Koenig Investment Advisory, LLC - Portfolio overview

Koenig Investment Advisory, LLC has 36 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FLV - AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF, 13.34%
2. USMV - ISHARES MSCI USA MIN VOL FACTOR ETF, 11.75%
3. VO - VANGUARD MID-CAP ETF, 10.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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