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CIK: 0001633389
Total reported value
$1.9B
$1.9B
716 檔
12.5%
As reported in its official Q3 2025 Form 13F filing, Koshinski Asset Management, Inc.'s tracked investment portfolio stood at $1.9B with 716 total positions.
In Q3 2025, Koshinski Asset Management, Inc. displayed an active expansion posture, initiating 41 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 716 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.43% | +0.09% | -100.00% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 4.23% | -0.08% | +5.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.83% | -0.06% | -0.47% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.49% | +0.08% | +0.97% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.14% | +1.15% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | -0.02% | +1.96% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.42% | +0.04% | +2.81% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.42% | +0.03% | -3.44% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | +0.05% | +4.77% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.41% | -0.02% | -2.69% | |
| 11 | DIVI | Franklin International Core | ETF-Other | 1.29% | -0.06% | +45.90% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | +0.13% | -0.25% | |
| 13 | WCMI | Ft Wcm International ETF | ETF-Other | 1.23% | +0.14% | -100.00% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.21% | -0.31% | +7.78% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.19% | -0.13% | +582.54% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.01% | +2.23% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.14% | +0.04% | -9.00% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | -0.13% | +4.18% | |
| 19 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.97% | -0.11% | -1.18% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.96% | -0.10% | -9.43% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | -0.02% | -1.90% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-Other | 0.84% | -0.04% | -33.64% | |
| 23 | DE | Deere & Co | Stock-Industrials | 0.79% | -0.04% | +2.78% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | +4.26% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.67% | -0.02% | -1.75% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.04% | +2.21% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.10% | +12.29% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.62% | -0.05% | -57.52% | |
| 29 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.21% | -0.75% | |
| 30 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.61% | +0.02% | +11.79% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.61% | +0.03% | +11.18% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.01% | +1.07% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.15% | -1.99% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | -0.03% | +8.88% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.07% | +3.82% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.03% | +5.38% | |
| 37 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.55% | -0.01% | +2.42% | |
| 38 | CGDV | Cap Group Dividend Value | ETF-Other | 0.54% | — | +5.61% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | — | +3.61% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | -0.04% | -7.93% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.15% | -4.37% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.06% | +0.17% | |
| 43 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.49% | +0.01% | +14.10% | |
| 44 | CGMU | Cap Group Municipal Income | ETF-Other | 0.47% | -0.05% | +21.00% | |
| 45 | CGGR | Cap Group Growth Equity | ETF-Other | 0.47% | +0.01% | +10.69% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.03% | -0.73% | |
| 47 | GENT | Genter Capital Taxable | ETF-Other | 0.42% | -0.03% | +28.08% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.04% | +4.08% | |
| 49 | ANET | Arista Networks Inc | Stock-Tech | 0.41% | +0.06% | +3.17% | |
| 50 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.40% | +0.02% | +48.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WCMI | Ft Wcm International ETF | +1.2% | EXIT | Sold out |
| 2 | FBND | Fidelity Total Bond ETF | +0.7% | +582.54% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +1.96% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +4.18% | Add |
| 5 | DIVI | Franklin International Core | +0.4% | +45.90% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | -9.00% | Trim |
| 7 | CGHM | Cap Group Muni High-income | +0.2% | +296.51% | Add |
| 8 | MSFT | Microsoft CORP | +0.2% | +1.15% | Add |
| 9 | FEZ | State Street Spdr Euro Stoxx | +0.2% | +14.10% | Add |
| 10 | ZECP | Zacks Earnings Consistent Po | +0.2% | +337.81% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | +1.07% | Add |
| 12 | XRNPX | Cohen & Steers Reit And Pref | +0.2% | +157.15% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.2% | +7.78% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.82% | Add |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +66.22% | Add |
| 16 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +48.71% | Add |
| 17 | ANET | Arista Networks Inc | +0.1% | +3.17% | Add |
| 18 | CGBL | Cap Group Core Balanced | +0.1% | +88.03% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +0.17% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +5.38% | Add |
| 21 | CGGR | Cap Group Growth Equity | +0.1% | +10.69% | Add |
| 22 | FTLS | First Trust Long/short Eqty | +0.1% | +48.37% | Add |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +41.44% | Add |
| 24 | GENM | Genter Capital Municipal | +0.1% | +297.82% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +4.26% | Add |
| 26 | CAT | Caterpillar Inc | +0.1% | -0.75% | Trim |
| 27 | SCHG | Schwab US Large-cap Growth | +0.1% | EXIT | Sold out |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.25% | Add |
| 29 | IYW | Ishares Ustechnology ETF | +0.1% | +0.14% | Add |
| 30 | CGUS | Cap Group Core Equity | +0.1% | +37.40% | Add |
| 31 | VRT | Vertiv Holdings Co-a | +0.1% | -1.41% | Add |
| 32 | GEV | GE Vernova Inc | +0.1% | +4.55% | Add |
| 33 | PKW | Invesco Buyback Achievers Et | +0.1% | +11.79% | Add |
| 34 | CGDV | Cap Group Dividend Value | +0.1% | +5.61% | Add |
| 35 | ORCL | Oracle CORP | +0.1% | -10.78% | Trim |
| 36 | SO | Southern Co/the | +0.1% | +34.77% | Add |
| 37 | MU | Micron Technology Inc | +0.1% | -1.62% | Trim |
| 38 | CGMU | Cap Group Municipal Income | 0% | +21.00% | Add |
| 39 | FDVV | Fidelity High Dividend ETF | 0% | -1.03% | Add |
| 40 | NFLX | Netflix Inc | 0% | +1.83% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | +3.12% | Add |
| 42 | IBIT | Ishares Bitcoin Trust ETF | 0% | +68.07% | Add |
| 43 | XLK | Ss Technology Select Sector | 0% | +5.49% | Add |
| 44 | IVW | Ishares S&p 500 Growth ETF | 0% | +1.31% | Add |
| 45 | VGSH | Vanguard Short-term Treasury | 0% | +54.58% | Add |
| 46 | PANW | Palo Alto Networks Inc | 0% | +3.99% | Add |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 0% | +6.74% | Add |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +76.89% | Add |
| 49 | SLV | Ishares Silver Trust | 0% | -3.90% | Add |
| 50 | GS | Goldman Sachs Group Inc | 0% | +19.02% | Add |
According to official SEC Form 13F filings, Koshinski Asset Management, Inc. reported a total U.S. public equity portfolio value of $1.9B across 716 disclosed positions in Q3 2025.
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 SCHG, VTV, AAPL) accounted for 12.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
GENT
市值: $6.3M
Top Position Liquidated / Trimmed
SCHG
前期市值: $51.5M
During Q3 2025, Koshinski Asset Management, Inc.'s top holdings by market value included SCHG (4.4%)、VTV (4.2%)、AAPL (2.8%). The largest single position, SCHG, represented 4.4% of total portfolio value.
In Q3 2025, Koshinski Asset Management, Inc. made 200 total portfolio adjustments, initiating 41 new buys, adding to 110 positions, trimming 42 holdings, and fully liquidating 7 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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