Coordinated Financial Services, Inc.
CIK: 0002055532SEC EDGAR →
Portfolio Value
$173.9M
Holdings
182
As of
Q4 2025
New Positions
182
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 30,193 | $20.7M | 11.89% |
| 2 | SPDR S&P 500 ETF TR | 8,532 | $5.8M | 3.36% |
| 3 | VANGUARD INDEX FDS | 12,957 | $4.3M | 2.50% |
| 4 | SPDR GOLD TR | 10,001 | $4.0M | 2.28% |
| 5 | ISHARES TR | 35,418 | $3.4M | 1.96% |
| 6 | VANGUARD INDEX FDS | 12,519 | $3.2M | 1.86% |
| 7 | J P MORGAN EXCHANGE TRADED F | 47,430 | $3.1M | 1.81% |
| 8 | SCHWAB STRATEGIC TR | 111,205 | $3.0M | 1.75% |
| 9 | J P MORGAN EXCHANGE TRADED F | 61,954 | $2.9M | 1.69% |
| 10 | VANGUARD INTL EQUITY INDEX F | 20,080 | $2.8M | 1.63% |
Quarterly Changes
New Positions (182)
$20.7M · 30K shares
$5.8M · 9K shares
$4.3M · 13K shares
$4.0M · 10K shares
$3.4M · 35K shares
$3.2M · 13K shares
$3.1M · 47K shares
$3.0M · 111K shares
$2.9M · 62K shares
$2.8M · 20K shares
$2.6M · 24K shares
$2.6M · 113K shares
$2.5M · 13K shares
$2.3M · 4K shares
$2.2M · 15K shares
$2.2M · 5K shares
$2.2M · 27K shares
$2.0M · 26K shares
$2.0M · 8K shares
$1.8M · 4K shares
$1.8M · 19K shares
$1.7M · 16K shares
$1.6M · 5K shares
$1.5M · 10K shares
$1.5M · 17K shares
$1.5M · 28K shares
$1.4M · 4K shares
$1.4M · 6K shares
$1.4M · 7K shares
$1.4M · 60K shares
$1.4M · 4K shares
$1.4M · 2K shares
$1.3M · 1K shares
$1.3M · 7K shares
$1.3M · 14K shares
$1.3M · 41K shares
$1.2M · 10K shares
$1.2M · 17K shares
$1.2M · 18K shares
$1.2M · 21K shares
$1.2M · 7K shares
$1.2M · 1K shares
$1.2M · 8K shares
$1.1M · 13K shares
$1.1M · 19K shares
$1.1M · 13K shares
$1.1M · 64K shares
$1.0M · 43K shares
$1.0M · 4K shares
$998K · 30K shares
$991K · 50K shares
$986K · 20K shares
$977K · 41K shares
$957K · 6K shares
$927K · 10K shares
$899K · 3K shares
$890K · 43K shares
$873K · 4K shares
$862K · 44K shares
$862K · 15K shares
$859K · 710 shares
$850K · 13K shares
$839K · 5K shares
$828K · 3K shares
$812K · 33K shares
$807K · 2K shares
$800K · 22K shares
$799K · 10K shares
$784K · 2K shares
$774K · 3K shares
$766K · 2K shares
$747K · 16K shares
$741K · 44K shares
$719K · 15K shares
$708K · 34K shares
$707K · 16K shares
$704K · 7K shares
$698K · 37K shares
$690K · 7K shares
$654K · 4K shares
$648K · 2K shares
$642K · 7K shares
$603K · 963 shares
$594K · 1K shares
$582K · 3K shares
$581K · 5K shares
$572K · 3K shares
$566K · 9K shares
$564K · 3K shares
$564K · 7K shares
$550K · 9K shares
$546K · 509 shares
$540K · 9K shares
$532K · 883 shares
$519K · 10K shares
$514K · 4K shares
$504K · 11K shares
$504K · 2K shares
$502K · 9K shares
$488K · 2K shares
$469K · 9K shares
$460K · 5K shares
$460K · 18K shares
$458K · 2K shares
$456K · 3K shares
$455K · 3K shares
$451K · 5K shares
$450K · 4K shares
$447K · 4K shares
$446K · 3K shares
$445K · 15K shares
$441K · 502 shares
$430K · 3K shares
$416K · 7K shares
$414K · 4K shares
$411K · 13K shares
$406K · 2K shares
$393K · 7K shares
$383K · 4K shares
$380K · 5K shares
$379K · 15K shares
$378K · 15K shares
$374K · 2K shares
$369K · 2K shares
$359K · 1K shares
$352K · 8K shares
$335K · 6K shares
$335K · 8K shares
$330K · 15K shares
$320K · 9K shares
$317K · 11K shares
$316K · 5K shares
$315K · 12K shares
$313K · 2K shares
$311K · 2K shares
$304K · 1K shares
$302K · 3K shares
$295K · 6K shares
$283K · 3K shares
$277K · 704 shares
$275K · 3K shares
$274K · 1K shares
$273K · 13K shares
$273K · 2K shares
$272K · 2K shares
$268K · 4K shares
$267K · 10K shares
$263K · 14K shares
$261K · 1K shares
$257K · 450 shares
$257K · 1K shares
$252K · 3K shares
$249K · 9K shares
$248K · 1K shares
$247K · 2K shares
$237K · 3K shares
$234K · 711 shares
$231K · 4K shares
$224K · 28K shares
$224K · 464 shares
$222K · 1K shares
$220K · 2K shares
$219K · 5K shares
$214K · 3K shares
$212K · 7K shares
$209K · 701 shares
$206K · 2K shares
$204K · 4K shares
$203K · 4K shares
$202K · 3K shares
$201K · 915 shares
$200K · 2K shares
$163K · 15K shares
$161K · 12K shares
$145K · 12K shares
$90K · 10K shares
$12K · 19 shares
VANGUARD INTL EQUITY INDEX F
$12K · 47 shares
$12K · 28 shares
$8K · 67 shares
$7K · 10 shares
INVESCO EXCHANGE TRADED FD T
$1K · 26 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $130.2M | 74.9% |
| Unknown | 13 | $16.2M | 9.3% |
| Technology | 8 | $8.2M | 4.7% |
| Consumer Defensive | 6 | $4.3M | 2.5% |
| Communication Services | 5 | $3.3M | 1.9% |
| Consumer Cyclical | 3 | $3.2M | 1.9% |
| Healthcare | 7 | $2.9M | 1.6% |
| Industrials | 7 | $2.5M | 1.4% |
| Energy | 5 | $1.9M | 1.1% |
| Real Estate | 2 | $608K | 0.3% |
| Basic Materials | 2 | $498K | 0.3% |