13F Insight
DOSSIER · 13F-HR · Q2 2026

Koesten, Hirschmann & Crabtree, INC.

$240M in tracked AUM across 52 positions as of Q2 2026.

KH
CIK 0001963421 · last filed Jun 30, 2026
Total AUM
$240M
as of Q2 2026
Holdings
52
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Koesten, Hirschmann & Crabtree, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$53M1.7M21.9%02
VV
VANGUARD INDEX FDS
$43M124K17.7%03
VB
VANGUARD INDEX FDS
$28M93K11.7%04
SCHF
SCHWAB STRATEGIC TR
$26M948K10.9%05
SCHX
SCHWAB STRATEGIC TR
$23M795K9.7%06
IEFA
ISHARES TR
$18M187K7.5%07
IJR
ISHARES TR
$5M32K2.0%08
IVV
ISHARES TR
$5M6K1.9%09
AVEM
AMERICAN CENTY ETF TR
$5M47K1.9%10
IEMG
ISHARES INC
$5M54K1.9%

Filing history

2026Q2Jun 30
$240M▲ 17.0%
52 positionsView →2026Q1Mar 31
$205M▲ 1.0%
41 positionsView →2025Q4Dec 31
$203M▲ 724.7%
42 positionsView →2025Q3Sep 30
$25M▼ 87.2%
126 positionsView →2025Q2Jun 30
$193M▲ 10.9%
368 positionsLocked2025Q1Mar 31
$174M▼ 0.0%
235 positionsLocked2024Q4Dec 31
$174M▲ 1.6%
222 positionsLocked2024Q3Sep 30
$172M▲ 10.2%
223 positionsLocked2024Q2Jun 30
$156M— 0.0%
241 positionsLocked2024Q1Mar 31
$156M▲ 8.2%
241 positionsLocked2023Q4Dec 31
$144M▲ 12.8%
202 positionsLocked2023Q3Sep 30
$128M▼ 3.4%
198 positionsLocked
Showing 12 of 15