Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Coordinated Financial Services, Inc.

•CIK: 2055532•Filing: Q4 2025

**Coordinated Financial Services, Inc.** manages $174M across a diversified portfolio of 182 positions. The strategy exhibits a significant allocation to core U.S. equity indices, highlighted by the top holding in IVV at $20.7M. Further concentration is visible in broad market ETFs such as SPY ($5.8M) and VTI ($4.3M). The fund maintains tactical exposure across international and sector-specific mandates, including GQ9 ($4.0M) and EFA ($3.4M).

Total AUM

$173.9M

QoQ Performance

+11.5%

Positions

90

Top 10 Concentration

30.7%

Latest Filing

Q4 2025

Top Holdings Allocation

IVV

IVV11.9%

SPY3.4%

VTI2.5%

GQ92.3%

EFA2.0%

VB1.9%

HELO1.8%

SCHD1.8%

📈 Biggest Buys

VANGUARD INTL EQUITY INDEX F

+438.6%

1.6% of portfolio

ISHARES TR

+5.4%

11.9% of portfolio

VANGUARD BD INDEX FDS

+84.9%

1.2% of portfolio

ISHARES TR

+80.3%

0.7% of portfolio

JOHNSON & JOHNSON

NEW

0.3% of portfolio

📉 Biggest Sells

J P MORGAN EXCHANGE TRADED F

-22.9%

0.7% of portfolio

VANGUARD STAR FDS

-6.4%

1.1% of portfolio

ISHARES TR

-11.2%

0.5% of portfolio

WALMART INC

-5.1%

1.0% of portfolio

SELECT SECTOR SPDR TR

-20.5%

0.2% of portfolio

Sector Breakdown

Other68.6%

ETF15.6%

Technology5.7%

Consumer3.3%

Financial3.0%

Industrial1.3%

Healthcare1.1%

Consumer Staples0.4%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCH TRD SLF IDX FD

SOLD

$740.1K

SELECT SECTOR SPDR TR

SOLD

$277.1K

VANGUARD INTL EQUITY INDEX F

SOLD

$255.2K

Changes from Q3 2025

NEW26 new positions

↑104 increased

↓47 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q4 2024

📌 Top Holdings

SPDR S&P 500 ETF TR

VANGUARD INDEX FDS

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.