Coordinated Financial Services, Inc.

CIK

2055532

Location

DENVER, CO

Portfolio Value

Small $169,858,496

Diversification

Diversified

Filing Date

Global Rank

#6,621 / 8,827 ▲ 66 · as of Mar 2026

Top Industry

Semiconductors 10.4%

Period ended 7 months ago

Filed May 4, 2026 · 6mo

5 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.9% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Medium horizon

Value-weighted holding period 5.5 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 74.1%; sector active share 67.3% against the combined 13F book's sector weights.

Over time 5 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

173 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.5%

−0.8 pts

Top 5

51.9%

−0.8 pts

Top 10

64.9%

−0.1 pts

HHI

1,068

Diversified−44

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.4%	$136,585,444	116
Financial Services	4.1%	$7,016,830	14
Technology	3.8%	$6,518,504	6
Consumer Defensive	2.7%	$4,601,854	6
Industrials	1.9%	$3,187,287	8
Communication Services	1.8%	$3,141,232	6
Consumer Cyclical	1.8%	$3,030,936	3
Healthcare	1.5%	$2,566,819	6
Energy	1.3%	$2,273,849	5
Real Estate	0.4%	$653,662	2
Basic Materials	0.2%	$282,079	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TLTW	iShares 20+ Year Treasury Bond BuyWrite Strategy ETF	+15,435	30,025	$679,165
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+9,563	36,997	$2,900,934
SCHZ	Schwab U.S. Aggregate Bond ETF	+6,847	66,485	$1,543,781
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+6,553	25,931	$1,439,689
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+5,980	26,060	$3,604,619
SCHO	Schwab Short-Term U.S. Treasury ETF	+4,802	47,559	$1,154,256
SCHJ	Schwab 1-5 Year Corporate Bond ETF	+4,273	36,893	$912,179
VONV	VANGUARD RUSSELL 1000 VALUE INDEX FUND	+2,643	9,603	$900,185
GOVT	iShares U.S. Treasury Bond ETF	+2,091	114,631	$2,626,196
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,747	18,350	$1,351,294
PFF	iShares Preferred and Income Securities ETF	+1,703	42,769	$1,296,756
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+1,691	29,742	$1,563,239
JCPB	JPMorgan Core Plus Bond ETF	+1,552	63,506	$2,989,862
DVY	iShares Select Dividend ETF	+1,525	9,694	$1,467,768
SOFI	SoFi Technologies, Inc.	+1,500	19,100	$303,308
SCHB	Schwab U.S. Broad Market ETF	+1,337	13,375	$335,712
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	+1,239	24,979	$2,722,461
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	+1,203	51,453	$1,009,765
VXUS	Vanguard Total International Stock ETF	+1,202	27,627	$2,130,317
SCHF	Schwab International Equity ETF	+1,162	41,819	$1,035,020
IJR	iShares Core S&P Small-Cap ETF	+1,047	11,367	$1,413,031
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+1,019	10,513	$525,124
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+1,004	3,244	$355,834
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+1,000	16,929	$772,808
SMOT	VanEck Morningstar SMID Moat ETF	+984	23,102	$812,959
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−6,500	13,000	$657,930
SNAP	Snap Inc	−4,700	23,150	$106,490
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−4,054	6,258	$891,326
—		−4,049	6,098	$558,820
JEPI	JPMorgan Equity Premium Income ETF	−3,889	17,052	$966,507
GDX	VanEck Gold Miners ETF	−3,275	10,045	$921,829
IJH	iShares Core S&P Mid-Cap ETF	−2,762	10,121	$683,471
VNQ	VANGUARD REAL ESTATE INDEX FUND	−2,752	11,666	$1,034,774
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−2,534	41,534	$811,159
SCHD	Schwab U.S. Dividend Equity ETF	−2,151	109,054	$3,345,776
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−1,923	4,683	$458,512
BSCV		−1,852	42,592	$701,064
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	−1,818	62,253	$1,040,807
SLV	iShares Silver Trust	−1,560	6,990	$476,298
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	−1,537	45,893	$2,933,021
XLF	State Street Corp	−1,468	4,655	$229,817
VEA	Vanguard FTSE Developed Markets ETF	−1,367	7,281	$466,566
WMT	Walmart Inc.	−915	14,623	$1,817,346
IBIT	iShares Bitcoin Trust ETF	−870	9,585	$368,255
BX	Blackstone Inc.	−670	5,454	$627,155
GLD	Spdr Gold Trust	−563	9,438	$4,061,077
IEFA	iShares Core MSCI EAFE ETF	−559	16,036	$1,451,739
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−490	12,467	$3,999,538
JNJ	Johnson & Johnson	−400	2,328	$569,056
IWM	iShares Russell 2000 ETF	−382	5,379	$1,333,992
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
DDFJ		76,750	$1,439,830
BALT		24,159	$808,480
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	6,209	$380,363
FANG	Diamondback Energy, Inc.	1,528	$302,223
IGV	iShares Expanded Tech-Software Sector ETF	3,600	$288,180
VRT	Vertiv Holdings Co	1,100	$275,638
KMI	Kinder Morgan, Inc.	7,820	$262,204
NFLX	Netflix Inc	2,510	$241,336
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	2,521	$237,579
AZN	Astrazeneca PLC	1,197	$236,072
FDVV	Fidelity High Dividend ETF	4,220	$233,112
—		5,260	$209,821
HOOD	Robinhood Markets, Inc.	2,950	$204,435
—		4,478	$203,838
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
DSI	iShares ESG MSCI KLD 400 ETF	3,994	$514,547
OEF	iShares S&P 100 ETF	1,049	$359,775
DVN	Devon Energy Corp	8,759	$320,842
APO	Apollo Global Management, Inc.	2,153	$311,668
—		10,145	$267,006
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	1,596	$247,571
UNH	Unitedhealth Group Inc	711	$234,708
DYNF	iShares U.S. Equity Factor Rotation Active ETF	3,799	$231,017
—		2,795	$214,991
FCX	Freeport-Mcmoran Inc	4,009	$203,617
AKRE	Professionally Managed Portfolios	3,092	$202,556
VIG	Vanguard Specialized Funds	915	$201,098
IVW	iShares S&P 500 Growth ETF	1,624	$200,174
SAN	Banco Santander, S.A.	12,400	$145,452
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

173 tracked positions · $169,858,496 total · filing declares 176 positions · $173,310,005 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 173 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	30,527	+334	$19,940,541	−3.6%	6	before history	11.74%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,431	-101	$5,483,016	−5.8%	6	before history	3.23%
GLD	Spdr Gold Trust	Reduced	9,438	-563	$4,061,077	+2.5%	6	before history	2.39%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	12,467	-490	$3,999,538	−7.9%	6	before history	2.35%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	26,060	+5,980	$3,604,619	+27.3%	3	$139.72	2.12%
EFA	iShares MSCI EAFE ETF	Added	36,021	+603	$3,498,719	+2.9%	6	before history	2.06%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	109,054	-2,151	$3,345,776	+9.7%	6	before history	1.97%
VB	Vanguard Index Funds	Added	12,684	+165	$3,322,193	+2.9%	6	before history	1.96%
JCPB	JPMorgan Core Plus Bond ETF	Added	63,506	+1,552	$2,989,862	+1.9%	6	before history	1.76%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Reduced	45,893	-1,537	$2,933,021	−6.9%	6	before history	1.73%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	36,997	+9,563	$2,900,934	+34.2%	6	before history	1.71%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	Added	24,979	+1,239	$2,722,461	+4.1%	6	before history	1.60%
GOVT	iShares U.S. Treasury Bond ETF	Added	114,631	+2,091	$2,626,196	+1.3%	6	before history	1.55%
NVDA	Nvidia Corp Technology	Reduced	13,116	-257	$2,287,430	−8.3%	6	before history	1.35%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	15,182	-106	$2,248,454	+2.5%	6	before history	1.32%
VXUS	Vanguard Total International Stock ETF	Added	27,627	+1,202	$2,130,317	+6.9%	6	before history	1.25%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,390	-278	$1,956,640	−13.2%	6	before history	1.15%
MBB	iShares MBS ETF	Added	19,458	+334	$1,847,537	+1.5%	6	before history	1.09%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,623	-915	$1,817,346	+5.0%	6	before history	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Added	8,625	+161	$1,796,328	−8.1%	6	before history	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,598	-35	$1,724,161	−5.6%	6	before history	1.02%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	29,742	+1,691	$1,563,239	+5.4%	6	before history	0.92%
VO	VANGUARD MID-CAP INDEX FUND	Added	5,412	+46	$1,554,218	−0.2%	6	before history	0.92%
MSFT	Microsoft Corp Technology	Reduced	4,174	-365	$1,545,089	−29.6%	6	before history	0.91%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	66,485	+6,847	$1,543,781	+10.8%	6	before history	0.91%
DVY	iShares Select Dividend ETF	Added	9,694	+1,525	$1,467,768	+27.3%	3	unpriced	0.86%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	6,709	+90	$1,457,530	+4.0%	6	before history	0.86%
IEFA	iShares Core MSCI EAFE ETF	Reduced	16,036	-559	$1,451,739	−2.2%	6	before history	0.85%
DDFJ		NEW	76,750	NEW	$1,439,830	NEW	1	$19.02	0.85%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	25,931	+6,553	$1,439,689	+27.8%	6	before history	0.85%
IJR	iShares Core S&P Small-Cap ETF	Added	11,367	+1,047	$1,413,031	+13.9%	6	before history	0.83%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	18,350	+1,747	$1,351,294	+9.9%	6	before history	0.80%
IWM	iShares Russell 2000 ETF	Reduced	5,379	-382	$1,333,992	−5.9%	6	before history	0.79%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,326	-14	$1,321,266	+14.3%	6	before history	0.78%
PFF	iShares Preferred and Income Securities ETF	Added	42,769	+1,703	$1,296,756	+2.0%	6	before history	0.76%
RSP	Victory Portfolios II	Reduced	6,471	-197	$1,241,914	−2.8%	6	before history	0.73%
V	Visa Inc. Financial Services	Added	4,054	+6	$1,225,280	−13.7%	6	before history	0.72%
AVGO	Broadcom Inc. Technology	Reduced	3,829	-103	$1,185,113	−12.9%	6	before history	0.70%
META	Meta Platforms, Inc. Communication Services	Reduced	2,028	-22	$1,160,279	−14.3%	6	before history	0.68%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	47,559	+4,802	$1,154,256	+10.8%	6	before history	0.68%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Reduced	13,078	-162	$1,082,204	−2.4%	6	before history	0.64%
IUSG	iShares Core S&P U.S. Growth ETF	Reduced	6,830	-132	$1,059,401	−9.4%	6	before history	0.62%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Reduced	62,253	-1,818	$1,040,807	−4.0%	6	before history	0.61%
SCHF	Schwab International Equity ETF	Added	41,819	+1,162	$1,035,020	+5.9%	6	before history	0.61%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	11,666	-2,752	$1,034,774	−18.9%	6	before history	0.61%
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	Added	51,453	+1,203	$1,009,765	+1.8%	6	before history	0.59%
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	Added	29,993	+463	$1,005,965	+0.8%	6	before history	0.59%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	17,052	-3,889	$966,507	−19.4%	6	before history	0.57%
AAPL	Apple Inc. Technology	Reduced	3,745	-80	$950,443	−8.6%	6	before history	0.56%
GDX	VanEck Gold Miners ETF	Reduced	10,045	-3,275	$921,829	−19.3%	6	before history	0.54%

Showing the top 50 of 173 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.