Koss-Olinger Consulting, LLC - Portfolio Stock Holdings
Koss-Olinger Consulting, LLC disclosed 289 stock positions in a recent SEC 13F filing. $1,189,682,194 of stock holdings were filed, with the largest holdings including SCHX, BOND, and AGG. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.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:
March 31, 2026No. of Stocks:
289Est. Stock Holding Value:
$1,189,682,194Top Stock Holdings By Sector
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Portfolio Stock Holdings - Koss-Olinger Consulting, LLC
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