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CIK: 0001861163
Total reported value
$1.3B
$1.3B
307 檔
33.3%
In Q1 2025, Koss-Olinger Consulting, LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 307 disclosed stock positions.
In Q1 2025, Koss-Olinger Consulting, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 18.37% | +6.48% | +0.41% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 5.30% | -0.23% | +1.85% | |
| 3 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 4.66% | +0.46% | +2.43% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 4.07% | -0.50% | +1.15% | |
| 5 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 4.06% | -0.25% | +1.06% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.74% | +2.91% | +3.45% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.91% | -2.92% | +2.66% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.87% | -0.04% | +5.19% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.73% | -1.07% | -1.65% | |
| 10 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 2.63% | — | +0.66% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.57% | -0.32% | +6.85% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-Other | 2.22% | -0.82% | +1.15% | |
| 13 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 2.11% | — | +1.60% | |
| 14 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 2.10% | +0.11% | +30.59% | |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 2.01% | -0.92% | +1.28% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.77% | -0.10% | +0.61% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.68% | -0.53% | -5.01% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.37% | -0.83% | -2.16% | |
| 19 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.18% | -0.37% | -1.67% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.05% | +89.38% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.96% | -0.44% | +4.85% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | -0.62% | +0.89% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.93% | -0.58% | +0.31% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | -0.99% | -2.93% | |
| 25 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.71% | -0.01% | +1.20% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.40% | -3.44% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.07% | -1.71% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.55% | -0.37% | -0.58% | |
| 29 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.49% | +0.04% | +1.38% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.19% | +36.82% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.01% | -6.23% | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.42% | -0.14% | -1.37% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | -0.16% | -10.28% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | -0.21% | -11.02% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.37% | -0.13% | -0.48% | |
| 36 | ROKU | Roku Inc | Stock-Comm Services | 0.36% | — | — | |
| 37 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.35% | -0.07% | -10.21% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.34% | -0.16% | -0.20% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | — | |
| 40 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.31% | +0.02% | — | |
| 41 | PACB | Pacific Biosciences Of Calif | Stock-Other | 0.30% | — | +50.00% | |
| 42 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.26% | -0.05% | -13.15% | |
| 43 | CGW | Invesco S&p Global Water Ind | ETF-Other | 0.26% | -0.07% | -5.51% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.25% | +0.07% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.04% | +1.45% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.24% | -0.06% | — | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.24% | -0.06% | +5.52% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.01% | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.22% | +0.03% | +0.63% | |
| 50 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.22% | -0.20% | +0.33% |
According to official SEC Form 13F filings, Koss-Olinger Consulting, LLC reported a total U.S. public equity portfolio value of $1.3B across 307 disclosed positions in Q1 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 SCHX, BOND, JPSE) accounted for 33.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHX
市值: $218.0M
During Q1 2025, Koss-Olinger Consulting, LLC's top holdings by market value included SCHX (18.4%)、BOND (5.3%)、JPSE (4.7%). The largest single position, SCHX, represented 18.4% of total portfolio value.
In Q1 2025, Koss-Olinger Consulting, LLC made 50 total portfolio adjustments, initiating 50 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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