Filed: 11/10/2025ACC: 0001062993-25-016594
📋 What this filing means
KOSHINSKI ASSET MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 716 equity positions with a total reported market value of $1.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
716
Positions
$1.49B
Total AUM (reported)
20.88M
Total Shares
Allocation by class
COM$509.55M34.2%
US LCAP GR ETF$65.90M4.4%
VALUE ETF$62.88M4.2%
RISNG DIVD ACHIV$37.05M2.5%
SHS CREATION UNI$36.11M2.4%
US MID-CAP ETF$21.07M1.4%
TR UNIT$21.07M1.4%
Portfolio Concentration
Top 3$170.83M11.5%
4–10$173.17M11.6%
11–25$230.95M15.5%
Rest$913.31M61.4%
Top 3 weight
11.5%
Top 10 weight
23.1%
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)
Sole716
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings716
Rows:
SCHWAB STRATEGIC TR
SOLEShares0.00
TypeSH
Market value$65.90M
4.43%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares337.17K
TypeSH
Market value$62.88M
4.23%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares165.13K
TypeSH
Market value$42.05M
2.83%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares550.83K
TypeSH
Market value$37.05M
2.49%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50.85K
TypeSH
Market value$26.34M
1.77%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares137.66K
TypeSH
Market value$25.68M
1.73%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares710.85K
TypeSH
Market value$21.07M
1.42%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares31.63K
TypeSH
Market value$21.07M
1.42%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares82.67K
TypeSH
Market value$21.02M
1.41%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares143.74K
TypeSH
Market value$20.94M
1.41%
Sole
0.00
Shared
0.00
None
0.00
FRANKLIN TEMPLETON ETF TR
SOLEShares516.19K
TypeSH
Market value$19.26M
1.29%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares31.70K
TypeSH
Market value$19.03M
1.28%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares0.00
TypeSH
Market value$18.30M
1.23%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares37.62K
TypeSH
Market value$18.04M
1.21%
Sole
0.00
Shared
0.00
None
0.00
FIDELITY MERRIMACK STR TR
SOLEShares383.91K
TypeSH
Market value$17.75M
1.19%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares78.76K
TypeSH
Market value$17.29M
1.16%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares51.64K
TypeSH
Market value$17.04M
1.14%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares87.75K
TypeSH
Market value$16.27M
1.09%
Sole
0.00
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares240.54K
TypeSH
Market value$14.37M
0.97%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares522.58K
TypeSH
Market value$14.27M
0.96%
Sole
0.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.92K
TypeSH
Market value$14.00M
0.94%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP INTL FOCUS EQT
SOLEShares420.56K
TypeSH
Market value$12.46M
0.84%
Sole
0.00
Shared
0.00
None
0.00
DEERE & CO
SOLEShares25.71K
TypeSH
Market value$11.76M
0.79%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares35.09K
TypeSH
Market value$11.07M
0.74%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares30.61K
TypeSH
Market value$10.04M
0.67%
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 | 0.00 | SH | $65.90M 4.43% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 337.17K | SH | $62.88M 4.23% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 165.13K | SH | $42.05M 2.83% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 550.83K | SH | $37.05M 2.49% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50.85K | SH | $26.34M 1.77% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 137.66K | SH | $25.68M 1.73% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 710.85K | SH | $21.07M 1.42% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 31.63K | SH | $21.07M 1.42% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 82.67K | SH | $21.02M 1.41% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 143.74K | SH | $20.94M 1.41% | 0.00 | 0.00 | 0.00 |
FRANKLIN TEMPLETON ETF TRSOLE | INTL COR DIV TIL | 516.19K | SH | $19.26M 1.29% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 31.70K | SH | $19.03M 1.28% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | WCM INTL EQUITY | 0.00 | SH | $18.30M 1.23% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 37.62K | SH | $18.04M 1.21% | 0.00 | 0.00 | 0.00 |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 383.91K | SH | $17.75M 1.19% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 78.76K | SH | $17.29M 1.16% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 51.64K | SH | $17.04M 1.14% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 87.75K | SH | $16.27M 1.09% | 0.00 | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 240.54K | SH | $14.37M 0.97% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 522.58K | SH | $14.27M 0.96% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 20.92K | SH | $14.00M 0.94% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUP INTL FOCUS EQTSOLE | SHS CREATION UNI | 420.56K | SH | $12.46M 0.84% | 0.00 | 0.00 | 0.00 |
DEERE & COSOLE | COM | 25.71K | SH | $11.76M 0.79% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 35.09K | SH | $11.07M 0.74% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 30.61K | SH | $10.04M 0.67% | 0.00 | 0.00 | 0.00 |
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