Koss-Olinger Consulting, LLC

DOSSIER · 13F-HR · Q2 2026

Koss-Olinger Consulting, LLC

$1.3B in tracked AUM across 172 positions as of Q2 2026.

KC

CIK 0001861163 · last filed Jun 30, 2026

Total AUM

$1.3B

as of Q2 2026

Holdings

172

—

positions

Whale Score

74

74

strong

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Koss-Olinger Consulting, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHX

SCHWAB U.S. LARGE-CAP ETF

$377M12.8M29.0%02

ACWX

ISHARES MSCI ACWI EX U.S. ETF

$168M2.2M12.9%03

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$124M1.3M9.6%04

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

$106M1.6M8.2%05

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

$89M900K6.9%06

JPSE

JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF

$65M1.1M5.0%07

EEM

ISHARES MSCI EMERGING MARKETS ETF

$51M743K3.9%08

USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF