Koss-Olinger Consulting, LLC ETF holdings
Gainesville, FL
Reported $1.2B in 95 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
95
Change from prior quarter
+18.0%
With price moves
ETFs as a share of its 13F
96.1%
of $1.3B
Top 10 of 95 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | $377.0M | 12,808,366 | +2,317,613 shares |
| ACWX | iShares MSCI ACWI ex U.S. ETF | $168.0M | 2,207,262 | +1,012,918 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $124.2M | 1,347,216 | +80,646 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $106.3M | 1,574,014 | +510,671 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $89.1M | 899,732 | +70,325 shares |
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | $64.7M | 1,075,753 | +47,555 shares |
| EEM | iShares MSCI Emerging Markets ETF | $50.8M | 743,148 | +682,745 shares |
| USHY | iShares Broad USD High Yield Corporate Bond ETF | $43.8M | 1,183,714 | −72,874 shares |
| BKLN | Invesco Senior Loan ETF | $33.4M | 1,639,480 | +821,708 shares |
| EFIV | State Street SPDR S&P 500 Scored and Screened ETF | $29.7M | 407,529 | −4,881 shares |
85 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001861163. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Koss-Olinger Consulting, LLC own?
Koss-Olinger Consulting, LLC reported 95 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was SCHX, at $377.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.