# EDGAR Filing Document

**Accession Number:** 0001904326
**File Stem:** 0001904388-23-000002
**Filing Date:** 2023-2
**Character Count:** 15224
**Document Hash:** 8e0704281c390b67decfad5896ca1a13
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001904388-23-000002.hdr.sgml**: 20230214

**ACCESSION NUMBER**: 0001904388-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230214

**DATE AS OF CHANGE**: 20230214

**EFFECTIVENESS DATE**: 20230214

**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:** 23626483

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kolinsky Wealth Management LLC<br>**Address:** 500 N. FRANKLIN TURNPIKE<br>SUITE 104<br>RAMSEY, NJ 07446

**Form 13F File Number:** 028-21463

**CRD Number (if applicable):** 000153763

**SEC File Number (if applicable):** 801-71410

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JORDAN GREEN<br>**Title:** COUNSEL<br>**Phone:** 6098810101

**Signature, Place, and Date of Signing:**

JORDAN GREEN  Stone Harbor, NJ  02-14-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $87633

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AT INC | COM | 00206R102 |  | 258 | 14010 | SH |  | SOLE |  | 0 | 0 | 14010 |
| ABBOTT LABS | COM | 002824100 |  | 549 | 5004 | SH |  | SOLE |  | 0 | 0 | 5004 |
| ABBVIE INC | COM | 00287Y109 |  | 945 | 5846 | SH |  | SOLE |  | 0 | 0 | 5846 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 |  | 852 | 2533 | SH |  | SOLE |  | 0 | 0 | 2533 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 526 | 5929 | SH |  | SOLE |  | 0 | 0 | 5929 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 916 | 10377 | SH |  | SOLE |  | 0 | 0 | 10377 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 273 | 5976 | SH |  | SOLE |  | 0 | 0 | 5976 |
| AMAZON COM INC | COM | 023135106 |  | 1766 | 21021 | SH |  | SOLE |  | 0 | 0 | 21021 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 251 | 1699 | SH |  | SOLE |  | 0 | 0 | 1699 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 428 | 1375 | SH |  | SOLE |  | 0 | 0 | 1375 |
| AMGEN INC | COM | 031162100 |  | 302 | 1148 | SH |  | SOLE |  | 0 | 0 | 1148 |
| ANALOG DEVICES INC | COM | 032654105 |  | 500 | 3048 | SH |  | SOLE |  | 0 | 0 | 3048 |
| APPLE INC | COM | 037833100 |  | 3834 | 29505 | SH |  | SOLE |  | 0 | 0 | 29505 |
| APPLIED MATLS INC | COM | 038222105 |  | 202 | 2071 | SH |  | SOLE |  | 0 | 0 | 2071 |
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 |  | 336 | 4958 | SH |  | SOLE |  | 0 | 0 | 4958 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 253 | 1061 | SH |  | SOLE |  | 0 | 0 | 1061 |
| BANK AMERICA CORP | COM | 060505104 |  | 396 | 11957 | SH |  | SOLE |  | 0 | 0 | 11957 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 604 | 13266 | SH |  | SOLE |  | 0 | 0 | 13266 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 735 | 2381 | SH |  | SOLE |  | 0 | 0 | 2381 |
| BLACKROCK INC | COM | 09247X101 |  | 475 | 670 | SH |  | SOLE |  | 0 | 0 | 670 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 389 | 5412 | SH |  | SOLE |  | 0 | 0 | 5412 |
| BROADCOM INC | COM | 11135F101 |  | 239 | 428 | SH |  | SOLE |  | 0 | 0 | 428 |
| CVS HEALTH CORP | COM | 126650100 |  | 354 | 3798 | SH |  | SOLE |  | 0 | 0 | 3798 |
| CHEVRON CORP NEW | COM | 166764100 |  | 726 | 4047 | SH |  | SOLE |  | 0 | 0 | 4047 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 |  | 387 | 279 | SH |  | SOLE |  | 0 | 0 | 279 |
| CISCO SYS INC | COM | 17275R102 |  | 635 | 13335 | SH |  | SOLE |  | 0 | 0 | 13335 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 508 | 14530 | SH |  | SOLE |  | 0 | 0 | 14530 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 316 | 2677 | SH |  | SOLE |  | 0 | 0 | 2677 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 504 | 1104 | SH |  | SOLE |  | 0 | 0 | 1104 |
| COSTAR GROUP INC | COM | 22160N109 |  | 355 | 4594 | SH |  | SOLE |  | 0 | 0 | 4594 |
| CROWN CASTLE INC | COM | 22822V101 |  | 260 | 1914 | SH |  | SOLE |  | 0 | 0 | 1914 |
| DANAHER CORPORATION | COM | 235851102 |  | 351 | 1322 | SH |  | SOLE |  | 0 | 0 | 1322 |
| DEERE  CO | COM | 244199105 |  | 336 | 783 | SH |  | SOLE |  | 0 | 0 | 783 |
| DISCOVER FINL SVCS | COM | 254709108 |  | 351 | 3589 | SH |  | SOLE |  | 0 | 0 | 3589 |
| EOG RES INC | COM | 26875P101 |  | 221 | 1710 | SH |  | SOLE |  | 0 | 0 | 1710 |
| EMCOR GROUP INC | COM | 29084Q100 |  | 447 | 3018 | SH |  | SOLE |  | 0 | 0 | 3018 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 379 | 3432 | SH |  | SOLE |  | 0 | 0 | 3432 |
| FORD MTR CO DEL | COM | 345370860 |  | 142 | 12167 | SH |  | SOLE |  | 0 | 0 | 12167 |
| GRACO INC | COM | 384109104 |  | 274 | 4079 | SH |  | SOLE |  | 0 | 0 | 4079 |
| HOME DEPOT INC | COM | 437076102 |  | 1672 | 5295 | SH |  | SOLE |  | 0 | 0 | 5295 |
| HONEYWELL INTL INC | COM | 438516106 |  | 450 | 2099 | SH |  | SOLE |  | 0 | 0 | 2099 |
| IDEXX LABS INC | COM | 45168D104 |  | 265 | 649 | SH |  | SOLE |  | 0 | 0 | 649 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 446 | 3167 | SH |  | SOLE |  | 0 | 0 | 3167 |
| INTUIT | COM | 461202103 |  | 522 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 218 | 3238 | SH |  | SOLE |  | 0 | 0 | 3238 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 219 | 1022 | SH |  | SOLE |  | 0 | 0 | 1022 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 267 | 3703 | SH |  | SOLE |  | 0 | 0 | 3703 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 860 | 6413 | SH |  | SOLE |  | 0 | 0 | 6413 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 391 | 2211 | SH |  | SOLE |  | 0 | 0 | 2211 |
| LAM RESEARCH CORP | COM | 512807108 |  | 289 | 688 | SH |  | SOLE |  | 0 | 0 | 688 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 502 | 1032 | SH |  | SOLE |  | 0 | 0 | 1032 |
| MSCI INC | COM | 55354G100 |  | 246 | 528 | SH |  | SOLE |  | 0 | 0 | 528 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 560 | 1611 | SH |  | SOLE |  | 0 | 0 | 1611 |
| MCDONALDS CORP | COM | 580135101 |  | 347 | 1315 | SH |  | SOLE |  | 0 | 0 | 1315 |
| MERCK  CO INC | COM | 58933Y105 |  | 841 | 7584 | SH |  | SOLE |  | 0 | 0 | 7584 |
| MICROSOFT CORP | COM | 594918104 |  | 3925 | 16367 | SH |  | SOLE |  | 0 | 0 | 16367 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 226 | 3390 | SH |  | SOLE |  | 0 | 0 | 3390 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 546 | 6530 | SH |  | SOLE |  | 0 | 0 | 6530 |
| NIKE INC | CL B | 654106103 |  | 347 | 2967 | SH |  | SOLE |  | 0 | 0 | 2967 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 464 | 3430 | SH |  | SOLE |  | 0 | 0 | 3430 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 293 | 2003 | SH |  | SOLE |  | 0 | 0 | 2003 |
| ORACLE CORP | COM | 68389X105 |  | 293 | 3588 | SH |  | SOLE |  | 0 | 0 | 3588 |
| PAYCHEX INC | COM | 704326107 |  | 528 | 4572 | SH |  | SOLE |  | 0 | 0 | 4572 |
| PEPSICO INC | COM | 713448108 |  | 420 | 2323 | SH |  | SOLE |  | 0 | 0 | 2323 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 465 | 4592 | SH |  | SOLE |  | 0 | 0 | 4592 |
| PHILLIPS 66 | COM | 718546104 |  | 392 | 3767 | SH |  | SOLE |  | 0 | 0 | 3767 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 460 | 3038 | SH |  | SOLE |  | 0 | 0 | 3038 |
| PROLOGIS INC. | COM | 74340W103 |  | 276 | 2449 | SH |  | SOLE |  | 0 | 0 | 2449 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 235 | 1123 | SH |  | SOLE |  | 0 | 0 | 1123 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5696 | 14894 | SH |  | SOLE |  | 0 | 0 | 14894 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 226 | 2718 | SH |  | SOLE |  | 0 | 0 | 2718 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 20607 | 456413 | SH |  | SOLE |  | 0 | 0 | 456413 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 813 | 14632 | SH |  | SOLE |  | 0 | 0 | 14632 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 859 | 13007 | SH |  | SOLE |  | 0 | 0 | 13007 |
| SERVICENOW INC | COM | 81762P102 |  | 301 | 774 | SH |  | SOLE |  | 0 | 0 | 774 |
| SNAP ON INC | COM | 833034101 |  | 352 | 1542 | SH |  | SOLE |  | 0 | 0 | 1542 |
| STARBUCKS CORP | COM | 855244109 |  | 513 | 5173 | SH |  | SOLE |  | 0 | 0 | 5173 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 |  | 227 | 568 | SH |  | SOLE |  | 0 | 0 | 568 |
| TEXAS INSTRS INC | COM | 882508104 |  | 218 | 1317 | SH |  | SOLE |  | 0 | 0 | 1317 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 503 | 914 | SH |  | SOLE |  | 0 | 0 | 914 |
| US BANCORP DEL | COM NEW | 902973304 |  | 250 | 5728 | SH |  | SOLE |  | 0 | 0 | 5728 |
| UNION PAC CORP | COM | 907818108 |  | 649 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 618 | 3557 | SH |  | SOLE |  | 0 | 0 | 3557 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1325 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 285 | 7235 | SH |  | SOLE |  | 0 | 0 | 7235 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 238 | 1350 | SH |  | SOLE |  | 0 | 0 | 1350 |
| VISA INC | COM CL A | 92826C839 |  | 772 | 3718 | SH |  | SOLE |  | 0 | 0 | 3718 |
| WALMART INC | COM | 931142103 |  | 236 | 1664 | SH |  | SOLE |  | 0 | 0 | 1664 |
| ZOETIS INC | CL A | 98978V103 |  | 252 | 1720 | SH |  | SOLE |  | 0 | 0 | 1720 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 346 | 1837 | SH |  | SOLE |  | 0 | 0 | 1837 |
| ARDELYX INC | COM | 039697107 |  | 29 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1601 | 21486 | SH |  | SOLE |  | 0 | 0 | 21486 |
| ASPEN TECHNOLOGY INC | COM | 29109X106 |  | 201 | 979 | SH |  | SOLE |  | 0 | 0 | 979 |
| CBRE GROUP INC | CL A | 12504L109 |  | 231 | 3002 | SH |  | SOLE |  | 0 | 0 | 3002 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 254 | 3409 | SH |  | SOLE |  | 0 | 0 | 3409 |
| COPART INC | COM | 217204106 |  | 219 | 3595 | SH |  | SOLE |  | 0 | 0 | 3595 |
| CORVEL CORP | COM | 221006109 |  | 235 | 1620 | SH |  | SOLE |  | 0 | 0 | 1620 |
| DIME CMNTY BANCSHARES INC | COM | 25432X102 |  | 383 | 12031 | SH |  | SOLE |  | 0 | 0 | 12031 |
| DENISON MINES CORP | COM | 248356107 |  | 12 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| ELEVANCE HEALTH INC | COM | 036752103 |  | 393 | 766 | SH |  | SOLE |  | 0 | 0 | 766 |
| FTI CONSULTING INC | NOTE  2.000% 8/1 | 302941AP4 |  | 457 | 2875 | SH |  | SOLE |  | 0 | 0 | 2875 |
| FACTSET RESH SYS INC | COM | 303075105 |  | 253 | 630 | SH |  | SOLE |  | 0 | 0 | 630 |
| FIRST HAWAIIAN INC | COM | 32051X108 |  | 293 | 11256 | SH |  | SOLE |  | 0 | 0 | 11256 |
| AON PLC | SHS CL A | G0403H108 |  | 211 | 704 | SH |  | SOLE |  | 0 | 0 | 704 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 839 | 3143 | SH |  | SOLE |  | 0 | 0 | 3143 |
| LINDE PLC | SHS | G5494J103 |  | 419 | 1284 | SH |  | SOLE |  | 0 | 0 | 1284 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 257 | 3304 | SH |  | SOLE |  | 0 | 0 | 3304 |
| GREENLANE HLDGS INC | CL A NEW | 395330202 |  | 3 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| ACUSHNET HLDGS CORP | COM | 005098108 |  | 286 | 6733 | SH |  | SOLE |  | 0 | 0 | 6733 |
| GLOBALSTAR INC | COM | 378973408 |  | 13 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 |  | 266 | 7459 | SH |  | SOLE |  | 0 | 0 | 7459 |
| KULR TECHNOLOGY GROUP INC | COM | 50125G109 |  | 18 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| LANDSTAR SYS INC | COM | 515098101 |  | 300 | 1842 | SH |  | SOLE |  | 0 | 0 | 1842 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 358 | 1116 | SH |  | SOLE |  | 0 | 0 | 1116 |
| MANHATTAN ASSOCIATES INC | COM | 562750109 |  | 266 | 2193 | SH |  | SOLE |  | 0 | 0 | 2193 |
| MOELIS  CO | CL A | 60786M105 |  | 215 | 5610 | SH |  | SOLE |  | 0 | 0 | 5610 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 433 | 793 | SH |  | SOLE |  | 0 | 0 | 793 |
| PRIMERICA INC | COM | 74164M108 |  | 335 | 2361 | SH |  | SOLE |  | 0 | 0 | 2361 |
| FERRARI N V | COM | N3167Y103 |  | 325 | 1516 | SH |  | SOLE |  | 0 | 0 | 1516 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 3194 | 122597 | SH |  | SOLE |  | 0 | 0 | 122597 |
| SIMPSON MFG INC | COM | 829073105 |  | 333 | 3752 | SH |  | SOLE |  | 0 | 0 | 3752 |
| TORO CO | COM | 891092108 |  | 302 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| VEEVA SYS INC | CL A COM | 922475108 |  | 261 | 1619 | SH |  | SOLE |  | 0 | 0 | 1619 |
| VERB TECHNOLOGY CO INC | COM | 92337U104 |  | 2 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| VALLEY NATL BANCORP | COM | 919794107 |  | 339 | 30010 | SH |  | SOLE |  | 0 | 0 | 30010 |
| WESTPORT FUEL SYSTEMS INC | COM NEW | 960908309 |  | 8 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| WATTS WATER TECHNOLOGIES INC | CL A | 942749102 |  | 263 | 1801 | SH |  | SOLE |  | 0 | 0 | 1801 |

---