Institutions / Coordinated Financial Services, Inc.
Coordinated Financial Services, Inc.
CIK 2055532 · Institution · as of Dec 31, 2025
Portfolio value
$173.88M
Positions
182
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 182 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $20.68M | 11.9% |
| SPDR S&P 500 ETF Tr | $5.84M | 3.4% |
| Vanguard Index Fds | $4.34M | 2.5% |
| SPDR Gold Tr | $3.96M | 2.3% |
| iShares Tr | $3.40M | 2.0% |
| Vanguard Index Fds | $3.23M | 1.9% |
| J P Morgan Exchange Traded F | $3.15M | 1.8% |
| Schwab Strategic Tr | $3.05M | 1.8% |
| J P Morgan Exchange Traded F | $2.93M | 1.7% |
| Vanguard Intl Equity Index F | $2.83M | 1.6% |
| iShares MSCI UAE ETF | $2.62M | 1.5% |
| iShares MSCI UAE ETF | $2.59M | 1.5% |
| NVIDIA Corp | $2.50M | 1.4% |
| Invesco Qqq Tr | $2.26M | 1.3% |
| Microsoft Corp | $2.19M | 1.3% |
| Vanguard Whitehall Fds | $2.19M | 1.3% |
| Vanguard Bd Index Fds | $2.16M | 1.2% |
| Vanguard Star Fds | $1.99M | 1.1% |
| Amazon.com Inc | $1.95M | 1.1% |
| Warren E. Buffett | $1.83M | 1.1% |
| iShares Tr | $1.82M | 1.0% |
| Walmart Inc. | $1.73M | 1.0% |
| Vanguard Index Fds | $1.56M | 0.9% |
| iShares MSCI UAE ETF | $1.53M | 0.9% |
| iShares Tr | $1.48M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.