Kooman & Associates filed a Form 13F-HR with the Securities and Exchange Commission on October 21, 2026, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing lists the firm's principal business address as 517 S. Logan Blvd, Altoona, PA 16602, and identifies Jeffrey Starkey as the Chief Compliance Officer responsible for the report.
The report details a portfolio consisting of 55 separate securities. The largest holding by share count is the Dimensional ETF Trust US Core Equity Market fund, which comprises 2,918,050 shares. Apple Inc. is the second-largest holding with 9,032 shares, followed by NVIDIA Corporation with 9,202 shares. Other notable individual stock positions include Exxon Mobil (4,967 shares), Verizon Communications (10,998 shares), and Eli Lilly & Co. (411 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Major ETF positions include the Vanguard S&P 500 ETF (2,076 shares), the iShares Core S&P 500 ETF (21,254 shares), and the iShares Core International Aggregate Bond ETF (124,379 shares). Additionally, the firm holds various ETFs focused on emerging markets, small-cap value, and short-term government obligations, such as the Dimensional ETF Trust Emerging Markets Core (974,962 shares) and the PIMCO ETF Trust Ultra Short Government Active (68,193 shares).
