Koss Olinger Consulting, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.2 Billion distributed in 314 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $232M, Pimco Active Bond Exchange Tra with a value of $60.8M, J P Morgan Diversified Return with a value of $56.8M, Spdr Portfolio with a value of $47.6M, and Ishares Tr Broad Usd High Yiel with a value of $45.5M.
Examining the 13F form we can see an increase of $27.5M in the current position value, from $1.18B to 1.2B.
Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.