Coordinated Financial Services, Inc. Portfolio Holdings

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025

Coordinated Financial Services, Inc. has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $156 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $19.2B, Spdr S&P 500 ETF Trust with a value of $5.76B, Vanguard Total Stock Market Et with a value of $4.29B, Spdr Gold Trust with a value of $3.56B, and Ishares Tr Msci Eafe ETF with a value of $3.15B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $144B to 156B.

Coordinated Financial Services, Inc. is based out at Denver, CO

Below you can find more details about Coordinated Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $156 Billion
ETFs: $117 Billion
Financial Services: $7.33 Billion
Technology: $7.24 Billion
Consumer Defensive: $3.18 Billion
Consumer Cyclical: $3.14 Billion
Communication Services: $3.01 Billion
Industrials: $2.03 Billion
Healthcare: $1.63 Billion
Other: $2.12 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.2 Billion 12.3% of portfolio
28,653
Q3 2025 Reduced 2.45%
$0
$5.76 Billion 3.69% of portfolio
8,641
Q3 2025 Reduced 6.0%
$0
$4.29 Billion 2.75% of portfolio
13,073
Q3 2025 Reduced 1.54%
$130B
$3.56 Billion 2.28% of portfolio
10,021
Q3 2025 Added 2.04%
$0
$3.15 Billion 2.02% of portfolio
33,768
Q3 2025 Added 1.89%
$0
$3.11 Billion 2.0% of portfolio
12,244
Q3 2025 Added 0.57%
$0
$2.83 Billion 1.82% of portfolio
103,806
Q3 2025 Reduced 0.17%
J P Morgan Exchange Traded F
-
$2.68 Billion 1.72% of portfolio
-
Q3 2025 Added 0.05%
$0
$2.68 Billion 1.72% of portfolio
115,934
Q3 2025 Added 5.75%
$0
$2.65 Billion 1.7% of portfolio
55,628
Q3 2025 Added 2.63%
$465B
$2.46 Billion 1.58% of portfolio
13,166
Q3 2025 Added 4.85%
$0
$2.25 Billion 1.44% of portfolio
20,181
Q3 2025 Added 10.54%
$0
$2.19 Billion 1.41% of portfolio
15,558
Q3 2025 Added 0.35%
$3.78T
$2.17 Billion 1.39% of portfolio
4,193
Q3 2025 Added 0.41%
$0
$2.14 Billion 1.37% of portfolio
3,559
Q2 2025 Reduced 21.78%
$0
$2.07 Billion 1.33% of portfolio
28,219
Q3 2025 Added 1.39%
$662B
$1.86 Billion 1.19% of portfolio
3,698
Q3 2025 Added 0.98%
$2.39T
$1.73 Billion 1.11% of portfolio
7,892
Q3 2025 Reduced 1.31%
$279B
$1.69 Billion 1.08% of portfolio
16,377
Q3 2025 Added 0.14%
$0
$1.55 Billion 1.0% of portfolio
10,659
Q3 2025 Added 0.01%
$0
$1.55 Billion 0.99% of portfolio
27,153
Q3 2025 Reduced 1.61%
$0
$1.45 Billion 0.93% of portfolio
4,927
Q3 2025 Reduced 2.28%
$0
$1.44 Billion 0.93% of portfolio
27,216
Q3 2025 Added 0.8%
$533B
$1.41 Billion 0.9% of portfolio
4,116
Q3 2025 Reduced 2.67%
$0
$1.37 Billion 0.88% of portfolio
5,667
Q3 2025 Added 0.66%
$0
$1.34 Billion 0.86% of portfolio
6,427
Q3 2025 Added 4.44%
Bank America Corp
-
$1.32 Billion 0.85% of portfolio
-
Q3 2025 Reduced 0.19%
$0
$1.32 Billion 0.85% of portfolio
56,157
Q3 2025 Reduced 3.32%
$0
$1.31 Billion 0.84% of portfolio
14,381
Q3 2025 Added 0.69%
$1.37T
$1.28 Billion 0.82% of portfolio
1,745
Q3 2025 Reduced 0.34%
$0
$1.28 Billion 0.82% of portfolio
14,674
Q3 2025 Reduced 4.92%
$139B
$1.25 Billion 0.8% of portfolio
3,798
Q3 2025 Reduced 0.45%
$0
$1.2 Billion 0.77% of portfolio
7,307
Q3 2025 Reduced 9.97%
$404B
$1.17 Billion 0.75% of portfolio
1,268
Q3 2025 Added 0.08%
$0
$1.17 Billion 0.75% of portfolio
14,839
Q3 2025 Added 10.06%
$0
$1.17 Billion 0.75% of portfolio
9,858
Q3 2025 Added 2.53%
$0
$1.16 Billion 0.74% of portfolio
6,108
Q3 2025 Reduced 2.72%
$0
$1.09 Billion 0.7% of portfolio
12,938
Q3 2025 Reduced 3.48%
$367B
$1.07 Billion 0.69% of portfolio
2,639
Q3 2025 Added 0.57%
$0
$1.08 Billion 0.69% of portfolio
16,319
Q3 2025 Reduced 1.1%
$0
$1.07 Billion 0.68% of portfolio
13,958
Q3 2025 Reduced 33.8%
$0
$1.03 Billion 0.66% of portfolio
61,090
Q3 2025 Added 6.06%
$0
$1.02 Billion 0.65% of portfolio
30,108
Q3 2025 Added 2.44%
$0
$998 Million 0.64% of portfolio
13,422
Q3 2025 Reduced 4.16%
$0
$988 Million 0.63% of portfolio
50,129
Q3 2025 Reduced 4.35%
$0
$964 Million 0.62% of portfolio
4,954
Q3 2025 Reduced 7.56%
$0
$950 Million 0.61% of portfolio
10,350
Q3 2025 Reduced 9.98%
$98.1B
$938 Million 0.6% of portfolio
5,488
Q3 2025 Reduced 4.16%
$0
$904 Million 0.58% of portfolio
38,838
Q3 2025 Reduced 3.0%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $156 Billion
  • Prior Value $144 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
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