.18	View chart
Costar Group Om (CSGP)	0.1	$397k	-9%	4.7k	84.37	View chart
Vanguard Admiral Fds Idcp 400 Idx (IVOO)	0.1	$368k		3.3k	110.38	View chart
Lattice Strategies Tr Artford Us Eqty (ROUS)	0.1	$356k		6.2k	57.49	View chart
Spdr Series Trust Bg Conv Sec Etf (CWB)	0.1	$353k		3.9k	90.50	View chart
Disney Walt Om (DIS)	0.1	$352k		3.1k	114.50	View chart
Ishares Tr Hrt Nat Mun Etf (SUB)	0.1	$352k		3.3k	106.77	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Adr (DGEAF)	0.1	$331k		3.5k	95.59	View chart
Dimensional Etf Trust S Mktwide Value (DFUV)	0.1	$328k		7.3k	44.69	View chart
Ishares Tr Rate Cp Bd Etf (QLTA)	0.1	$320k	+8%	6.6k	48.47	View chart
Pfizer (PFE)	0.1	$290k		11k	25.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$289k		500.00	578.68	View chart
Schwab Charles Corp Om (SCHW)	0.1	$286k		3.0k	95.47	View chart
Lattice Strategies Tr Artford Mlt Etf (RODM)	0.1	$284k		8.0k	35.52	View chart
Vanguard Index Fds Arge Cap Etf (VV)	0.1	$284k		922.00	307.87	View chart
Dicks Sporting Goods Om (DKS)	0.1	$278k		1.3k	222.22	View chart
Invesco Exchange Traded Fd T &p500 Eql Wgt (RSP)	0.1	$274k		1.4k	189.76	View chart
Pimco Equity Ser Afi Dyn Emerg (MFEM)	0.1	$272k		12k	22.52	View chart
Blackstone Om (BX)	0.1	$259k		1.5k	170.85	View chart
Affirm Hldgs Om Cl A (AFRM)	0.1	$244k	-17%	3.3k	73.08	View chart
Ishares Tr -5yr Hi Yl Cp (SHYG)	0.1	$243k	+5%	5.6k	43.30	View chart
Uber Technologies Om (UBER)	0.1	$226k		2.3k	97.97	View chart
Schwab Strategic Tr S Sml Cap Etf (SCHA)	0.1	$223k	-3%	8.0k	27.90	View chart
Lattice Strategies Tr Artford Mlt Sml (ROSC)	0.1	$220k		4.8k	45.46	View chart
Ishares Sci Equal Weite (EUSA)	0.1	$206k		2.0k	102.97	View chart
American Centy Etf Tr Ntl Smcp Vlu (AVDV)	0.1	$201k		2.3k	89.01	View chart
Ishares Tr Ore Us Aggbd Et (AGG)	0.1	$189k		1.9k	100.25	View chart
Ishares Tr Ational Mun Etf (MUB)	0.1	$186k		1.7k	106.47	View chart
Diageo Pon Adr New (DEO)	0.1	$165k	+105%	1.7k	95.45	View chart
Davis Fundamental Etf Tr Elect Finl (DFNL)	0.1	$141k		3.1k	45.22	View chart
Ishares Tr Ore Msci Eafe (IEFA)	0.1	$140k		1.6k	87.31	View chart
2023 Etf Series Trust Ii Mo Us Quality E (QLTY)	0.1	$138k	+87%	3.8k	36.19	View chart
Dimensional Etf Trust Ntl Small Cap V (DISV)	0.0	$129k		3.6k	35.69	View chart
Ishares Tr Afe Sml Cp Etf (SCZ)	0.0	$127k		1.7k	76.71	View chart
Vanguard World Nergy Etf (VDE)	0.0	$126k		1.0k	125.86	View chart
Netflix Om (NFLX)	0.0	$124k		103.00	1198.92	View chart
Schwab Strategic Tr S Lrg Cap Etf (SCHX)	0.0	$121k		4.6k	26.34	View chart
Vanguard Scottsdale Fds Nter Term Treas (VGIT)	0.0	$120k		2.0k	60.03	View chart
Chubb Om (CB)	0.0	$119k		420.00	282.25	View chart
Graham Hldgs Om Cl B (GHC)	0.0	$118k		100.00	1177.31	View chart
Applied Matls Om (AMAT)	0.0	$114k		555.00	204.74	View chart
Norfolk Southn Corp Om (NSC)	0.0	$113k	-39%	377.00	300.23	View chart
Tesla Om (TSLA)	0.0	$106k	-9%	238.00	444.72	View chart
Palo Alto Networks Om (PANW)	0.0	$105k		516.00	203.62	View chart
Dimensional Etf Trust S Real Estate E (DFAR)	0.0	$104k	+86%	4.4k	23.85	View chart
Nvidia Corporation Om (NVDA)	0.0	$99k	-5%	533.00	186.58	View chart
Cencora Om (COR)	0.0	$95k		303.00	312.53	View chart
Alps Etf Tr Lerian Mlp (AMLP)	0.0	$94k		2.0k	46.93	View chart
Ishares Tr &p Mc 400gr Etf (IJK)	0.0	$80k		832.00	95.89	View chart
Western Digital Corp Om (WDC)	0.0	$74k		617.00	120.06	View chart
Target Corp Om (TGT)	0.0	$72k	-20%	800.00	89.70	View chart
Spdr Series Trust Ortfolio S&p600 (SPSM)	0.0	$71k		1.5k	46.33	View chart
Fortinet Om (FTNT)	0.0	$70k		836.00	84.08	View chart
Flex RD (FLEX)	0.0	$68k		1.2k	57.97	View chart
Rbb Fund Trust Irst Eagle Over (FEOE)	0.0	$66k	+44%	1.4k	46.12	View chart
Corcept Therapeutics Om (CORT)	0.0	$65k		786.00	83.11	View chart
Spdr Series Trust &p 600 Smcp Val (SLYV)	0.0	$64k		723.00	88.60	View chart
Aecom Om (ACM)	0.0	$63k		480.00	130.47	View chart
Ea Series Trust Ntl Quan Value (IVAL)	0.0	$60k		2.0k	30.17	View chart
Aurora Innovation Lass A Com (AUR)	0.0	$58k		11k	5.39	View chart
Becton Dickinson & Co Om (BDX)	0.0	$56k		300.00	187.17	View chart
Abbvie Om (ABBV)	0.0	$54k		232.00	231.54	View chart
Leidos Holdings Om (LDOS)	0.0	$53k		281.00	188.96	View chart
Pernod Ricard Fin S A Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (PRNDY)	0.0	$52k		2.7k	19.78	View chart
Regeneron Pharmaceuticals Om (REGN)	0.0	$51k		90.00	562.27	View chart
Ishares Tr Xpanded Tech (IGV)	0.0	$51k		440.00	115.01	View chart
Td Synnex Corporation Om (SNX)	0.0	$50k		304.00	163.75	View chart
S&p Global (SPGI)	0.0	$48k		100.00	481.44	View chart
Meta Platforms L A (META)	0.0	$48k	-24%	65.00	734.38	View chart
F5 Om (FFIV)	0.0	$47k		144.00	323.19	View chart
Mohawk Inds Om (MHK)	0.0	$45k		350.00	128.92	View chart
Cummins Om (CMI)	0.0	$44k		105.00	422.37	View chart
Marriott Intl L A (MAR)	0.0	$43k		164.00	260.31	View chart
Fti Consulting Om (FCN)	0.0	$42k		257.00	161.65	View chart
Taiwan Semiconductor Mfg Ponsored Ads (TSM)	0.0	$40k		142.00	279.29	View chart
Etf Opportunities Trust Edgeye Capital A	0.0	$38k	NEW	1.4k	27.33	View chart
Franklin Bsp Rlty Tr Ommon Stock (FBRT)	0.0	$37k		3.4k	10.86	View chart
Cargurus Om Cl A (CARG)	0.0	$37k		989.00	37.23	View chart
Vanguard Index Fds Eal Estate Etf (VNQ)	0.0	$37k		400.00	91.42	View chart
Axos Financial Om (AX)	0.0	$36k		426.00	84.65	View chart
Check Point Software Tech Lt RD (CHKP)	0.0	$36k		172.00	206.91	View chart
Advanced Micro Devices Om (AMD)	0.0	$35k	+4%	214.00	161.79	View chart
Vanguard Tax-managed Fds An Ftse Dev Mkt (VEA)	0.0	$34k		563.00	59.92	View chart
Vaneck Etf Trust Emiconductr Etf (SMH)	0.0	$33k		100.00	326.36	View chart
Ishares Tr Ussell 2000 Etf (IWM)	0.0	$32k		131.00	241.67	View chart
Tetra Tech Om (TTEK)	0.0	$31k		935.00	33.38	View chart
Grayscale Bitcoin Mini Tr Et Hs New (BTC)	0.0	$31k		615.00	50.63	View chart
Morgan Stanley Om New (MS)	0.0	$31k		192.00	158.96	View chart
Ishares Tr Sg Aw Msci Eafe (ESGD)	0.0	$30k		327.00	92.98	View chart
Hercules Capital Om (HTGC)	0.0	$30k		1.6k	18.91	View chart
Broadcom Om (AVGO)	0.0	$30k		90.00	329.91	View chart
Asml Holding N V Y Registry Shs (ASML)	0.0	$29k		30.00	968.10	View chart
Salesforce Om (CRM)	0.0	$28k		117.00	237.00	View chart
Intuitive Surgical Om New (ISRG)	0.0	$27k		60.00	447.23	View chart
Spdr Gold Tr Old Shs (GLD)	0.0	$27k		75.00	355.47	View chart
Wisdomtree Tr M Ex St-owned (XSOE)	0.0	$27k		700.00	37.94	View chart
Caterpillar Om (CAT)	0.0	$26k		54.00	477.15	View chart
Duke Energy Corp Om New (DUK)	0.0	$26k		206.00	123.75	View chart
Verisk Analytics Inc Class A Cl A Com (VRSK)	0.0	$24k		100.00	243.34	View chart
Rithm Capital Corp Om New (RITM)	0.0	$23k		2.0k	11.39	View chart
Supernus Pharmaceuticals Om (SUPN)	0.0	$23k		475.00	47.79	View chart
Capital One Finl Corp Om (COF)	0.0	$22k		102.00	212.58	View chart
Schwab Strategic Tr Undamental Us L (FNDX)	0.0	$22k		822.00	26.30	View chart
Fidelity Covington Trust Nhanced Large (FELC)	0.0	$21k	NEW	574.00	37.27	View chart
Ishares Tr Ore Msci Total (IXUS)	0.0	$19k		230.00	82.58	View chart
Schwab Strategic Tr Undamental Us S (FNDA)	0.0	$17k		560.00	31.16	View chart
Vanguard Mun Bd Fds Ax Exempt Bd (VTEB)	0.0	$17k		347.00	50.07	View chart
Sysco Corp Om (SYY)	0.0	$17k		206.00	82.34	View chart
Freeport-mcmoran L B (FCX)	0.0	$17k		431.00	39.22	View chart
Novo-nordisk A S DR (NVO)	0.0	$17k		302.00	55.49	View chart
Cf Inds Hldgs Om (CF)	0.0	$16k		175.00	89.70	View chart
Union Pac Corp Om (UNP)	0.0	$15k		65.00	236.37	View chart
Nextracker Lass A Com (NXT)	0.0	$15k		205.00	73.99	View chart
Adams Diversified Equity Om (ADX)	0.0	$15k		665.00	22.30	View chart
Ishares Tr Sg Awr Msci Usa (ESGU)	0.0	$14k		99.00	145.60	View chart
Ishares Sg Awr Msci Em (ESGE)	0.0	$14k		323.00	43.42	View chart
Costco Whsl Corp Om (COST)	0.0	$14k		15.00	925.60	View chart
Schwab Strategic Tr Undamental Intl (FNDF)	0.0	$14k		323.00	42.96	View chart
Boeing Om (BA)	0.0	$14k		64.00	215.83	View chart
Shell Pon Ads (SHEL)	0.0	$14k		189.00	71.53	View chart
Ishares Tr Sg Optimized (SUSA)	0.0	$13k		96.00	135.65	View chart
Invesco Exch Traded Fd Tr Ii Afi Emrgng Mrkt (PXH)	0.0	$13k		505.00	25.42	View chart
Marathon Pete Corp Om (MPC)	0.0	$12k		63.00	192.75	View chart
Huron Consulting Group Om (HURN)	0.0	$12k		80.00	146.78	View chart
Ishares Tr S Treas Bd Etf (GOVT)	0.0	$10k		443.00	23.12	View chart
Host Hotels & Resorts Om (HST)	0.0	$10k		588.00	17.03	View chart
Grayscale Bitcoin Trust Etf Hs Rep Com Ut (GBTC)	0.0	$9.9k		110.00	89.77	View chart
American Elec Pwr Om (AEP)	0.0	$8.8k		78.00	112.50	View chart
Eqt Corp Om (EQT)	0.0	$8.4k	-53%	154.00	54.43	View chart
Ishares Ore Msci Emkt (IEMG)	0.0	$8.2k		124.00	65.92	View chart
Totalenergies Se Ponsored Ads (TTE)	0.0	$8.1k		135.00	59.69	View chart
Ishares Tr Us 1000 Etf (IWB)	0.0	$8.0k	NEW	22.00	365.50	View chart
Select Sector Spdr Tr Bi Cons Stpls (XLP)	0.0	$8.0k		102.00	78.37	View chart
Pds Biotechnology Corp Om (PDSB)	0.0	$7.1k		7.0k	1.01	View chart
Schwab Strategic Tr Undamental Intl (FNDC)	0.0	$7.0k		158.00	44.51	View chart
Invesco Exchange Traded Fd T Afi Us 1000 Etf (PRF)	0.0	$6.6k		145.00	45.21	View chart
Ishares Bitcoin Trust Etf Hs Ben Int (IBIT)	0.0	$6.5k		100.00	65.00	View chart
Tidal Trust I Ofi Select 500 (SFY)	0.0	$6.3k		49.00	129.18	View chart
Comcast Corp L A (CMCSA)	0.0	$5.8k		186.00	31.42	View chart
Fidelity Covington Trust Ml Mid Mltfct (FSMD)	0.0	$5.5k	NEW	126.00	44.01	View chart
Synchrony Financial Om (SYF)	0.0	$5.5k		77.00	71.05	View chart
Conocophillips Om (COP)	0.0	$5.0k		53.00	94.58	View chart
Schwab Strategic Tr S Mid-cap Etf (SCHM)	0.0	$2.9k		99.00	29.64	View chart
Brookfield Wealth Sol L A Exchangeab (BNT)	0.0	$2.7k		39.00	68.49	View chart
Baxter Intl Om (BAX)	0.0	$2.3k		100.00	22.77	View chart
Ford Mtr Om (F)	0.0	$1.4k		117.00	11.95	View chart
Ishares Tr Sci Usa Value (VLUE)	0.0	$875.000000		7.00	125.00	View chart
Walt Disney	0.0	$559.000000		5.00	111.80	View chart
Hasbro (HAS)	0.0	$528.000200		7.00	75.43	View chart
Newell Rubbermaid (NWL)	0.0	$506.000000		100.00	5.06	View chart
Mattel (MAT)	0.0	$420.998900		23.00	18.30	View chart
Ishares M Mkt Sm-cp Etf (EEMS)	0.0	$204.000000		3.00	68.00	View chart
Nio Pon Ads (NIO)	0.0	$76.000000		10.00	7.60	View chart

Past Filings by Kathleen S. Wright Associates

SEC 13F filings are viewable for Kathleen S. Wright Associates going back to 2021

Kathleen S. Wright Associates 2025 Q3 filed Oct. 10, 2025
Kathleen S. Wright Associates 2025 Q2 filed July 31, 2025
Kathleen S. Wright Associates 2025 Q1 filed May 6, 2025
Kathleen S. Wright Associates 2024 Q4 filed Jan. 27, 2025
Kathleen S. Wright Associates 2024 Q3 filed Oct. 11, 2024
Kathleen S. Wright Associates 2024 Q2 filed July 18, 2024
Kathleen S. Wright Associates 2024 Q1 filed April 17, 2024
Kathleen S. Wright Associates 2023 Q4 filed Feb. 1, 2024
Kathleen S. Wright Associates 2023 Q3 filed Oct. 23, 2023
Kathleen S. Wright Associates 2023 Q2 filed July 20, 2023
Kathleen S. Wright Associates 2023 Q1 filed April 21, 2023
Kathleen S. Wright Associates 2022 Q4 filed Feb. 2, 2023
Kathleen S. Wright Associates 2022 Q3 filed Oct. 19, 2022
Kathleen S. Wright Associates 2022 Q2 filed July 15, 2022
Kathleen S. Wright Associates 2022 Q1 filed April 29, 2022
Kathleen S. Wright Associates 2021 Q4 filed Feb. 2, 2022

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