Koss Olinger Consulting, LLC Portfolio Holdings

Koss Olinger Consulting, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 311 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 $248M, J P Morgan Diversified Return with a value of $61.8M, Pimco Active Bond Exchange Tra with a value of $61.3M, Spdr Portfolio with a value of $49.6M, and Ishares Tr Broad Usd High Yiel with a value of $45.6M.

Examining the 13F form we can see an increase of $71.5M in the current position value, from $1.2B to 1.28B.

Below you can find more details about Koss Olinger Consulting, LLC portfolio as well as his latest detailed transactions.