Koss-Olinger Consulting, LLC - Portfolio Stock Holdings
Koss-Olinger Consulting, LLC disclosed 178 stock positions in a recent SEC 13F filing. $1,371,187,248 of stock holdings were filed, with the largest holdings including SCHX, BOND, and ACWX. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $2,228,866,700 and has 30 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
178Est. Stock Holding Value:
$1,371,187,248Top Stock Holdings By Sector
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Portfolio Stock Holdings - Koss-Olinger Consulting, LLC
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