Filed: 7/29/2025ACC: 0001062993-25-013228
📋 What this filing means
KOSHINSKI ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 686 equity positions with a total reported market value of $1.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
686
Positions
$1.32B
Total AUM (reported)
21.75M
Total Shares
Allocation by class
COM$464.79M35.1%
US LCAP GR ETF$60.66M4.6%
VALUE ETF$56.52M4.3%
SHS CREATION UNI$37.52M2.8%
RISNG DIVD ACHIV$34.23M2.6%
SPDR TR TACTIC$21.38M1.6%
TR UNIT$20.40M1.5%
Portfolio Concentration
Top 3$151.41M11.4%
4–10$161.42M12.2%
11–25$209.26M15.8%
Rest$802.76M60.6%
Top 3 weight
11.4%
Top 10 weight
23.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole686
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings686
Rows:
SCHWAB STRATEGIC TR
SOLEShares2.08M
TypeSH
Market value$60.66M
4.58%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares319.81K
TypeSH
Market value$56.52M
4.27%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares545.51K
TypeSH
Market value$34.23M
2.58%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares165.91K
TypeSH
Market value$34.13M
2.58%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50.27K
TypeSH
Market value$25.00M
1.89%
Sole
0.00
Shared
0.00
None
0.00
SSGA ACTIVE ETF TR
SOLEShares533.10K
TypeSH
Market value$21.38M
1.61%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares135.01K
TypeSH
Market value$21.33M
1.61%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares32.75K
TypeSH
Market value$20.23M
1.53%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares147.72K
TypeSH
Market value$19.95M
1.51%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares691.44K
TypeSH
Market value$19.40M
1.46%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares78.91K
TypeSH
Market value$18.70M
1.41%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares31.77K
TypeSH
Market value$17.53M
1.32%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares633.76K
TypeSH
Market value$17.19M
1.30%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares77.04K
TypeSH
Market value$16.90M
1.28%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares56.74K
TypeSH
Market value$15.64M
1.18%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.91K
TypeSH
Market value$15.30M
1.16%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares577K
TypeSH
Market value$15.29M
1.15%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.33K
TypeSH
Market value$13.24M
1.00%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares84.23K
TypeSH
Market value$12.87M
0.97%
Sole
0.00
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares243.42K
TypeSH
Market value$12.85M
0.97%
Sole
0.00
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.01K
TypeSH
Market value$12.72M
0.96%
Sole
0.00
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares353.79K
TypeSH
Market value$12.61M
0.95%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares33.65K
TypeSH
Market value$9.76M
0.74%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares31.15K
TypeSH
Market value$9.47M
0.71%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares44.91K
TypeSH
Market value$9.19M
0.69%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 2.08M | SH | $60.66M 4.58% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 319.81K | SH | $56.52M 4.27% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 545.51K | SH | $34.23M 2.58% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 165.91K | SH | $34.13M 2.58% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.27K | SH | $25.00M 1.89% | 0.00 | 0.00 | 0.00 |
SSGA ACTIVE ETF TRSOLE | SPDR TR TACTIC | 533.10K | SH | $21.38M 1.61% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 135.01K | SH | $21.33M 1.61% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 32.75K | SH | $20.23M 1.53% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 147.72K | SH | $19.95M 1.51% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 691.44K | SH | $19.40M 1.46% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 78.91K | SH | $18.70M 1.41% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 31.77K | SH | $17.53M 1.32% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 633.76K | SH | $17.19M 1.30% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 77.04K | SH | $16.90M 1.28% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 56.74K | SH | $15.64M 1.18% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 34.91K | SH | $15.30M 1.16% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 577K | SH | $15.29M 1.15% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 21.33K | SH | $13.24M 1.00% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 84.23K | SH | $12.87M 0.97% | 0.00 | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 243.42K | SH | $12.85M 0.97% | 0.00 | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.01K | SH | $12.72M 0.96% | 0.00 | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 353.79K | SH | $12.61M 0.95% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 33.65K | SH | $9.76M 0.74% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 31.15K | SH | $9.47M 0.71% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 44.91K | SH | $9.19M 0.69% | 0.00 | 0.00 | 0.00 |
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