Koss-Olinger Consulting
$1.3B 13F equity value
263 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Koss-Olinger Consulting covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 12,808,366 | $377M | 29.0% |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | 2,207,262 | $168M | 12.9% |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 1,347,216 | $124M | 9.6% |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 1,574,014 | $106M | 8.2% |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 899,732 | $89M | 6.9% |
| JPSE | JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF | 1,075,753 | $65M | 5.0% |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 743,148 | $51M | 3.9% |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 1,183,714 | $44M | 3.4% |
| BKLN | INVESCO SENIOR LOAN ETF | 1,639,480 | $33M | 2.6% |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 407,529 | $30M | 2.3% |
Track Koss-Olinger Consulting's 13F portfolio: $1.3B in reported holdings, 263 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}