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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 72.08% of Koesten, Hirschmann & Crabtree's stock portfolio.
Added to shares of these 10 stocks: IEFA, AVEM, VB, LLY, NVDA, GRMN, AMD, DE, VGT, VV.
Started 5 new stock positions in GRMN, VGT, AMD, NVDA, DE.
Reduced shares in these 10 stocks: SCHV, FNDX, SCHM, VTEB, WMT, , SCHF, IVV, MSFT, IUSV.
Sold out of its positions in SPMD, VTEB, WMT.
Koesten, Hirschmann & Crabtree was a net buyer of stock by $637k.
Koesten, Hirschmann & Crabtree has $239M in assets under management (AUM), dropping by -0.34%.
Central Index Key (CIK): 0001963421

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Positions held by Koesten, Hirschmann & Crabtree consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Koesten, Hirschmann & Crabtree

Koesten, Hirschmann & Crabtree holds 54 positions in its portfolio as reported in the September 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	$52M		1.7M	31.47	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	18.2	$44M		124k	351.85	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	11.2	$27M		94k	284.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.8	$26M		942k	27.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	10.0	$24M		796k	30.00	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.0	$19M	+5%	198k	96.88	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.2	$5.2M	+17%	55k	94.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$4.7M		6.2k	765.89	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$4.4M		54k	81.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.8	$4.3M		32k	136.04	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$3.8M		117k	32.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.4	$3.5M		95k	36.45	View chart
Apple (AAPL)	1.2	$3.0M	+3%	8.9k	333.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$2.0M	-21%	58k	34.02	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.1M		15k	71.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$991k	+6%	14k	70.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$959k	-50%	29k	33.31	View chart
Eli Lilly & Co. (LLY)	0.4	$913k	+81%	789.00	1157.44	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.3	$691k		34k	20.06	View chart
Adtran Holdings (ADTN)	0.2	$580k		85k	6.83	View chart
Dell Technologies CL C (DELL)	0.2	$541k		1.0k	537.95	View chart
Microsoft Corporation (MSFT)	0.2	$532k	-7%	1.0k	513.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$515k		2.3k	228.28	View chart
Netflix (NFLX)	0.2	$512k		7.4k	69.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$502k		3.5k	142.26	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.2	$495k		21k	24.07	View chart
Costco Wholesale Corporation (COST)	0.2	$443k	+15%	487.00	909.73	View chart
UMB Financial Corporation (UMBF)	0.2	$440k		3.4k	130.01	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$438k	-7%	4.0k	110.28	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.2	$436k		19k	22.69	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	0.2	$431k		18k	24.63	View chart
Procter & Gamble Company (PG)	0.2	$425k		2.9k	145.28	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.2	$377k		16k	24.07	View chart
NVIDIA Corporation (NVDA)	0.1	$346k	NEW	1.5k	228.33	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$332k		2.1k	154.62	View chart
Tesla Motors (TSLA)	0.1	$328k		925.00	354.63	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$328k		13k	24.96	View chart
Ishares Tr Ibonds Dec 2036 (IBCB)	0.1	$318k	+7%	13k	23.63	View chart
Pepsi (PEP)	0.1	$315k	+18%	2.5k	126.71	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$296k		4.8k	61.58	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$274k		11k	24.48	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$260k	-7%	341.00	763.38	View chart
Jack Henry & Associates (JKHY)	0.1	$257k		1.8k	143.23	View chart
Micron Technology (MU)	0.1	$243k	+5%	228.00	1064.42	View chart
Broadcom (AVGO)	0.1	$241k	-2%	685.00	351.19	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.1	$231k		7.5k	30.61	View chart
Garmin SHS (GRMN)	0.1	$227k	NEW	792.00	286.84	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.1	$227k		607.00	374.24	View chart
Colgate-Palmolive Company (CL)	0.1	$227k		2.7k	85.32	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$220k		10k	21.14	View chart
Advanced Micro Devices (AMD)	0.1	$215k	NEW	351.00	612.19	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$206k		613.00	335.51	View chart
Deere & Company (DE)	0.1	$203k	NEW	302.00	671.53	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$202k	NEW	1.6k	125.67	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 Q3 filed Oct. 13, 2026
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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