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

Koss-Olinger Consulting, LLC

Koss-Olinger Consulting's hedge fund based in Greenwich, CT — $1.2B in tracked AUM across 254 positions as of Q1 2026.

KC
Koss-Olinger Consulting·Greenwich, CT·Hedge Fund
CIK 0001861163 · last filed Mar 31, 2026
Total AUM
$1.2B
▼ 2.3%
vs prior
Holdings
254
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Koss-Olinger Consulting, 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
SCHX
SCHWAB U.S. LARGE-CAP ETF
$269M10.5M22.5%
02
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$117M1.3M9.8%
03
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
$82M829K6.9%
04
ACWX
ISHARES MSCI ACWI EX U.S. ETF
$82M1.2M6.9%
05
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$63M1.1M5.3%
06
JPSE
JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF
$54M1.0M4.5%
07
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$46M1.3M3.9%
08
SPEM
STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
$35M750K2.9%
09
BLV
VANGUARD LONG-TERM BOND ETF
$27M388K2.2%
10
EFIV
STATE STREET SPDR S&P 500 ESG ETF
$26M412K2.2%

Filing history

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