§ 13F · FUND PROFILE
Coordinated Financial Services, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144.4T (13F)Positions · 149Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 30K | $20.7T | 11.9% | +5% |
| 2 | SPY | SPDR S&P 500 ETF TR | 9K | $5.8T | 3.3% | −2% |
| 3 | VTI | VANGUARD INDEX FDS | 13K | $4.3T | 2.5% | −1% |
| 4 | GLD | SPDR GOLD TR | 10K | $4.0T | 2.3% | ±0% |
| 5 | EFA | ISHARES TR | 35K | $3.4T | 2.0% | +5% |
| 6 | VB | VANGUARD INDEX FDS | 13K | $3.2T | 1.9% | +2% |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | 47K | $3.2T | 1.8% | +15% |
| 8 | SCHD | SCHWAB STRATEGIC TR | 111K | $3.1T | 1.8% | +7% |
| 9 | JCPB | J P MORGAN EXCHANGE TRADED F | 62K | $2.9T | 1.7% | +11% |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 20K | $2.8T | 1.6% | +439% |
§ 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 $144383.7 trillion in assets. The fund runs a portfolio of 149 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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