Kuhn & Co Investment Counsel

Est. AUM

$155.2M

13F long equity, this entity only

Positions

142

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$6.8M	139236	4.39%	SOLE
2	VANGUARD INDEX FDS	VALUE ETF	$6.7M	34271	4.33%	SOLE
3	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.3M	132701	3.44%	SOLE
4	VANGUARD INDEX FDS	GROWTH ETF	$5.3M	12178	3.43%	SOLE
5	NVIDIA CORPORATION	COM	$5.0M	28959	3.25%	SOLE
6	APPLE INC	COM	$5.0M	19756	3.23%	SOLE
7	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.1M	95758	2.62%	SOLE
8	LAM RESEARCH CORP	COM NEW	$3.8M	17725	2.44%	SOLE
9	WELLS FARGO & CO	COM	$3.6M	44942	2.30%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	30676	1.93%	SOLE
11	ELI LILLY & CO	COM	$3.0M	3221	1.91%	SOLE
12	VICTORY PORTFOLIOS II	VICTORYSHARES WE	$2.8M	62043	1.79%	SOLE
13	AMAZON COM INC	COM	$2.8M	13301	1.78%	SOLE
14	VANGUARD MUN BD FDS	TAX EXEMPT BD	$2.7M	54789	1.76%	SOLE
15	VANGUARD BD INDEX FDS	INTERMED TERM	$2.6M	33793	1.68%	SOLE
16	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.6M	17498	1.67%	SOLE
17	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.5M	31060	1.59%	SOLE
18	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.4M	51897	1.53%	SOLE
19	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.2M	36958	1.39%	SOLE
20	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.0M	21294	1.29%	SOLE
21	ALPHABET INC	CAP STK CL A	$2.0M	6844	1.27%	SOLE
22	GOLDMAN SACHS GROUP INC	COM	$2.0M	2323	1.27%	SOLE
23	VISA INC	COM CL A	$1.9M	6238	1.21%	SOLE
24	NEXTERA ENERGY INC	COM	$1.8M	19254	1.15%	SOLE
25	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$1.7M	38916	1.12%	SOLE
26	RTX CORPORATION	COM	$1.7M	8820	1.10%	SOLE
27	LINDE PLC	SHS	$1.7M	3423	1.09%	SOLE
28	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.7M	95540	1.07%	SOLE
29	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$1.6M	65843	1.02%	SOLE
30	PIMCO ETF TR	INTER MUN BD ACT	$1.5M	27942	0.94%	SOLE
31	NUVEEN QUALITY MUNCP INCOME	COM	$1.4M	124805	0.92%	SOLE
32	MICROSOFT CORP	COM	$1.4M	3839	0.92%	SOLE
33	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.4M	46218	0.88%	SOLE
34	JOHNSON & JOHNSON	COM	$1.4M	5564	0.88%	SOLE
35	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.3M	45507	0.82%	SOLE
36	WW GRAINGER INC	COM	$1.2M	1108	0.78%	SOLE
37	PHILLIPS 66	COM	$1.1M	6294	0.74%	SOLE
38	ILLINOIS TOOL WKS INC	COM	$1.1M	4402	0.74%	SOLE
39	VANGUARD INDEX FDS	SMALL CP ETF	$1.1M	4184	0.71%	SOLE
40	WALMART INC	COM	$1.1M	8778	0.70%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$1.1M	3754	0.69%	SOLE
42	SOUTHERN CO	COM	$1.1M	10981	0.68%	SOLE
43	TESLA INC	COM	$1.0M	2795	0.67%	SOLE
44	EXXON MOBIL CORP	COM	$1.0M	6121	0.67%	SOLE
45	PEPSICO INC	COM	$1.0M	6686	0.67%	SOLE
46	ACCENTURE PLC IRELAND	SHS CLASS A	$996K	5024	0.64%	SOLE
47	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$978K	19188	0.63%	SOLE
48	AMGEN INC	COM	$974K	2768	0.63%	SOLE
49	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$971K	20616	0.63%	SOLE
50	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$935K	11604	0.60%	SOLE

1–50 of 142

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.