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Showing Q4 2024 data
Kolinsky Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Kolinsky Wealth Management, LLC
•CIK: 1904326•Filing: Q4 2024
**Kolinsky Wealth Management, LLC** manages $164M across a diversified portfolio of 174 positions. The fund exhibits significant exposure to broad market indices and technology leaders, with SCHX anchoring the top holdings at $33.5M. Notable allocations include substantial positions in MSFT ($8.8M), AAPL ($7.7M), and SPY ($6.5M). This structure suggests a core strategy focused on established market leaders and sector-specific growth plays.
Total AUM
$163.8M
QoQ Performance
+6.5%
Positions
167
Top 10 Concentration
49.9%
Latest Filing
Q4 2024
Top Holdings Allocation
SCHX
MSFT
SCHX20.4%
MSFT5.4%
AAPL4.7%
SPY4.0%
AMZN3.2%
LVHI3.1%
COWZ2.8%
NVDA2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.2%
Technology20.9%
Consumer6.5%
ETF4.7%
Financial4.6%
Healthcare3.7%
Industrial1.5%
Communication1.3%
🚪 Exited Positionssold since Q3 2024
+18 more exited positions
Changes from Q3 2024
NEW20 new positions
↑85 increased
↓51 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023