Koss-Olinger Consulting, LLC holds a focused book of 307 stocks worth $1.2B as of Q1 2025 (disclosed May 12, 2025, a ~42-day 13F lag). This quarter they opened Vanguard S&P 500 ETF and trimmed Ishares S&P 500 Value ETF. Their largest long position is Schwab US Large-Cap ETF at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
20% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Koss-Olinger Consulting, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $619.8B |
| MORGAN STANLEY | 80 / 80 | $430.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $119.3B |
| LPL Financial LLC | 80 / 80 | $78.0B |
| Cetera Investment Advisers | 80 / 80 | $21.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $14.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $425.1B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $303.8B |
Ranked by how many of Koss-Olinger Consulting, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LRG CAP ETF | $218.0M | 9.87M | 18.4% | ▲+0.4% Added · +41K sh | |
| 2 | Pimco ETF TR ACTIVE BD ETF | $62.9M | 679.9K | 5.3% | ▲+1.8% Added · +12K sh | |
| 3 | J P Morgan Exchange Traded F DIVERSFD EQT ETF | $55.3M | 1.27M | 4.7% | ▲+2.4% Added · +30K sh | |
| 4 | Ishares TR BROAD USD HIGH | $48.4M | 1.31M | 4.1% | ▲+1.1% Added · +15K sh | |
| 5 | Vanguard BD Index FDS LONG TERM BOND | $48.2M | 684.6K | 4.1% | ▲+1.1% Added · +7K sh | |
| 6 | SPDR Ser TR PORTFOLIO S&P400 | $44.4M | 867.8K | 3.7% | ▲+3.5% Added · +29K sh | |
| 7 | SPDR Index SHS FDS PORTFOLIO EMG MK | $34.6M | 878.3K | 2.9% | ▲+2.6% Added · +23K sh | |
| 8 | Ishares TR CORE US AGGBD ET | $34.0M | 344.2K | 2.9% | ▲+5.2% Added · +17K sh | |
| 9 | Ishares TR S&P 500 VAL ETF | $32.4M | 170.2K | 2.7% | ▼−1.6% Reduced · −3K sh | |
| 10 | Pacer FDS TR TRENDP US LAR CP | $31.2M | 606.4K | 2.6% | ▲+0.7% Added · +4K sh | |
| 11 | SPDR Ser TR PRTFLO S&P500 VL | $30.5M | 597.2K | 2.6% | ▲+6.8% Added · +38K sh | |
| 12 | Ishares TR INTRM GOV CR ETF | $26.4M | 249.0K | 2.2% | ▲+1.1% Added · +3K sh | |
| 13 | Vaneck ETF Trust EMERGING MRKT HI | $25.0M | 1.27M | 2.1% | ▲+1.6% Added · +20K sh | |
| 14 | SPDR Ser TR S&P 500 ESG ETF | $25.0M | 466.8K | 2.1% | ▲+31% Added · +109K sh | |
| 15 | Ishares TR CORE 1 5 YR USD | $23.8M | 492.3K | 2.0% | ▲+1.3% Added · +6K sh | |
| 16 | Tesla Inc COM | $21.0M | 81.1K | 1.8% | ▲+0.6% Added · +493 sh | |
| 17 | Ishares TR RUS 1000 ETF | $19.9M | 64.9K | 1.7% | ▼−5.0% Reduced · −3K sh | |
| 18 | Ishares TR RUS MID CAP ETF | $16.3M | 191.7K | 1.4% | ▼−2.2% Reduced · −4K sh | |
| 19 | Ishares TR COHEN STEER REIT | $14.0M | 227.1K | 1.2% | ▼−1.7% Reduced · −4K sh | |
| 20 | Nvidia Corporation COM | $13.1M | 121.0K | 1.1% | ▲+89% Added · +57K sh | |
| 21 | Berkshire Hathaway Inc Del CL B NEW | $11.4M | 21.5K | 1.0% | ▲+4.8% Added · +993 sh | |
| 22 | Ishares TR S&P 500 GRWT ETF | $11.3M | 122.2K | 1.0% | ▲+0.9% Added · +1K sh | |
| 23 | Ishares TR EAFE GRWTH ETF | $11.0M | 109.8K | 0.9% | ▲+0.3% Added · +336 sh | |
| 24 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $10.3M | 228.2K | 0.9% | ▼−2.9% Reduced · −7K sh | |
| 25 | Nushares ETF TR NUVEEN ESG US | $8.5M | 381.8K | 0.7% | ▲+1.2% Added · +5K sh | |
| 26 | Ishares TR EAFE VALUE ETF | $7.5M | 127.7K | 0.6% | ▼−3.4% Reduced · −5K sh | |
| 27 | Ishares TR CORE S&P500 ETF | $7.5M | 13.3K | 0.6% | ▼−1.7% Reduced · −232 sh | |
| 28 | Vanguard Index FDS VALUE ETF | $6.5M | 37.5K | 0.5% | ▼−0.6% Reduced · −220 sh | |
| 29 | Ishares TR ESG SELECT SCRE | $5.8M | 149.2K | 0.5% | ▲+1.4% Added · +2K sh | |
| 30 | Microsoft Corp COM | $5.8M | 15.4K | 0.5% | ▲+37% Added · +4K sh | |
| 31 | Apple Inc COM | $5.5M | 24.9K | 0.5% | ▼−6.2% Reduced · −2K sh | |
| 32 | SPDR Ser TR S&P 400 MDCP VAL | $5.0M | 65.3K | 0.4% | ▼−1.4% Reduced · −910 sh | |
| 33 | Amazon Com Inc COM | $4.9M | 25.9K | 0.4% | ▼−10% Reduced · −3K sh | |
| 34 | Alphabet Inc CAP STK CL C | $4.5M | 29.0K | 0.4% | ▼−11% Reduced · −4K sh | |
| 35 | SPDR Ser TR S&P 400 MDCP GRW | $4.4M | 55.0K | 0.4% | ▼−0.5% Reduced · −267 sh | |
| 36 | Roku Inc COM CL A | $4.2M | 60.0K | 0.4% | —Held | |
| 37 | PayPal Hldgs Inc COM | $4.1M | 63.3K | 0.3% | ▼−10% Reduced · −7K sh | |
| 38 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.1M | 23.5K | 0.3% | ▼−0.2% Reduced · −47 sh | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $3.8M | 7.3K | 0.3% | ▲New New position | |
| 40 | Vanguard World FD ESG INTL STK ETF | $3.7M | 62.4K | 0.3% | —Held | |
| 41 | Pacific Biosciences Calif In COM | $3.5M | 3.00M | 0.3% | ▲+50% Added · +1.0M sh | |
| 42 | Manager Directed Portfolios VERT GLB SUST RE | $3.1M | 303.8K | 0.3% | ▼−13% Reduced · −46K sh | |
| 43 | Invesco Exch Traded FD TR II S&P GBL WATER | $3.1M | 55.3K | 0.3% | ▼−5.5% Reduced · −3K sh | |
| 44 | SPDR S&P 500 ETF TR TR UNIT | $3.0M | 5.4K | 0.3% | ▲New New position | |
| 45 | Select Sector SPDR TR TECHNOLOGY | $2.9M | 14.2K | 0.2% | ▲+1.4% Added · +203 sh | |
| 46 | Meta Platforms Inc CL A | $2.9M | 5.0K | 0.2% | ▲New New position | |
| 47 | Nike Inc CL B | $2.8M | 44.2K | 0.2% | ▲+5.5% Added · +2K sh | |
| 48 | Invesco QQQ TR UNIT SER 1 | $2.7M | 5.8K | 0.2% | ▲New New position | |
| 49 | Ishares Inc ESG AWR MSCI EM | $2.6M | 75.7K | 0.2% | ▲+0.6% Added · +473 sh | |
| 50 | GSK PLC SPONSORED ADR | $2.6M | 68.2K | 0.2% | ▲+0.3% Added · +227 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1861163/holdings"
Use Arkolith to show Koss-Olinger Consulting, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.