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Portfolio (Quarterly) Guide ↗

Koenig Investment Advisory, LLC

· CIK 0002114481
13F Portfolio $118M AUM 36 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 Added 13 Reduced 1 Exited
Page 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BA BOEING CO COM Industrials 4,365.0 $869K 0.74% $199.04 +10.3%
22 VBR VANGUARD SMALL CAP VALUE ETF 3,921.0 $852K 0.72% +21.0 +0.5% $217.24 +6.2%
23 EPD ENTERPRISE PRODS PARTNERS L P COM Energy 22,484.0 $851K 0.72% -447.0 -1.9% $37.84 +4.3%
24 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 4,436.0 $657K 0.56% $148.09 +6.2%
25 VUG VANGUARD GROWTH ETF 1,335.0 $583K 0.49% +224.0 +20.2% $436.64 -80.0%
26 EMNT PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND 5,631.0 $557K 0.47% $98.92 -0.2%
27 VXF VANGUARD EXTENDED MARKET ETF 2,637.0 $543K 0.46% $205.80 +11.1%
28 T AT&T INC COM Communication Services 13,424.0 $389K 0.33% $28.99 -14.0%
29 BAC BANK OF AMER CORP COM Financial Services 7,650.0 $373K 0.32% $48.75 +5.6%
30 WFC WELLS FARGO & CO COM Financial Services 4,380.0 $349K 0.30% $79.61 -4.8%
31 AMZN AMAZON COM INC COM Consumer Cyclical 1,418.0 $295K 0.25% -39.0 -2.7% $208.27 +28.9%
32 BERKSHIRE HATHAWAY INC DEL CL B NEW 583.0 $279K 0.24% -5.0 -0.8% $479.20
33 NVDA NVIDIA CORPORATION COM Technology 1,482.0 $259K 0.22% -41.0 -2.7% $174.46 +25.8%
34 DSI ISHARES ESG MSCI KLD 400 ETF 2,044.0 $248K 0.21% +69.0 +3.5% $121.20 +16.2%
35 ENB ENBRIDGE INC COM Energy 4,500.0 $244K 0.21% $54.14 +6.7%
36 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 1,796.0 $215K 0.18% $119.51 +2.2%
Page 2 of 2  ·  36 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.9%
Financial Services 18.3%
Healthcare 10.6%
Consumer Defensive 7.7%
Communication Services 6.6%
Basic Materials 5.3%
Energy 4.2%
Industrials 3.3%
Consumer Cyclical 1.1%