Coordinated Financial Services, Inc.
CIK 0002055532 · DENVER, CO · Quarter end: 2026-03-31 · Filed on: 2026-05-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$174.3M
2026 Q1
Positions
176
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.5%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
IVV
ISHARES TR
11.4%
SPY
STATE STR SPDR S&P 500 ETF T
3.1%
GLD
SPDR GOLD TR
2.3%
VTI
VANGUARD INDEX FDS
2.3%
VT
VANGUARD INTL EQUITY INDEX F
2.1%
EFA
ISHARES TR
2.0%
SCHD
SCHWAB STRATEGIC TR
1.9%
VB
VANGUARD INDEX FDS
1.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.