Koss-Olinger Consulting, LLC

DOSSIER · 13F-HR · Q1 2026

Koss-Olinger Consulting, LLC

$1.2B in tracked AUM across 254 positions as of Q1 2026.

KC

CIK 0001861163 · last filed Mar 31, 2026

Total AUM

$1.2B

as of Q1 2026

Holdings

254

—

positions

Whale Score

64

64

tracked

Activity

—

no data

changes this Q

AI Analysis · 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