Koshinski Asset Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$8.37M |
| 2 |
T. Rowe Price Blue Chip Growth ETF
TCHP
|
+$7.11M |
| 3 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$6.44M |
| 4 |
WCMI
First Trust WCM International Equity ETF
WCMI
|
+$5.64M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street DoubleLine Total Return Tactical ETF
TOTL
|
+$2.74M |
| 2 |
Capital Group International Focus Equity ETF
CGXU
|
+$2.62M |
| 3 |
VanEck CLO ETF
CLOI
|
+$2.51M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.97M |
| 5 |
ALPS Dynamic US Dividend Advantage ETF
RFDA
|
+$1.34M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.09% |
| 2 | Industrials | 5.45% |
| 3 | Healthcare | 3.63% |
| 4 | Financials | 3.62% |
| 5 | Consumer Staples | 3.49% |
Similar funds
Koshinski Asset Management's Q1 2026 Portfolio in Review
As of Q1 2026, Koshinski Asset Management held 766 positions worth $1.6B, up 3.3% from $1.55B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Koshinski Asset Management deployed $66.2M of net new capital in Q1 2026, opening 52 new positions and adding to 367 existing holdings. Its largest new stake was Dimensional Emerging Core Equity Market ETF: 239,271 shares worth $8.1M.
By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Industrials and Healthcare.
On the sell side, the largest reduction was State Street DoubleLine Total Return Tactical ETF, an estimated $2.74M trimmed.
- Koshinski Asset Management's largest Q1 2026 buy was Dimensional Emerging Core Equity Market ETF: 239,271 shares worth $8.1M.
- Koshinski Asset Management added most to Freedom 100 Emerging Markets ETF in Q1 2026, an estimated $6.44M increase.
- Koshinski Asset Management's biggest Q1 2026 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $2.74M.
- Koshinski Asset Management fully exited BlackRock Investment Quality Municipal Trust in Q1 2026, selling an estimated $966K.
- Koshinski Asset Management's ten largest holdings make up 23% of its $1.6B portfolio in Q1 2026.
- Koshinski Asset Management opened 52 new positions and closed 39 in Q1 2026.
- Koshinski Asset Management's portfolio value rose 3.3% quarter-over-quarter to $1.6B.
Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.