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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, VB, SCHF, SCHX, and represent 72.01% of Koesten, Hirschmann & Crabtree's stock portfolio.
Added to shares of these 10 stocks: VB, AVEM, SCHV, VV, IEFA, SCHM, LLY, IBCA, IBDU, DELL.
Started 11 new stock positions in IBDU, VTHR, IBDV, IBCA, IBCB, VTI, LLY, DELL, MU, IBDT. SPMD.
Reduced shares in these 10 stocks: SCHF, SCHX, FNDX, IEMG, SCHE, IVV, IJR, VTEB, SPY, AAPL.
Koesten, Hirschmann & Crabtree was a net buyer of stock by $8.1M.
Koesten, Hirschmann & Crabtree has $240M in assets under management (AUM), dropping by 17.02%.
Central Index Key (CIK): 0001963421

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Portfolio Holdings for Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	21.9	$53M		1.7M	31.10	View chart
Vanguard Index Fds Large Cap Etf (VV)	17.7	$43M		124k	343.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	11.7	$28M	+5%	93k	303.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.9	$26M		948k	27.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.7	$23M		795k	29.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.5	$18M	+3%	187k	96.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.0	$4.7M		32k	148.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$4.7M		6.3k	748.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.9	$4.6M	+32%	47k	96.49	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$4.5M	-2%	54k	82.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.8	$4.2M		117k	36.13	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.4	$3.5M	-2%	95k	36.26	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.1	$2.7M	+26%	74k	36.87	View chart
Apple (AAPL)	1.0	$2.5M		8.6k	289.35	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$2.0M	+81%	59k	34.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.2M		16k	77.11	View chart
Adtran Holdings (ADTN)	0.5	$1.2M		85k	13.90	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$941k		13k	71.25	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$711k	+3%	34k	20.84	View chart
Netflix (NFLX)	0.2	$524k		7.3k	71.40	View chart
Eli Lilly & Co. (LLY)	0.2	$521k	NEW	434.00	1199.77	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.2	$518k	NEW	20k	25.61	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$512k		2.3k	227.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$485k		3.5k	137.53	View chart
UMB Financial Corporation (UMBF)	0.2	$484k		3.4k	142.76	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$473k		4.3k	110.15	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.2	$456k	+51%	18k	26.05	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$445k	NEW	19k	23.16	View chart
Dell Technologies CL C (DELL)	0.2	$434k	NEW	1.0k	431.46	View chart
Procter & Gamble Company (PG)	0.2	$429k		2.9k	146.64	View chart
Microsoft Corporation (MSFT)	0.2	$418k	+6%	1.1k	373.18	View chart
Costco Wholesale Corporation (COST)	0.2	$395k	+4%	422.00	934.75	View chart
Tesla Motors (TSLA)	0.2	$389k		925.00	420.39	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$388k	+81%	15k	25.19	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.2	$379k		2.1k	176.65	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$332k	NEW	13k	25.25	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$322k		4.9k	66.45	View chart
Ishares Tr Ibonds Dec 2036 (IBCB)	0.1	$316k	NEW	13k	25.16	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$300k	-14%	5.9k	50.58	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$289k	+37%	11k	25.75	View chart
Pepsi (PEP)	0.1	$284k	+11%	2.1k	135.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$275k	-9%	368.00	747.45	View chart
Broadcom (AVGO)	0.1	$266k	+3%	703.00	377.75	View chart
Micron Technology (MU)	0.1	$250k	NEW	216.00	1156.58	View chart
Jack Henry & Associates (JKHY)	0.1	$247k		1.8k	137.76	View chart
Colgate-Palmolive Company (CL)	0.1	$244k		2.7k	91.68	View chart
Wal-Mart Stores (WMT)	0.1	$241k	+8%	2.1k	113.26	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$229k		7.5k	30.46	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$226k	NEW	10k	21.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$225k	NEW	607.00	370.04	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$203k	NEW	611.00	331.65	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$201k	NEW	3.0k	67.56	View chart

Past Filings by Koesten, Hirschmann & Crabtree

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

Koesten, Hirschmann & Crabtree 2026 Q2 filed July 20, 2026
Koesten, Hirschmann & Crabtree 2026 Q1 filed April 15, 2026
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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