Coordinated Financial Services, Inc.

Est. AUM

$173.6M

13F long equity, this entity only

Positions

175

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$19.9M	30527	11.49%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.5M	8431	3.16%	SOLE
3	SPDR GOLD TR	GOLD SHS	$4.1M	9438	2.34%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$4.0M	12467	2.30%	SOLE
5	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$3.6M	26060	2.08%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$3.5M	36021	2.02%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.3M	109054	1.93%	SOLE
8	VANGUARD INDEX FDS	SMALL CP ETF	$3.3M	12684	1.91%	SOLE
9	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.0M	63506	1.72%	SOLE
10	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.9M	45893	1.69%	SOLE
11	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.9M	36997	1.67%	SOLE
12	ISHARES TR	IBOXX INV CP ETF	$2.7M	24979	1.57%	SOLE
13	ISHARES TR	US TREAS BD ETF	$2.6M	114631	1.51%	SOLE
14	NVIDIA CORPORATION	COM	$2.3M	13116	1.32%	SOLE
15	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	15182	1.29%	SOLE
16	VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	27627	1.23%	SOLE
17	INVESCO QQQ TR	UNIT SER 1	$2.0M	3390	1.13%	SOLE
18	ISHARES TR	MBS ETF	$1.8M	19458	1.06%	SOLE
19	WALMART INC	COM	$1.8M	14623	1.05%	SOLE
20	AMAZON COM INC	COM	$1.8M	8625	1.03%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3598	0.99%	SOLE
22	ISHARES TR	ISHS 1-5YR INVS	$1.6M	29742	0.90%	SOLE
23	VANGUARD INDEX FDS	MID CAP ETF	$1.6M	5412	0.90%	SOLE
24	MICROSOFT CORP	COM	$1.5M	4174	0.89%	SOLE
25	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	66485	0.89%	SOLE
26	ISHARES TR	SELECT DIVID ETF	$1.5M	9694	0.85%	SOLE
27	VANGUARD INDEX FDS	SM CP VAL ETF	$1.5M	6709	0.84%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$1.5M	16036	0.84%	SOLE
29	INNOVATOR ETFS TRUST	EQUITY DUAL DIRE	$1.4M	76750	0.83%	SOLE
30	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.4M	25931	0.83%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$1.4M	11367	0.81%	SOLE
32	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	18350	0.78%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$1.3M	5379	0.77%	SOLE
34	ISHARES INC	CORE MSCI EMKT	$1.3M	18959	0.76%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1326	0.76%	SOLE
36	ISHARES TR	PFD AND INCM SEC	$1.3M	42769	0.75%	SOLE
37	BANK AMERICA CORP	7.25%CNV PFD L	$1.3M	1051	0.72%	SOLE
38	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.2M	6471	0.72%	SOLE
39	VISA INC	COM CL A	$1.2M	4054	0.71%	SOLE
40	BROADCOM INC	COM	$1.2M	3829	0.68%	SOLE
41	META PLATFORMS INC	CL A	$1.2M	2028	0.67%	SOLE
42	SCHWAB STRATEGIC TR	SHT TM US TRES	$1.2M	47559	0.66%	SOLE
43	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	13078	0.62%	SOLE
44	ISHARES TR	CORE S&P US GWT	$1.1M	6830	0.61%	SOLE
45	INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$1.0M	62253	0.60%	SOLE
46	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.0M	11666	0.60%	SOLE
47	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.0M	41819	0.60%	SOLE
48	VANGUARD INTL EQUITY INDEX FPUT	PUT	$1.0M	7400	0.59%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$1.0M	51453	0.58%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	29993	0.58%	SOLE

1–50 of 175

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.