StockDriftsStockDriftsTop 50 Kolinsky Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 20.43% | 1.44M | $33.5M | +219.99%(+992.12K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 5.38% | 20.9K | $8.8M | +2.71%(+551) | — | 2024-12-31 | |
| AAPL | APPLE INC | 4.68% | 30.6K | $7.7M | +1.62%(+489) | — | 2024-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.96% | 11.1K | $6.5M | +0.75%(+82) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.21% | 23.9K | $5.3M | +3.36%(+779) | — | 2024-12-31 | |
| LVHI | LEGG MASON ETF INVT | 3.1% | 166.3K | $5.1M | new | — | 2024-12-31 | |
| COWZ | PACER FDS TR | 2.84% | 82.5K | $4.7M | +6.43%(+4.98K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 34.6K | $4.6M | +4.50%(+1.49K) | — | 2024-12-31 | |
| IHDG | WISDOMTREE TR | 1.78% | 67.0K | $2.9M | -15.99%(-12.75K) | — | 2024-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 1.65% | 97.1K | $2.7M | +332.54%(+74.67K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kolinsky Wealth Management, Llc reports $163.85M in US-listed equity holdings across 176 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (20.4%), MSFT (5.4%) and AAPL (4.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kolinsky Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kolinsky Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904326). View Kolinsky Wealth Management, Llc’s 13F filings on SEC