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Kathleen S. Wright Associates Inc.
Kathleen S. Wright Associates Inc. is a Pittsburgh, Pennsylvania-based registered investment adviser founded in 1989 (as inferred from regulatory history). The firm, also known publicly as Wright Associates, specializes in fiduciary financial advisory and investment management, primarily serving private clients, families, and retirement accounts. They offer a range of services including retirement and tax planning, and have a small professional team administering investment management. As of 2025, the firm manages approximately $240 million in assets and holds hundreds of diversified securities in client accounts. Their focus is providing personalized, long-term wealth planning and investment advisory services to individuals and families.
Investment Strategy
Kathleen S. Wright Associates Inc. employs an investment strategy centered on careful portfolio construction tailored to each client's income needs, risk tolerance, time horizon, and financial goals. The firm seeks diversified, long-term growth and stability, often investing in large-cap US equities, broad index ETFs, and quality positions. A strong emphasis is placed on aligning investments with comprehensive financial and tax planning, including retirement income projections and Roth conversion strategies. Portfolio holdings reflect a diversified approach with significant allocations to leading ETFs and top US stocks, focusing both on broad market exposure and tactical position adjustments in response to evolving client needs and market conditions.
Latest 13F Filing Activity
Kathleen S. Wright Associates Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 229 equity positions with a total 13F market value of $270M. The fund increased holdings in Vanguard Index FDS, Vaneck Etf Trust, Vanguard Index FDS among other positions. Kathleen S. Wright Associates Inc. reduced exposure to Ishares TR, Ansys Inc., Markel Group Inc. among others.
Top Holdings
Equity Positions (229)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.74% | $29.0M | 47,275 | $442.47 | $612.38 | +$3.2M |
| BERKSHIRE HATHAWAY INC DEL | 9.13% | $24.6M | 48,969 | $305.62 | $502.74 | +$225.5K | |
M MOAT | VANECK ETF TRUST | 6.18% | $16.7M | 168,156 | $78.63 | $99.11 | +$1.3M |
S SGOV | ISHARES TR | 5.00% | $13.5M | 133,816 | $100.50 | $100.70 | -$1.4M |
V VUG | VANGUARD INDEX FDS | 4.20% | $11.3M | 23,620 | $284.50 | $479.61 | +$1.1M |
Industry Allocation
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