13F Insight
DOSSIER · 13F-HR · Q1 2026

Koenig Investment Advisory, LLC

Koenig Investment Advisory's hedge fund based in London, UK — $118M in tracked AUM across 36 positions as of Q1 2026.

KI
Koenig Investment Advisory·London, UK·Hedge Fund
CIK 0002114481 · last filed Mar 31, 2026
Total AUM
$118M
▲ 13.4%
vs prior
Holdings
36
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Koenig Investment Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FLV
AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF
$16M205K13.3%
02
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
$14M149K11.8%
03
VO
VANGUARD MID-CAP ETF
$12M41K10.0%
04
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$10M105K8.8%
05
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
$10M206K8.1%
06
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
$9M91K7.8%
07
SDY
STATE STREET SPDR S&P DIVIDEND ETF
$7M51K6.4%
08
MSFT
MICROSOFT CORP COM
$7M20K6.3%
09
VOO
VANGUARD S&P 500 ETF
$6M10K5.1%
10
ABBV
ABBVIE INC COM
$3M13K2.4%

Filing history

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