0001904326-23-000002.txt : 20230814
0001904326-23-000002.hdr.sgml : 20230814
20230814172904
ACCESSION NUMBER: 0001904326-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Kolinsky Wealth Management, LLC
CENTRAL INDEX KEY: 0001904326
IRS NUMBER: 272353546
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21463
FILM NUMBER: 231172221
BUSINESS ADDRESS:
STREET 1: 500 N. FRANKLIN TURNPIKE
STREET 2: SUITE 104
CITY: RAMSEY
STATE: NJ
ZIP: 07446
BUSINESS PHONE: 201-474-1011
MAIL ADDRESS:
STREET 1: 500 N. FRANKLIN TURNPIKE
STREET 2: SUITE 104
CITY: RAMSEY
STATE: NJ
ZIP: 07446
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001904326
XXXXXXXX
06-30-2023
06-30-2023
Kolinsky Wealth Management, LLC
500 N. FRANKLIN TURNPIKE
SUITE 104
RAMSEY
NJ
07446
13F HOLDINGS REPORT
028-21463
000153763
801-71410
N
JORDAN GREEN
COUNSEL
6098810101
JORDAN GREEN
Stone Harbor
NJ
08-14-2023
0
137
105410360
false
INFORMATION TABLE
2
kwmq323_13f.xml
KWM INFORMATION TABLE
ABBOTT LABS
COM
002824100
503128
4673
SH
SOLE
0
0
4673
ABBVIE INC
COM
00287Y109
786856
5906
SH
SOLE
0
0
5906
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
837116
2715
SH
SOLE
0
0
2715
ACUSHNET HLDGS CORP
COM
005098108
400910
7221
SH
SOLE
0
0
7221
ADOBE SYSTEMS INCORPORATED
COM
00724F101
949157
1962
SH
SOLE
0
0
1962
ADVANCED MICRO DEVICES INC
COM
007903107
331718
2982
SH
SOLE
0
0
2982
ALPHABET INC
CAP STK CL C
02079K107
661735
5514
SH
SOLE
0
0
5514
ALPHABET INC
CAP STK CL A
02079K305
1325345
11128
SH
SOLE
0
0
11128
AMAZON COM INC
COM
023135106
3095308
24201
SH
SOLE
0
0
24201
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
1915568
24717
SH
SOLE
0
0
24717
AMERICAN EXPRESS CO
COM
025816109
276188
1605
SH
SOLE
0
0
1605
AMERIPRISE FINL INC
COM
03076C106
500701
1510
SH
SOLE
0
0
1510
AMGEN INC
COM
031162100
367643
1662
SH
SOLE
0
0
1662
ANALOG DEVICES INC
COM
032654105
463658
2447
SH
SOLE
0
0
2447
AON PLC
SHS CL A
G0403H108
227510
665
SH
SOLE
0
0
665
APPLE INC
COM
037833100
5955274
31411
SH
SOLE
0
0
31411
APPLIED MATLS INC
COM
038222105
323219
2241
SH
SOLE
0
0
2241
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
585190
809
SH
SOLE
0
0
809
ASTRAZENECA PLC
SPONSORED ADR
046353108
221052
3120
SH
SOLE
0
0
3120
AT&T INC
COM
00206R102
204644
12806
SH
SOLE
0
0
12806
ATLASSIAN CORPORATION
CL A
049468101
292083
1807
SH
SOLE
0
0
1807
AUTOMATIC DATA PROCESSING IN
COM
053015103
222499
1028
SH
SOLE
0
0
1028
BANK AMERICA CORP
COM
060505104
267990
9351
SH
SOLE
0
0
9351
BANK NEW YORK MELLON CORP
COM
064058100
561694
12708
SH
SOLE
0
0
12708
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
854067
2535
SH
SOLE
0
0
2535
BLACKROCK INC
COM
09247X101
470736
684
SH
SOLE
0
0
684
BRISTOL-MYERS SQUIBB CO
COM
110122108
311168
4862
SH
SOLE
0
0
4862
BROADCOM INC
COM
11135F101
397645
461
SH
SOLE
0
0
461
CADENCE DESIGN SYSTEM INC
COM
127387108
250937
1098
SH
SOLE
0
0
1098
CANADIAN PAC RY LTD
COM
13645T100
248779
3136
SH
SOLE
0
0
3136
CHEVRON CORP NEW
COM
166764100
695544
4452
SH
SOLE
0
0
4452
CHIPOTLE MEXICAN GRILL INC
COM
169656105
529761
251
SH
SOLE
0
0
251
CISCO SYS INC
COM
17275R102
736263
14377
SH
SOLE
0
0
14377
COMCAST CORP NEW
CL A
20030N101
627058
15121
SH
SOLE
0
0
15121
CONOCOPHILLIPS
COM
20825C104
263731
2559
SH
SOLE
0
0
2559
COPART INC
COM
217204106
266809
2956
SH
SOLE
0
0
2956
CORVEL CORP
COM
221006109
337985
1737
SH
SOLE
0
0
1737
COSTAR GROUP INC
COM
22160N109
276939
3073
SH
SOLE
0
0
3073
COSTCO WHSL CORP NEW
COM
22160K105
552961
1040
SH
SOLE
0
0
1040
CVS HEALTH CORP
COM
126650100
215125
3129
SH
SOLE
0
0
3129
DANAHER CORPORATION
COM
235851102
223979
942
SH
SOLE
0
0
942
DENISON MINES CORP
COM
248356107
12300
10000
SH
SOLE
0
0
10000
DISCOVER FINL SVCS
COM
254709108
453326
3845
SH
SOLE
0
0
3845
EDWARDS LIFESCIENCES CORP
COM
28176E108
215327
2340
SH
SOLE
0
0
2340
ELEVANCE HEALTH INC
COM
036752103
377166
857
SH
SOLE
0
0
857
EMCOR GROUP INC
COM
29084Q100
592695
3231
SH
SOLE
0
0
3231
EXXON MOBIL CORP
COM
30231G102
399962
3748
SH
SOLE
0
0
3748
FACTSET RESH SYS INC
COM
303075105
249988
632
SH
SOLE
0
0
632
FERRARI N V
COM
N3167Y103
472347
1473
SH
SOLE
0
0
1473
FIRST HAWAIIAN INC
COM
32051X108
218377
12065
SH
SOLE
0
0
12065
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
33741X102
3580457
126877
SH
SOLE
0
0
126877
FORD MTR CO DEL
COM
345370860
206137
13788
SH
SOLE
0
0
13788
FORTINET INC
COM
34959E109
220915
2942
SH
SOLE
0
0
2942
FORTIVE CORP
COM
34959J108
207898
2827
SH
SOLE
0
0
2827
FTI CONSULTING INC
COM
302941109
583165
3087
SH
SOLE
0
0
3087
GALLAGHER ARTHUR J & CO
COM
363576109
417104
1943
SH
SOLE
0
0
1943
GARTNER INC
COM
366651107
237380
693
SH
SOLE
0
0
693
GLOBALSTAR INC
COM
378973408
10400
10000
SH
SOLE
0
0
10000
GRACO INC
COM
384109104
372754
4348
SH
SOLE
0
0
4348
HENRY JACK & ASSOC INC
COM
426281101
205270
1233
SH
SOLE
0
0
1233
HOME DEPOT INC
COM
437076102
1543941
5016
SH
SOLE
0
0
5016
HONEYWELL INTL INC
COM
438516106
441433
2138
SH
SOLE
0
0
2138
IDEXX LABS INC
COM
45168D104
293727
594
SH
SOLE
0
0
594
INTERNATIONAL BUSINESS MACHS
COM
459200101
412896
3080
SH
SOLE
0
0
3080
INTUIT
COM
461202103
505049
1108
SH
SOLE
0
0
1108
INTUITIVE SURGICAL INC
COM NEW
46120E602
289747
856
SH
SOLE
0
0
856
ISHARES TR
CORE S&P500 ETF
464287200
610030
1385
SH
SOLE
0
0
1385
ISHARES TR
RUSSELL 2000 ETF
464287655
242781
1303
SH
SOLE
0
0
1303
ISHARES TR
RUS 1000 GRW ETF
464287614
277214
1022
SH
SOLE
0
0
1022
ISHARES TR
MSCI USA MIN VOL
46429B697
272889
3709
SH
SOLE
0
0
3709
ISHARES TR
RUS MID CAP ETF
464287499
258396
3570
SH
SOLE
0
0
3570
JOHNSON & JOHNSON
COM
478160104
324527
1978
SH
SOLE
0
0
1978
JPMORGAN CHASE & CO
COM
46625H100
1004071
7000
SH
SOLE
0
0
7000
KULR TECHNOLOGY GROUP INC
COM
50125G109
9498
15000
SH
SOLE
0
0
15000
LAM RESEARCH CORP
COM
512807108
445050
695
SH
SOLE
0
0
695
LANDSTAR SYS INC
COM
515098101
380982
1974
SH
SOLE
0
0
1974
LCI INDS
COM
50189K103
245007
1961
SH
SOLE
0
0
1961
LINDE PLC
SHS
G54950103
447065
1179
SH
SOLE
0
0
1179
LOCKHEED MARTIN CORP
COM
539830109
494035
1080
SH
SOLE
0
0
1080
LULULEMON ATHLETICA INC
COM
550021109
211418
571
SH
SOLE
0
0
571
MANHATTAN ASSOCIATES INC
COM
562750109
457845
2346
SH
SOLE
0
0
2346
MARVELL TECHNOLOGY INC
COM
573874104
237391
4067
SH
SOLE
0
0
4067
MASTERCARD INCORPORATED
CL A
57636Q104
541710
1397
SH
SOLE
0
0
1397
MCDONALDS CORP
COM
580135101
485233
1648
SH
SOLE
0
0
1648
MEDTRONIC PLC
SHS
G5960L103
357145
4116
SH
SOLE
0
0
4116
MERCK & CO INC
COM
58933Y105
841967
7416
SH
SOLE
0
0
7416
META PLATFORMS INC
CL A
30303M102
628093
2231
SH
SOLE
0
0
2231
MICROSOFT CORP
COM
594918104
5850829
17463
SH
SOLE
0
0
17463
MOELIS & CO
CL A
60786M105
278680
6019
SH
SOLE
0
0
6019
MONDELEZ INTL INC
CL A
609207105
235980
3265
SH
SOLE
0
0
3265
MONOLITHIC PWR SYS INC
COM
609839105
242717
453
SH
SOLE
0
0
453
MSCI INC
COM
55354G100
224104
485
SH
SOLE
0
0
485
NETFLIX INC
COM
64110L106
214120
500
SH
SOLE
0
0
500
NEXTERA ENERGY INC
COM
65339F101
515859
7085
SH
SOLE
0
0
7085
NIKE INC
CL B
654106103
322432
2844
SH
SOLE
0
0
2844
NOVO-NORDISK A S
ADR
670100205
461825
2941
SH
SOLE
0
0
2941
NUVEEN PFD & INCOME SECS FD
COM
67072C105
71819
11310
SH
SOLE
0
0
11310
NVIDIA CORPORATION
COM
67066G104
999741
2449
SH
SOLE
0
0
2449
ORACLE CORP
COM
68389X105
462758
3929
SH
SOLE
0
0
3929
PARKER-HANNIFIN CORP
COM
701094104
291610
754
SH
SOLE
0
0
754
PAYCHEX INC
COM
704326107
526971
4820
SH
SOLE
0
0
4820
PEAKSTONE REALTY TRUST
COMMON SHARES
39818P799
528168
18650
SH
SOLE
0
0
18650
PEPSICO INC
COM
713448108
471161
2562
SH
SOLE
0
0
2562
PHILIP MORRIS INTL INC
COM
718172109
529675
5422
SH
SOLE
0
0
5422
PHILLIPS 66
COM
718546104
381145
4032
SH
SOLE
0
0
4032
PRIMERICA INC
COM
74164M108
490619
2476
SH
SOLE
0
0
2476
PROCTER AND GAMBLE CO
COM
742718109
798421
5345
SH
SOLE
0
0
5345
PROLOGIS INC.
COM
74340W103
342266
2817
SH
SOLE
0
0
2817
PULTE GROUP INC
COM
745867101
216109
2795
SH
SOLE
0
0
2795
RBC BEARINGS INC
COM
75524B104
262100
1206
SH
SOLE
0
0
1206
RLI CORP
COM
749607107
211988
1560
SH
SOLE
0
0
1560
SALESFORCE INC
COM
79466L302
279241
1327
SH
SOLE
0
0
1327
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
23143716
446876
SH
SOLE
0
0
446876
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
1182955
16018
SH
SOLE
0
0
16018
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
898045
13502
SH
SOLE
0
0
13502
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
208644
1219
SH
SOLE
0
0
1219
SERVICENOW INC
COM
81762P102
531638
970
SH
SOLE
0
0
970
SIMPSON MFG INC
COM
829073105
562709
4030
SH
SOLE
0
0
4030
SNAP ON INC
COM
833034101
478649
1668
SH
SOLE
0
0
1668
SPDR S&P 500 ETF TR
TR UNIT
78462F103
6179496
14105
SH
SOLE
0
0
14105
STARBUCKS CORP
COM
855244109
465918
4722
SH
SOLE
0
0
4722
TESLA INC
COM
88160R101
272178
1057
SH
SOLE
0
0
1057
TEXAS INSTRS INC
COM
882508104
214800
1215
SH
SOLE
0
0
1215
THERMO FISHER SCIENTIFIC INC
COM
883556102
499987
972
SH
SOLE
0
0
972
TORO CO
COM
891092108
283386
2857
SH
SOLE
0
0
2857
UNION PAC CORP
COM
907818108
535569
2617
SH
SOLE
0
0
2617
UNITED PARCEL SERVICE INC
CL B
911312106
632020
3590
SH
SOLE
0
0
3590
UNITEDHEALTH GROUP INC
COM
91324P102
1177283
2471
SH
SOLE
0
0
2471
US BANCORP DEL
COM NEW
902973304
209205
6386
SH
SOLE
0
0
6386
VALLEY NATL BANCORP
COM
919794107
225178
28360
SH
SOLE
0
0
28360
VERISK ANALYTICS INC
COM
92345Y106
308782
1383
SH
SOLE
0
0
1383
VERIZON COMMUNICATIONS INC
COM
92343V104
416549
11261
SH
SOLE
0
0
11261
VISA INC
COM CL A
92826C839
784035
3346
SH
SOLE
0
0
3346
WALMART INC
COM
931142103
286467
1857
SH
SOLE
0
0
1857
WATTS WATER TECHNOLOGIES INC
CL A
942749102
343422
1896
SH
SOLE
0
0
1896
WEST PHARMACEUTICAL SVSC INC
COM
955306105
204152
541
SH
SOLE
0
0
541
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
327458
8226
SH
SOLE
0
0
8226