Kolinsky Wealth Management, LLC — 13F holdings

Kolinsky Wealth Management, LLC reported 176 holdings worth $164M in its 13F filing for Q4 2024, filed February 18, 2025.

Largest positions

  1. SCHX SCHWAB STRATEGIC TR — $33.5M (20.4%)
  2. MSFT MICROSOFT CORP — $8.81M (5.4%)
  3. AAPL APPLE INC — $7.67M (4.7%)
  4. SPY SPDR S&P 500 ETF TR — $6.49M (4.0%)
  5. AMZN AMAZON COM INC — $5.25M (3.2%)
  6. LVHI LEGG MASON ETF INVT — $5.08M (3.1%)
  7. COWZ PACER FDS TR — $4.66M (2.8%)
  8. NVDA NVIDIA CORPORATION — $4.65M (2.8%)
  9. IHDG WISDOMTREE TR — $2.91M (1.8%)
  10. SCHG SCHWAB STRATEGIC TR — $2.71M (1.7%)