DOSSIER · 13F-HR · Q1 2026

Coordinated Financial Services, Inc.

$174M in tracked AUM across 176 positions as of Q1 2026.

CF
CIK 0002055532 · last filed Mar 31, 2026
Total AUM
$174M
as of Q1 2026
Holdings
176
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Coordinated Financial Services, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M31K11.4%
02
SPY
STATE STR SPDR S&P 500 ETF T
$5M8K3.1%
03
GLD
SPDR GOLD TR
$4M9K2.3%
04
VTI
VANGUARD INDEX FDS
$4M12K2.3%
05
VT
VANGUARD INTL EQUITY INDEX F
$4M26K2.1%
06
EFA
ISHARES TR
$3M36K2.0%
07
SCHD
SCHWAB STRATEGIC TR
$3M109K1.9%
08
VB
VANGUARD INDEX FDS
$3M13K1.9%
09
JCPB
J P MORGAN EXCHANGE TRADED F
$3M64K1.7%
10
HELO
J P MORGAN EXCHANGE TRADED F
$3M46K1.7%

Filing history

2026Q1Mar 31
$174M 0.2%
176 positionsView →
2025Q4Dec 31
$174M 168.0%
201 positionsView →
2025Q3Sep 30
$65M 8.0%
79 positionsView →
2025Q2Jun 30
$60M 53.1%
73 positionsLocked
2024Q4Dec 31
$128M
135 positionsLocked