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Coordinated Financial Services

Latest statistics and disclosures from Coordinated Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, SPY, GLD, VTI, VT, and represent 21.28% of Coordinated Financial Services's stock portfolio.
Added to shares of these 10 stocks: DDFJ, Vanguard Intl Equity Index F put, VT, BALT, BSV, XLE, JEPQ, TLTW, FANG, IGV.
Started 14 new stock positions in XLE, NFLX, VRT, DDFJ, AZN, FANG, BALT, SPYD, HOOD, KMI. IGV, FDVV, VYMI, AOK.
Reduced shares in these 10 stocks: ITOT, DSI, BIL, OEF, JPST, , APO, GDX, CTRA, .
Sold out of its positions in ARKK, APO, AstraZeneca, SAN, DYNF, CTRA, DVN, FCX, Powershares Qqq Etf Put Opt 01/19 154.0 put, Invesco Exchange Traded Fd T put. OEF, IVW, Ishares Tr Index option, DSI, Nvidia Corp option, AKRE, Spdr S&p 500 Etf Tr option, XLI, UNH, VIG.
Coordinated Financial Services was a net buyer of stock by $3.3M.
Coordinated Financial Services has $174M in assets under management (AUM), dropping by -7.67%.
Central Index Key (CIK): 0002055532

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Portfolio Holdings for Coordinated Financial Services

Coordinated Financial Services holds 176 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.4	$20M		31k	653.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.1	$5.5M		8.4k	650.33	View chart
Spdr Gold Tr Gold Shs (GLD)	2.3	$4.1M	-5%	9.4k	430.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$4.0M	-3%	13k	320.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.1	$3.6M	+29%	26k	138.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.0	$3.5M		36k	97.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$3.3M		109k	30.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.9	$3.3M		13k	261.92	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.7	$3.0M	+2%	64k	47.08	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	1.7	$2.9M	-3%	46k	63.91	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.7	$2.9M	+34%	37k	78.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$2.7M	+5%	25k	108.99	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$2.6M		115k	22.91	View chart
NVIDIA Corporation (NVDA)	1.3	$2.3M		13k	174.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.3	$2.2M		15k	148.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.2	$2.1M	+4%	28k	77.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$2.0M	-7%	3.4k	577.11	View chart
Ishares Tr Mbs Etf (MBB)	1.1	$1.8M		20k	94.95	View chart
Wal-Mart Stores (WMT)	1.0	$1.8M	-5%	15k	124.28	View chart
Amazon (AMZN)	1.0	$1.8M		8.6k	208.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.7M		3.6k	479.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$1.6M	+6%	30k	52.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$1.6M		5.4k	287.19	View chart
Microsoft Corporation (MSFT)	0.9	$1.5M	-8%	4.2k	370.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$1.5M	+11%	67k	23.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$1.5M	+18%	9.7k	151.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$1.5M		6.7k	217.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.5M	-3%	16k	90.53	View chart
Innovator Etfs Trust Equity Dual Dire (DDFJ)	0.8	$1.4M	NEW	77k	18.76	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.8	$1.4M	+33%	26k	55.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.4M	+10%	11k	124.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$1.4M	+10%	18k	73.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.8	$1.3M	-6%	5.4k	248.00	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.3M	+3%	19k	69.75	View chart
Costco Wholesale Corporation (COST)	0.8	$1.3M		1.3k	996.14	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$1.3M	+4%	43k	30.32	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	0.7	$1.3M		1.1k	1191.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.2M	-2%	6.5k	191.93	View chart
Visa Com Cl A (V)	0.7	$1.2M		4.1k	302.23	View chart
Broadcom (AVGO)	0.7	$1.2M	-2%	3.8k	309.51	View chart
Meta Platforms Cl A (META)	0.7	$1.2M		2.0k	572.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$1.2M	+11%	48k	24.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$1.1M		13k	82.75	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.6	$1.1M		6.8k	155.12	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.6	$1.0M	-2%	62k	16.72	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.0M	+2%	42k	24.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$1.0M	-19%	12k	88.70	View chart
Vanguard Intl Equity Index F Put Put Option	0.6	$1.0M	+15644%	7.4k	138.32	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$1.0M	+2%	52k	19.62	View chart
Spdr Series Trust State Street Spd (SPIB)	0.6	$1.0M		30k	33.54	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$967k	-18%	17k	56.68	View chart
Apple (AAPL)	0.5	$951k	-2%	3.7k	253.80	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.5	$922k	-24%	10k	91.77	View chart
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)	0.5	$912k	+13%	37k	24.73	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.5	$900k	+37%	9.6k	93.74	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$891k	-39%	6.3k	142.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$887k		43k	20.42	View chart
Home Depot (HD)	0.5	$857k		2.6k	328.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$851k		4.4k	191.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$841k		2.8k	302.30	View chart
Spdr Series Trust State Street Spd (SPYV)	0.5	$838k	-2%	15k	56.58	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.5	$832k		720.00	1155.71	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.5	$813k	+4%	23k	35.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.5	$811k	-5%	42k	19.53	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.5	$809k	NEW	24k	33.47	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.4	$783k		5.3k	146.60	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.4	$773k	+6%	17k	45.65	View chart
Exxon Mobil Corporation (XOM)	0.4	$771k	-5%	4.5k	169.65	View chart
Spdr Series Trust State Street Spd (SPYM)	0.4	$765k		10k	76.54	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.4	$760k		16k	46.23	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$760k	+6%	3.7k	208.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$729k		1.7k	426.40	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.4	$720k		15k	48.02	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.4	$701k		34k	20.59	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.4	$701k	-4%	43k	16.46	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$694k		37k	18.66	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.4	$694k		6.8k	102.25	View chart
Raytheon Technologies Corp (RTX)	0.4	$694k		3.6k	192.88	View chart
JPMorgan Chase & Co. (JPM)	0.4	$689k	-3%	2.3k	294.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$683k	-21%	10k	67.53	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.4	$679k	+105%	30k	22.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$667k	-5%	2.3k	287.51	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$658k	-33%	13k	50.61	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$627k	-10%	5.5k	114.99	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$618k	+10%	7.8k	79.27	View chart
Chevron Corporation (CVX)	0.4	$611k		3.0k	206.89	View chart
Stryker Corporation (SYK)	0.3	$607k		1.8k	328.52	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$601k		3.1k	196.22	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$592k		9.5k	62.56	View chart
Johnson & Johnson (JNJ)	0.3	$569k	-14%	2.3k	244.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$561k	+5%	1.3k	436.71	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$559k	-39%	6.1k	91.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$546k	-5%	913.00	597.86	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$545k		883.00	616.80	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$538k	-5%	2.6k	211.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$529k	+4%	9.8k	54.05	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$525k	+10%	11k	49.95	View chart
Metropcs Communications (TMUS)	0.3	$519k		2.5k	210.07	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$510k		11k	46.19	View chart
Honeywell International (HON)	0.3	$496k	+16%	2.2k	225.98	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$476k	-18%	7.0k	68.14	View chart
Eli Lilly & Co. (LLY)	0.3	$468k		509.00	919.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$467k	-15%	7.3k	64.08	View chart
Prologis (PLD)	0.3	$466k		3.5k	132.19	View chart
Procter & Gamble Company (PG)	0.3	$459k		3.2k	144.44	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$459k	-29%	4.7k	97.90	View chart
Goldman Sachs (GS)	0.3	$453k	+6%	536.00	845.63	View chart
Pepsi (PEP)	0.3	$452k	-3%	2.9k	155.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$447k		4.5k	99.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$447k		1.6k	286.92	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$443k		15k	28.66	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$441k	-5%	2.0k	218.72	View chart
Pfizer (PFE)	0.3	$437k	+2%	16k	28.08	View chart
United Parcel Svcs CL B (UPS)	0.2	$431k	-5%	4.4k	98.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$413k		1.9k	213.67	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$405k		6.6k	61.32	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$402k	+2%	7.5k	53.77	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$399k	+4%	4.6k	86.69	View chart
Ishares Tr Invt Grd Corp Bd (LQDW)	0.2	$394k	+5%	16k	24.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$390k	-5%	2.9k	132.91	View chart
Prudential Financial (PRU)	0.2	$390k		4.0k	97.69	View chart
Boeing Company (BA)	0.2	$387k	+69%	1.9k	199.03	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.2	$385k	+11%	5.7k	67.00	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$380k	NEW	6.2k	61.26	View chart
Morgan Stanley Com New (MS)	0.2	$379k	+59%	2.3k	164.54	View chart
TJX Companies (TJX)	0.2	$378k	-2%	2.4k	159.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$372k		13k	29.13	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$372k	-4%	3.4k	110.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$368k	-8%	9.6k	38.42	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$364k		7.5k	48.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$361k		7.9k	45.89	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$356k	+44%	3.2k	109.69	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.2	$354k		5.0k	70.36	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$336k	+11%	13k	25.10	View chart
Dell Technologies CL C (DELL)	0.2	$329k	-7%	2.0k	164.13	View chart
Oneok (OKE)	0.2	$327k	+11%	3.6k	90.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$326k		11k	29.08	View chart
Waste Management (WM)	0.2	$319k		1.4k	229.71	View chart
Kroger (KR)	0.2	$313k		4.3k	72.36	View chart
T. Rowe Price (TROW)	0.2	$310k	+24%	3.4k	90.14	View chart
Vanguard World Financials Etf (VFH)	0.2	$309k	+8%	2.6k	120.80	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$304k		2.9k	106.50	View chart
Caterpillar (CAT)	0.2	$303k	-4%	428.00	709.00	View chart
Sofi Technologies (SOFI)	0.2	$303k	+8%	19k	15.88	View chart
Diamondback Energy (FANG)	0.2	$302k	NEW	1.5k	197.82	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$298k	+4%	3.2k	94.59	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$288k	NEW	3.6k	80.05	View chart
Mp Materials Corp Com Cl A (MP)	0.2	$282k		5.8k	48.26	View chart
Lockheed Martin Corporation (LMT)	0.2	$281k		465.00	603.80	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$276k	NEW	1.1k	250.58	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.2	$272k		13k	21.15	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.2	$271k	+4%	14k	18.93	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$269k	+6%	749.00	359.23	View chart
Kinder Morgan (KMI)	0.2	$262k	NEW	7.8k	33.53	View chart
Abbvie (ABBV)	0.1	$250k		1.1k	217.51	View chart
Netflix (NFLX)	0.1	$241k	NEW	2.5k	96.15	View chart
Keurig Dr Pepper (KDP)	0.1	$240k	+2%	9.1k	26.33	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$238k	NEW	2.5k	94.25	View chart
Astrazeneca Ord (AZN)	0.1	$236k	NEW	1.2k	197.22	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$233k	NEW	4.2k	55.24	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$233k	+6%	4.9k	47.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$230k	-23%	4.7k	49.37	View chart
Vanguard World Industrial Etf (VIS)	0.1	$229k	+4%	734.00	312.33	View chart
Charles Schwab Corporation (SCHW)	0.1	$227k	-4%	2.4k	94.00	View chart
Oracle Corporation (ORCL)	0.1	$222k	+7%	1.5k	147.08	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$219k	+6%	1.2k	179.80	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$219k	+4%	4.7k	46.74	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$219k	+3%	7.3k	30.07	View chart
Ishares Tr Core 30/70 Conse (AOK)	0.1	$210k	NEW	5.3k	39.89	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$210k	+2%	2.4k	88.51	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$204k	NEW	3.0k	69.30	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$204k	NEW	4.5k	45.52	View chart
Whitestone REIT (WSR)	0.1	$188k		12k	16.15	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$165k	+3%	15k	10.88	View chart
Snap Cl A (SNAP)	0.1	$107k	-16%	23k	4.60	View chart
Nuveen Muni Value Fund (NUV)	0.1	$90k		10k	8.99	View chart

Past Filings by Coordinated Financial Services

SEC 13F filings are viewable for Coordinated Financial Services going back to 2024

Coordinated Financial Services 2026 Q1 filed May 4, 2026
Coordinated Financial Services 2025 Q4 filed Feb. 9, 2026
Coordinated Financial Services 2025 Q3 filed Oct. 31, 2025
Coordinated Financial Services 2025 Q2 filed July 24, 2025
Coordinated Financial Services 2024 Q4 filed Feb. 7, 2025

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