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CIK: 0001904326
Total reported value
$163.8M
$163.8M
155 檔
32.6%
At the close of Q2 2024, Kolinsky Wealth Management, LLC disclosed equity holdings valued at approximately $163.8M, spread across 155 reported holdings.
During Q2 2024, Kolinsky Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 20.22% | — | +0.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.23% | — | +5.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.40% | — | -9.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.23% | — | +6.62% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.13% | — | +2.78% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.95% | — | +3.84% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | — | +906.46% | |
| 8 | IHDG | Wisdomtree International Hed | ETF-Other | 2.30% | — | +17.48% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | — | +7.88% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.51% | — | +10.26% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | — | +1.73% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.17% | — | -3.87% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | — | +2.96% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.08% | — | +2.46% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.96% | — | +3.21% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.96% | — | +15.90% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | — | -10.35% | |
| 18 | ADBE | Adobe Inc | Stock-Tech | 0.80% | — | -5.57% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | — | +2.16% | |
| 20 | EME | Emcor Group Inc | Stock-Industrials | 0.74% | — | — | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.72% | — | +2.14% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | — | +1.75% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | — | +4.66% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | — | -2.70% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.68% | — | -43.48% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | — | +7.29% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | — | +54.77% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.59% | — | -7.32% | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 0.57% | — | -2.27% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | — | +12.81% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 0.56% | — | +6.89% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.56% | — | +6.64% | |
| 33 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.55% | — | +0.29% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.54% | — | +10.01% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | — | +2.04% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.53% | — | +52.20% | |
| 37 | RACE | Ferrari N.V. | Stock-Consumer Disc | 0.52% | — | +3.99% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +8.88% | |
| 39 | SSD | Simpson Manufacturing Co Inc | Stock-Materials | 0.49% | — | +0.05% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | — | +14.27% | |
| 41 | FCN | Fti Consulting Inc | Stock-Industrials | 0.47% | — | +0.07% | |
| 42 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.47% | — | +4775.93% | |
| 43 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.47% | — | -1.22% | |
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.47% | — | +6.09% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.46% | — | +3.50% | |
| 46 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.46% | — | +3.61% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | — | +3.38% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.42% | — | +2.26% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.42% | — | +39.65% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | — | -6.26% |
According to official SEC Form 13F filings, Kolinsky Wealth Management, LLC reported a total U.S. public equity portfolio value of $163.8M across 155 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, MSFT, SPY) accounted for 32.6% of total reported equity market value during Q2 2024.
During Q2 2024, Kolinsky Wealth Management, LLC's top holdings by market value included SCHX (20.2%)、MSFT (6.2%)、SPY (4.4%). The largest single position, SCHX, represented 20.2% of total portfolio value.
In Q2 2024, Kolinsky Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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