Koshinski Asset Management Q2 2026 Portfolio Activity: Concentrated in ETFs and Technology
Koshinski Asset Management's portfolio saw significant changes during Q2 2026, with notable purchases of several Vanguard ETFs and T Rowe Price offerings. The investor maintained a focus on Technology stocks like Apple and NVIDIA.
Koshinski Asset Management Inc.'s portfolio underwent substantial shifts during the second quarter ending June 30th, 2026, as evidenced by their filing data.
Prominent Purchases Observed
The investor demonstrated a strong focus on Exchange-Traded Funds (ETFs), particularly Vanguard offerings. Among the most significant additions were:
- VUG (Vanguard Information Technology ETF): Acquired 162,373 shares valued at $13,986,832.
- Koshinski Asset Management increased holdings in several Vanguard ETFs including VTV (Vanguard Value Index Fund), VB (Vanguard Balanced Index Fund), and SCHG (Schwab U.S. Small-Mid Stock Allocation Fund).
- Tech Giants: The investor also bolstered positions in large-cap Technology stocks, notably AAPL (Apple Inc.) and NVDA (NVIDIA Corporation).
- Other ETF Acquisitions: Significant purchases were also noted in INVESCO's RWJ fund, FIDELITY MERMMACK STR TR FBND, and Franklin Templeton DIVI.
Diversification into Various Sectors via ETFs
The bulk of the investor's activity appeared concentrated within their existing ETF holdings. They notably increased exposure to:
- VTV (Vanguard Value Index Fund)
- SCHWAB STRATEGIC TR SCHG
- VB (Vanguard Balanced Index Fund)
- FBND (Fidelity Merrimack Strategic Small Cap Discovery Fund II ETF)
- DIVI (Franklin Templeton Dividend Income Trust ETF)
These purchases, often involving substantial increases in shares or percentage allocation, suggest a continued strategy of leveraging diversified ETFs to gain exposure across different market segments and sectors.
Focus on Technology Sector
The investor's portfolio also showed a clear preference for the Technology sector through individual stocks. Key holdings identified include:
Additionally, the filing indicates a portfolio-wide percentage allocation to Technology of 11.62%, highlighting its strategic importance within Koshinski's investment approach.
Inclusion of Real Estate
An interesting diversification element was observed with the addition or increase in holdings of UMH (Umh Properties Inc.), a stock categorized under the 'Real Estate' sector.