Coordinated Financial Services, Inc.
CIK: 0002055532SEC EDGAR →
Portfolio Value
$173.9B
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 | $20.7B | 11.89% |
| 2 | SPDR S&P 500 ETF TR | 8,532 | $5.8B | 3.36% |
| 3 | VANGUARD INDEX FDS | 12,957 | $4.3B | 2.50% |
| 4 | SPDR GOLD TR | 10,001 | $4.0B | 2.28% |
| 5 | ISHARES TR | 35,418 | $3.4B | 1.96% |
| 6 | VANGUARD INDEX FDS | 12,519 | $3.2B | 1.86% |
| 7 | J P MORGAN EXCHANGE TRADED F | 47,430 | $3.1B | 1.81% |
| 8 | SCHWAB STRATEGIC TR | 111,205 | $3.0B | 1.75% |
| 9 | J P MORGAN EXCHANGE TRADED F | 61,954 | $2.9B | 1.69% |
| 10 | VANGUARD INTL EQUITY INDEX F | 20,080 | $2.8B | 1.63% |
Quarterly Changes
New Positions (182)
$20.7B · 30K shares
$5.8B · 9K shares
$4.3B · 13K shares
$4.0B · 10K shares
$3.4B · 35K shares
$3.2B · 13K shares
$3.1B · 47K shares
$3.0B · 111K shares
$2.9B · 62K shares
$2.8B · 20K shares
$2.6B · 24K shares
$2.6B · 113K shares
$2.5B · 13K shares
$2.3B · 4K shares
$2.2B · 15K shares
$2.2B · 5K shares
$2.2B · 27K shares
$2.0B · 26K shares
$2.0B · 8K shares
$1.8B · 4K shares
$1.8B · 19K shares
$1.7B · 16K shares
$1.6B · 5K shares
$1.5B · 10K shares
$1.5B · 17K shares
$1.5B · 28K shares
$1.4B · 4K shares
$1.4B · 6K shares
$1.4B · 7K shares
$1.4B · 60K shares
$1.4B · 4K shares
$1.4B · 2K shares
$1.3B · 1K shares
$1.3B · 7K shares
$1.3B · 14K shares
$1.3B · 41K shares
$1.2B · 10K shares
$1.2B · 17K shares
$1.2B · 18K shares
$1.2B · 21K shares
$1.2B · 7K shares
$1.2B · 1K shares
$1.2B · 8K shares
$1.1B · 13K shares
$1.1B · 19K shares
$1.1B · 13K shares
$1.1B · 64K shares
$1.0B · 43K shares
$1.0B · 4K shares
$998.0M · 30K shares
$991.0M · 50K shares
$986.0M · 20K shares
$977.0M · 41K shares
$957.0M · 6K shares
$927.0M · 10K shares
$899.0M · 3K shares
$890.0M · 43K shares
$873.0M · 4K shares
$862.0M · 44K shares
$862.0M · 15K shares
$859.0M · 710 shares
$850.0M · 13K shares
$839.0M · 5K shares
$828.0M · 3K shares
$812.0M · 33K shares
$807.0M · 2K shares
$800.0M · 22K shares
$799.0M · 10K shares
$784.0M · 2K shares
$774.0M · 3K shares
$766.0M · 2K shares
$747.0M · 16K shares
$741.0M · 44K shares
$719.0M · 15K shares
$708.0M · 34K shares
$707.0M · 16K shares
$704.0M · 7K shares
$698.0M · 37K shares
$690.0M · 7K shares
$654.0M · 4K shares
$648.0M · 2K shares
$642.0M · 7K shares
$603.0M · 963 shares
$594.0M · 1K shares
$582.0M · 3K shares
$581.0M · 5K shares
$572.0M · 3K shares
$566.0M · 9K shares
$564.0M · 3K shares
$564.0M · 7K shares
$550.0M · 9K shares
$546.0M · 509 shares
$540.0M · 9K shares
$532.0M · 883 shares
$519.0M · 10K shares
$514.0M · 4K shares
$504.0M · 11K shares
$504.0M · 2K shares
$502.0M · 9K shares
$488.0M · 2K shares
$469.0M · 9K shares
$460.0M · 5K shares
$460.0M · 18K shares
$458.0M · 2K shares
$456.0M · 3K shares
$455.0M · 3K shares
$451.0M · 5K shares
$450.0M · 4K shares
$447.0M · 4K shares
$446.0M · 3K shares
$445.0M · 15K shares
$441.0M · 502 shares
$430.0M · 3K shares
$416.0M · 7K shares
$414.0M · 4K shares
$411.0M · 13K shares
$406.0M · 2K shares
$393.0M · 7K shares
$383.0M · 4K shares
$380.0M · 5K shares
$379.0M · 15K shares
$378.0M · 15K shares
$374.0M · 2K shares
$369.0M · 2K shares
$359.0M · 1K shares
$352.0M · 8K shares
$335.0M · 6K shares
$335.0M · 8K shares
$330.0M · 15K shares
$320.0M · 9K shares
$317.0M · 11K shares
$316.0M · 5K shares
$315.0M · 12K shares
$313.0M · 2K shares
$311.0M · 2K shares
$304.0M · 1K shares
$302.0M · 3K shares
$295.0M · 6K shares
$283.0M · 3K shares
$277.0M · 704 shares
$275.0M · 3K shares
$274.0M · 1K shares
$273.0M · 13K shares
$273.0M · 2K shares
$272.0M · 2K shares
$268.0M · 4K shares
$267.0M · 10K shares
$263.0M · 14K shares
$261.0M · 1K shares
$257.0M · 450 shares
$257.0M · 1K shares
$252.0M · 3K shares
$249.0M · 9K shares
$248.0M · 1K shares
$247.0M · 2K shares
$237.0M · 3K shares
$234.0M · 711 shares
$231.0M · 4K shares
$224.0M · 28K shares
$224.0M · 464 shares
$222.0M · 1K shares
$220.0M · 2K shares
$219.0M · 5K shares
$214.0M · 3K shares
$212.0M · 7K shares
$209.0M · 701 shares
$206.0M · 2K shares
$204.0M · 4K shares
$203.0M · 4K shares
$202.0M · 3K shares
$201.0M · 915 shares
$200.0M · 2K shares
$163.0M · 15K shares
$161.0M · 12K shares
$145.0M · 12K shares
$90.0M · 10K shares
$12.0M · 19 shares
VANGUARD INTL EQUITY INDEX F
$12.0M · 47 shares
$12.0M · 28 shares
$8.0M · 67 shares
$7.0M · 10 shares
INVESCO EXCHANGE TRADED FD T
$1.0M · 26 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $130.2B | 74.9% |
| Unknown | 13 | $16.2B | 9.3% |
| Technology | 8 | $8.2B | 4.7% |
| Consumer Defensive | 6 | $4.3B | 2.5% |
| Communication Services | 5 | $3.3B | 1.9% |
| Consumer Cyclical | 3 | $3.2B | 1.9% |
| Healthcare | 7 | $2.9B | 1.6% |
| Industrials | 7 | $2.5B | 1.4% |
| Energy | 5 | $1.9B | 1.1% |
| Real Estate | 2 | $608.0M | 0.3% |
| Basic Materials | 2 | $498.0M | 0.3% |