Kathleen S. Wright Associates Inc.

PITTSBURGH, PA · CIK 1908433 · 13F filing filed 2025-10-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPittsburgh, PA

$269.7m reported value +5.2% vs Q2 2025

236positions

49.3%in top 10

4 new 50 added 37 reduced 13 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	47,275	$29.0m10.74%	10.74%	Added +2.0k	+2,011 4.4%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	48,969	$24.6m9.13%	9.13%	Reduced -1.3k	-1,293 -2.6%
3	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	168,156	$16.7m6.18%	6.18%	Added +4.6k	+4,626 2.8%
4	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	133,816	$13.5m5.00%	5.00%	Reduced -14.0k	-13,974 -9.5%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	23,620	$11.3m4.20%	4.20%	Added +318	+318 1.4%
6	VANGUARD INDEX FDS MID CAP ETF VO	VO	31,693	$9.3m3.45%	3.45%	Added +999	+999 3.2%
7	WISDOMTREE TR US SMALLCAP FUND EES	EES	134,121	$7.5m2.78%	2.78%	Reduced -579	-579 -0.4%
8	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	22,129	$7.3m2.69%	2.69%	Added +760	+760 3.6%
9	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	79,851	$7.2m2.65%	2.65%	Added +907	+907 1.1%
10	AMERICAN EXPRESS CO COM AXP	AXP	20,083	$6.6m2.44%	2.44%	Reduced -344	-344 -1.7%
11	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	274,365	$6.4m2.37%	2.37%	Added +9.4k	+9,425 3.6%
12	ISHARES TR MSCI USA MIN VOL USMV	USMV	63,955	$6.1m2.26%	2.26%	Added +58	+58 0.1%
13	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	127,093	$5.8m2.14%	2.14%	Added +985	+985 0.8%
14	BROOKFIELD CORP CL A LTD VT SH BN	BN	81,634	$5.6m2.07%	2.07%	Reduced -200	-200 -0.2%
15	EA SERIES TRUST US QUAN VALUE QVAL	QVAL	105,374	$4.9m1.82%	1.82%	Reduced -957	-957 -0.9%
16	VANGUARD INDEX FDS SMALL CP ETF VB	VB	15,224	$3.9m1.44%	1.44%	Added +634	+634 4.3%
17	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	17,867	$3.7m1.38%	1.38%	Added +206	+206 1.2%
18	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	102,738	$3.5m1.31%	1.31%	Added +319	+319 0.3%
19	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	48,342	$3.5m1.30%	1.30%	Reduced -1.2k	-1,172 -2.4%
20	AMAZON COM INC COM AMZN	AMZN	13,862	$3.1m1.14%	1.14%	Reduced -43	-43 -0.3%
21	ISHARES TR CORE S&P500 ETF IVV	IVV	4,520	$3.0m1.12%	1.12%	Reduced -38	-38 -0.8%
22	SCHWAB STRATEGIC TR INT-TRM U.S TRES SCHR	SCHR	110,723	$2.8m1.03%	1.03%	Added +11.0k	+10,965 11.0%
23	VISA INC COM CL A V	V	7,727	$2.7m0.99%	0.99%	Unchanged
24	MARKEL GROUP INC COM MKL	MKL	1,378	$2.7m0.98%	0.98%	Reduced -86	-86 -5.9%
25	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,639	$2.6m0.96%	0.96%	Added +190	+190 1.8%
26	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	53,010	$2.5m0.92%	0.92%	Added +1.4k	+1,358 2.6%
27	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	29,262	$2.3m0.86%	0.86%	Added +73	+73 0.2%
28	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	7,583	$2.2m0.82%	0.82%	Unchanged
29	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	15,100	$2.2m0.80%	0.80%	Reduced -484	-484 -3.1%
30	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	40,637	$2.1m0.77%	0.77%	Reduced -776	-776 -1.9%
31	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	64,425	$2.1m0.77%	0.77%	Added +39	+39 0.1%
32	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	27,710	$2.1m0.76%	0.76%	Added +557	+557 2.0%
33	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	27,018	$2.0m0.74%	0.74%	Added +3.4k	+3,443 14.6%
34	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	17,938	$2.0m0.73%	0.73%	Unchanged
35	JOHNSON & JOHNSON COM JNJ	JNJ	8,700	$1.6m0.61%	0.61%	Added +1.2k	+1,200 16.0%
36	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	27,783	$1.6m0.59%	0.59%	Unchanged
37	SPDR INDEX SHS FDS S&P EMKTSC ETF EWX	EWX	23,314	$1.6m0.58%	0.58%	Reduced -802	-802 -3.3%
38	ISHARES TR MSCI EAFE MIN VL EFAV	EFAV	18,304	$1.6m0.58%	0.58%	Reduced -132	-132 -0.7%
39	VANGUARD WELLINGTON FD SHORT TRM TAX EX VTES	VTES	15,160	$1.5m0.57%	0.57%	Added +260	+260 1.7%
40	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	49,051	$1.5m0.57%	0.57%	Added +4.4k	+4,432 9.9%
41	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	10,664	$1.5m0.56%	0.56%	Added +83	+83 0.8%
42	SPDR SER TR PORTFOLIO CRPORT SPBO	SPBO	50,348	$1.5m0.55%	0.55%	Added +5.6k	+5,562 12.4%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	5,940	$1.5m0.54%	0.54%	Unchanged
44	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	9,072	$1.3m0.46%	0.46%	Unchanged
45	ISHARES TR 1 3 YR TREAS BD SHY	SHY	14,718	$1.2m0.45%	0.45%	Reduced -10	-10 -0.1%
46	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		16,342	$1.2m0.44%	0.44%	Added +788	+788 5.1%
47	VANECK ETF TRUST MRNGSTR INT MOAT MOTI	MOTI	31,685	$1.2m0.44%	0.44%	Reduced -85	-85 -0.3%
48	DAVIS FUNDAMENTAL ETF TR SELECT US EQTY DUSA	DUSA	23,225	$1.1m0.41%	0.41%	Unchanged
49	VANGUARD INDEX FDS VALUE ETF VTV	VTV	5,732	$1.1m0.40%	0.40%	Unchanged
50	ISHARES TR HDG MSCI EAFE HEFA	HEFA	26,879	$1.1m0.39%	0.39%	Added +29	+29 0.1%
51	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	22,539	$1.1m0.39%	0.39%	Added +2.2k	+2,214 10.9%
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	16,069	$1.0m0.39%	0.39%	Reduced -34	-34 -0.2%
53	MICROSOFT CORP COM MSFT	MSFT	1,915	$991.9k0.37%	0.37%	Added +12	+12 0.6%
54	ISHARES TR MSCI USA MMENTM MTUM	MTUM	3,758	$963.7k0.36%	0.36%	Reduced -103	-103 -2.7%
55	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	10,939	$926.3k0.34%	0.34%	Reduced -15	-15 -0.1%
56	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		27,919	$888.9k0.33%	0.33%	Added +1.2k	+1,179 4.4%
57	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	22,384	$863.4k0.32%	0.32%	Added +12.4k	+12,439 125.1%
58	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	16,898	$814.3k0.30%	0.30%	Unchanged
59	ISHARES INC MSCI EMERG MRKT EEMV	EEMV	12,624	$805.8k0.30%	0.30%	Reduced -300	-300 -2.3%
60	DAVIS FUNDAMENTAL ETF TR SELCT INTL ETF DINT	DINT	28,755	$804.6k0.30%	0.30%	Added +952	+952 3.4%
61	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	14,822	$798.5k0.30%	0.30%	Added +4	+4 0.0%
62	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,656	$789.0k0.29%	0.29%	Added +73	+73 2.0%
63	Berkshire Hat A 100th COM COM		1	$751.0k0.28%	0.28%	Unchanged
64	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	17,514	$749.4k0.28%	0.28%	Reduced -1.0k	-1,009 -5.5%
65	COCA COLA CONS INC COM COKE	COKE	11,000	$727.2k0.27%	0.27%	Unchanged
66	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	11,403	$651.1k0.24%	0.24%	Unchanged
67	WHITE MTNS INS GROUP LTD COM WTM	WTM	340	$646.8k0.24%	0.24%	Reduced -40	-40 -10.5%
68	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,002	$594.4k0.22%	0.22%	Reduced -180	-180 -3.5%
69	PNC FINL SVCS GROUP INC COM PNC	PNC	3,055	$583.7k0.22%	0.22%	Reduced -791	-791 -20.6%
70	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	13,199	$564.4k0.21%	0.21%	Unchanged
71	BOOKING HOLDINGS INC COM BKNG	BKNG	102	$534.1k0.20%	0.20%	Unchanged
72	ROSS STORES INC COM ROST	ROST	3,400	$513.2k0.19%	0.19%	Unchanged
73	WELLS FARGO CO NEW COM WFC	WFC	6,075	$503.3k0.19%	0.19%	Unchanged
74	CSW INDUSTRIALS INC COM CSW	CSW	2,000	$489.7k0.18%	0.18%	Unchanged
75	ISHARES TR 3 7 YR TREAS BD IEI	IEI	4,050	$484.0k0.18%	0.18%	Added +50	+50 1.2%
76	ISHARES GOLD TR ISHARES NEW IAU	IAU	6,649	$483.8k0.18%	0.18%	Unchanged
77	APPLE INC COM AAPL	AAPL	1,871	$476.4k0.18%	0.18%	Unchanged
78	AMERICAN TOWER CORP NEW COM AMT	AMT	2,510	$473.1k0.18%	0.18%	Reduced -350	-350 -12.2%
79	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	9,297	$471.6k0.17%	0.17%	Reduced -514	-514 -5.2%
80	Nestle SA ADR COM NSRGY	NSRGY	4,790	$446.3k0.17%	0.17%	Unchanged
81	MOODYS CORP COM MCO	MCO	900	$434.9k0.16%	0.16%	Unchanged
82	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,840	$413.6k0.15%	0.15%	Unchanged
83	VERIZON COMMUNICATIONS INC COM VZ	VZ	9,181	$403.5k0.15%	0.15%	Reduced -139	-139 -1.5%
84	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	7,370	$399.3k0.15%	0.15%	Added +2	+2 0.0%
85	COSTAR GROUP INC COM CSGP	CSGP	4,700	$375.1k0.14%	0.14%	Reduced -500	-500 -9.6%
86	VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO	IVOO	3,333	$367.9k0.14%	0.14%	Added +8	+8 0.2%
87	LATTICE STRATEGIES TR HARTFORD US EQTY ROUS	ROUS	6,200	$356.4k0.13%	0.13%	Unchanged
88	SPDR SER TR BBG CONV SEC ETF CWB	CWB	3,903	$353.2k0.13%	0.13%	Unchanged
89	DISNEY WALT CO COM DIS	DIS	3,075	$352.1k0.13%	0.13%	Unchanged
90	ISHARES TR SHRT NAT MUN ETF SUB	SUB	3,294	$351.7k0.13%	0.13%	Added +1	+1 0.0%
91	DIAGEO PLC COM DGEAF	DGEAF	3,460	$330.7k0.12%	0.12%	Unchanged
92	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	7,348	$328.4k0.12%	0.12%	Unchanged
93	ISHARES TR A RATE CP BD ETF QLTA	QLTA	6,600	$319.9k0.12%	0.12%	Added +500	+500 8.2%
94	PFIZER INC COM PFE	PFE	11,225	$289.7k0.11%	0.11%	Unchanged
95	MASTERCARD INCORPORATED CL A MA	MA	500	$289.3k0.11%	0.11%	Unchanged
96	SCHWAB CHARLES CORP COM SCHW	SCHW	3,000	$285.9k0.11%	0.11%	Unchanged
97	LATTICE STRATEGIES TR HARTFORD MLT ETF RODM	RODM	7,992	$283.9k0.11%	0.11%	Unchanged
98	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	922	$283.9k0.11%	0.11%	Added +1	+1 0.1%
99	DICKS SPORTING GOODS INC COM DKS	DKS	1,250	$277.8k0.10%	0.10%	Unchanged
100	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,442	$273.6k0.10%	0.10%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
ANSYS INC ANSS	ANSS	2,200	$772.7k2.2k shares
WORKDAY INC WDAY	WDAY	280	$67.2k280 shares
JPMORGAN CHASE & CO JPM	JPM	200	$58.0k200 shares
TEXAS INSTRS INC TXN	TXN	250	$51.9k250 shares
BANK NEW YORK MELLON CORP BNY	BNY	550	$50.1k550 shares
F N B CORP FNB	FNB	2,349	$34.3k2.3k shares
RTX CORPORATION RTX	RTX	210	$30.7k210 shares
PEPSICO INC PEP	PEP	200	$26.4k200 shares
ARCHER DANIELS MIDLAND CO ADM	ADM	350	$18.5k350 shares
AMPLIFY ETF TR NDIV	NDIV	500	$13.9k500 shares
AT&T INC T	T	450	$13.0k450 shares
SPDR SER TR BIL	BIL	26	$2.4k26 shares
PARAMOUNT GLOBAL PARAA	PARAA	8	$1858 shares