§ 13F · FUND PROFILE
Coordinated Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 159Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 31K | $20M | 11.4% | +1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 8K | $5M | 3.1% | −1% |
| 3 | GLD | SPDR GOLD TR | 9K | $4M | 2.3% | −6% |
| 4 | VTI | VANGUARD INDEX FDS | 12K | $4M | 2.3% | −4% |
| 5 | VT | VANGUARD INTL EQUITY INDEX F | 26K | $4M | 2.1% | +30% |
| 6 | EFA | ISHARES TR | 36K | $3M | 2.0% | +2% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 109K | $3M | 1.9% | −2% |
| 8 | VB | VANGUARD INDEX FDS | 13K | $3M | 1.9% | +1% |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 64K | $3M | 1.7% | +3% |
| 10 | HELO | J P MORGAN EXCHANGE TRADED F | 46K | $3M | 1.7% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COORDINATED SIGNAL
AC read
Coordinated Financial Services, Inc. is a Other fund managing $156 million in assets. The fund runs a portfolio of 159 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed