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Koesten, Hirschmann & Crabtree

Latest statistics and disclosures from Koesten, Hirschmann & Crabtree's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDX, VV, SCHF, VB, SCHX, and represent 74.14% of Koesten, Hirschmann & Crabtree's stock portfolio.
Added to shares of these 10 stocks: AVEM, NFLX, IEFA, IBDY, IBDZ, MSFT, COST, PG, PEP, WMT.
Started 1 new stock position in IBDY.
Reduced shares in these 10 stocks: FNDX, SCHX, VV, SCHF, IVV, SCHV, IJH, VB, SCHA, IBTO.
Sold out of its positions in T, ARKK, ARKQ, ABBV, ADAPY, AMD, ALHC, FRDM, GOOG, GOOGL.
Koesten, Hirschmann & Crabtree was a net seller of stock by $-10M.
Koesten, Hirschmann & Crabtree has $203M in assets under management (AUM), dropping by -2.98%.
Central Index Key (CIK): 0001963421

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Portfolio Holdings for Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	23.0	$47M	-6%	1.7M	27.21	View chart
Vanguard Index Fds Large Cap Etf (VV)	18.3	$37M	-2%	118k	314.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	11.4	$23M		966k	24.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	10.7	$22M		85k	257.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	10.7	$22M	-6%	808k	26.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.7	$16M		174k	89.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.1	$4.4M	-7%	6.4k	684.96	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$3.9M	-4%	58k	67.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$3.9M		32k	120.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.7	$3.4M	-6%	119k	28.48	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.6	$3.2M		97k	32.75	View chart
Apple (AAPL)	1.2	$2.5M		9.1k	271.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$2.1M	+19590%	27k	77.02	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$1.8M		58k	30.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.0M	-19%	16k	66.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$967k	-24%	33k	29.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$828k	-3%	13k	62.47	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$693k		33k	21.15	View chart
Netflix (NFLX)	0.3	$665k	+900%	7.1k	93.76	View chart
Adtran Holdings (ADTN)	0.3	$612k		70k	8.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$494k		4.0k	123.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$478k		2.3k	212.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$471k		4.6k	102.54	View chart
Microsoft Corporation (MSFT)	0.2	$424k	+86%	876.00	483.46	View chart
Tesla Motors (TSLA)	0.2	$422k		939.00	449.50	View chart
Costco Wholesale Corporation (COST)	0.2	$411k	+45%	477.00	861.75	View chart
Procter & Gamble Company (PG)	0.2	$411k	+39%	2.9k	143.31	View chart
UMB Financial Corporation (UMBF)	0.2	$390k		3.4k	115.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$350k		7.0k	50.29	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$336k		2.1k	156.63	View chart
Jack Henry & Associates (JKHY)	0.2	$326k		1.8k	182.44	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.1	$291k	+234%	11k	26.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$279k		408.00	682.48	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$276k		4.9k	56.96	View chart
Pepsi (PEP)	0.1	$269k	+59%	1.9k	143.52	View chart
Broadcom (AVGO)	0.1	$235k		680.00	346.10	View chart
Wal-Mart Stores (WMT)	0.1	$218k	+11%	2.0k	111.41	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$217k		8.5k	25.53	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$213k	NEW	8.1k	26.14	View chart
Colgate-Palmolive Company (CL)	0.1	$210k		2.7k	79.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$204k		607.00	335.27	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$200k		7.5k	26.57	View chart

Past Filings by Koesten, Hirschmann & Crabtree

SEC 13F filings are viewable for Koesten, Hirschmann & Crabtree going back to 2022

Koesten, Hirschmann & Crabtree 2025 Q4 filed Feb. 9, 2026
Koesten, Hirschmann & Crabtree 2025 Q3 filed Nov. 5, 2025
Koesten, Hirschmann & Crabtree 2025 Q2 filed Aug. 15, 2025
Koesten, Hirschmann & Crabtree 2025 Q1 filed April 23, 2025
Koesten, Hirschmann & Crabtree 2024 Q4 filed Feb. 14, 2025
Koesten, Hirschmann & Crabtree 2024 Q3 filed Nov. 4, 2024
Koesten, Hirschmann & Crabtree 2024 Q2 filed Sept. 9, 2024
Koesten, Hirschmann & Crabtree 2024 Q1 filed May 22, 2024
Koesten, Hirschmann & Crabtree 2023 Q4 filed Feb. 14, 2024
Koesten, Hirschmann & Crabtree 2023 Q3 filed Nov. 9, 2023
Koesten, Hirschmann & Crabtree 2023 Q2 filed July 26, 2023
Koesten, Hirschmann & Crabtree 2023 Q1 filed May 12, 2023
Koesten, Hirschmann & Crabtree 2022 Q4 filed Feb. 10, 2023

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