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CIK: 0002055532
Total reported value
$174.3M
$174.3M
182 檔
21.9%
As reported in its official Q4 2025 Form 13F filing, Coordinated Financial Services, Inc.'s tracked investment portfolio stood at $174.3M with 182 total positions.
In Q4 2025, Coordinated Financial Services, Inc. displayed an active expansion posture, initiating 20 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.89% | -0.45% | +5.37% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.36% | -0.21% | -1.26% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.50% | -0.21% | -0.89% | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 2.28% | +0.05% | -0.20% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.96% | +0.05% | +4.89% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 1.86% | +0.05% | +2.25% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.81% | -0.13% | +14.96% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.75% | +0.17% | +7.13% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.69% | +0.03% | +11.37% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.63% | +0.44% | +438.63% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.50% | +0.06% | +17.64% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.49% | +0.02% | -2.93% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.13% | +1.57% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.30% | -0.18% | +3.06% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.37% | +8.25% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.26% | +0.03% | -1.74% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.24% | +0.42% | +84.88% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.15% | +0.07% | -6.36% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.09% | +7.25% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.06% | -1.76% | |
| 21 | MBB | Ishares Mbs ETF | ETF-Other | 1.05% | +0.01% | -1.83% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | +0.04% | -5.12% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | -0.01% | +8.91% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.88% | -0.37% | -3.26% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.85% | -0.02% | +13.09% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.85% | +0.05% | +3.07% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -0.12% | -1.65% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.82% | -0.05% | +1.66% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.81% | +0.03% | +2.99% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.80% | +0.09% | +6.20% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | -0.10% | +3.53% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.11% | +17.48% | |
| 33 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.75% | -0.03% | +1.45% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.03% | +9.17% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.14% | +0.26% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.73% | +0.01% | +80.28% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | +0.10% | +4.69% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | +0.07% | +23.70% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.06% | +11.72% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.69% | -0.14% | -22.88% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.67% | -0.06% | -4.72% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | +0.10% | +5.68% | |
| 43 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.66% | +0.18% | +72.34% | |
| 44 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.66% | -0.13% | -4.57% | |
| 45 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.65% | +0.18% | +26.05% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.64% | -0.02% | +2.33% | |
| 47 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.62% | -0.02% | +4.88% | |
| 48 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.60% | +0.06% | +25.69% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.60% | -0.05% | +39.80% | |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.57% | +0.01% | -1.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +1.3% | +438.63% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.5% | +84.88% | Add |
| 3 | PFF | Ishares Preferred & Income S | +0.3% | +80.28% | Add |
| 4 | DVY | Ishares Select Dividend ETF | +0.2% | +72.34% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +39.80% | Add |
| 6 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +14.96% | Add |
| 7 | SLV | Ishares Silver Trust | +0.1% | +0.59% | Add |
| 8 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +26.05% | Add |
| 9 | IQLT | Ishares Msci International Q | +0.1% | +32.77% | Add |
| 10 | BND | Vanguard Total Bond Market | +0.1% | +23.70% | Add |
| 11 | SCHO | Schwab Short-term US Treas | +0.1% | +25.69% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +32.15% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.08% | Add |
| 14 | IMTM | Ishares Msci Intl Momentum F | +0.1% | +35.47% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +14.98% | Add |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +17.64% | Add |
| 17 | LLY | Eli Lilly & Co | +0.1% | -4.32% | Trim |
| 18 | IEFA | Ishares Core Msci Eafe ETF | 0% | +13.09% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +7.25% | Add |
| 20 | IEMG | Ishares Core Msci Emerging | 0% | +11.72% | Add |
| 21 | GLD | Spdr Gold Shares | — | -0.20% | Trim |
| 22 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +11.37% | Add |
| 23 | EFA | Ishares Msci Eafe ETF | -0.1% | +4.89% | Add |
| 24 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +7.13% | Add |
| 25 | HD | Home Depot Inc | -0.2% | -0.99% | Trim |
| 26 | JEPI | Jpmorgan Equity Premium Inco | -0.3% | -22.88% | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.4% | +5.37% | Add |
| 28 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 29 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 32 | PEP | Pepsico Inc | — | NEW | New buy |
| 33 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 34 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 35 | DDFD | Inno Eqt Dd 15 Buff ETF Dec | — | NEW | New buy |
| 36 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | Sold out |
| 37 | KDP | Keurig Dr Pepper Inc | — | NEW | New buy |
| 38 | BA | Boeing Co/the | — | NEW | New buy |
| 39 | OKE | Oneok Inc | — | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 41 | AZNN | Astrazeneca Plc-spons Adr | — | NEW | New buy |
| 42 | AOM | Ishares Core 40/60 Moderate | — | NEW | New buy |
| 43 | ARKK | Ark Innovation ETF | — | NEW | New buy |
| 44 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | New buy |
| 45 | AOA | Ishares Core 80/20 Aggressiv | — | NEW | New buy |
| 46 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 47 | AKRE | Akre Focus ETF | — | NEW | New buy |
| 48 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 49 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 50 | WSR | Whitestone Reit | — | NEW | New buy |
According to official SEC Form 13F filings, Coordinated Financial Services, Inc. reported a total U.S. public equity portfolio value of $174.3M across 182 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, VTI) accounted for 21.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
JNJ
市值: $564.5K
Top Position Liquidated / Trimmed
BSCP
前期市值: $740.1K
During Q4 2025, Coordinated Financial Services, Inc.'s top holdings by market value included IVV (11.9%)、SPY (3.4%)、VTI (2.5%). The largest single position, IVV, represented 11.9% of total portfolio value.
In Q4 2025, Coordinated Financial Services, Inc. made 50 total portfolio adjustments, initiating 20 new buys, adding to 23 positions, trimming 4 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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