Data as of Q4 2025 (Dec 31, 2025)

Koshinski Asset Management, Inc.

โ€ขCIK: 1633389โ€ขFiling: Q4 2025

**Koshinski Asset Management, Inc.** manages $1.6B across a diversified portfolio of 714 holdings. The strategy demonstrates a clear tilt toward established growth and dividend-paying equities, evidenced by top positions in SCHG ($68.7M) and VTV ($67.4M). Significant allocations are also maintained in mega-cap technology names, including AAPL ($44.8M), NVDA ($25.8M), and MSFT ($24.5M). This concentration suggests a tactical blend of sector leadership and income generation within the current market cycle.

Total AUM
$1.6B
QoQ Performance
+10.6%
Positions
438
Top 10 Concentration
28.9%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHG4.4%
VTV4.3%
AAPL2.9%
RDVY2.5%
WCMI1.7%
NVDA1.7%
MSFT1.6%
FBND1.5%

๐Ÿ“ˆ Biggest Buys

SCHG
SCHWAB STRATEGIC TR
NEW
4.4% of portfolio
WCMI
FIRST TR EXCHANGE-TRADED FD
NEW
1.7% of portfolio
FBND
FIDELITY MERRIMACK STR TR
+35.7%
1.5% of portfolio
ZECP
ZACKS TRUST
+154.7%
0.6% of portfolio
BUFR
FIRST TR EXCHNG TRADED FD VI
+77.9%
0.7% of portfolio

๐Ÿ“‰ Biggest Sells

VBR
VANGUARD INDEX FDS
-56.7%
0.2% of portfolio
TOTL
SSGA ACTIVE ETF TR
-47.8%
0.3% of portfolio
CGXU
CAPITAL GROUP INTL FOCUS EQT
-19.3%
0.6% of portfolio
XRNPX
COHEN & STEERS REIT & PFD &
-52.8%
0.1% of portfolio
SCHD
SCHWAB STRATEGIC TR
-7.3%
0.9% of portfolio

Sector Breakdown

Other69.9%
Technology12.4%
Consumer3.9%
Healthcare3.3%
Industrial2.8%
ETF2.8%
Financial2.2%
Communication0.8%

๐Ÿšช Exited Positionssold since Q3 2025

UAO
STERLING INFRASTRUCTURE INC
SOLD
$2.1M
MPC
MARATHON PETE CORP
SOLD
$1.6M
ADBE
ADOBE INC
SOLD
$1.5M
SCHO
SCHWAB STRATEGIC TR
SOLD
$1.5M
KMB
KIMBERLY-CLARK CORP
SOLD
$1.5M
+512 more exited positions

Changes from Q3 2025

NEW3 new positions
โ†‘97 increased
โ†“100 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023