StockDriftsStockDriftsTop 50 Coordinated Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.51% | 30.5K | $19.9M | +1.11%(+334) | $588.46(+26.73%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.16% | 8.4K | $5.5M | -1.18%(-101) | $579.92(+28.00%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.34% | 9.4K | $4.1M | -5.63%(-563) | $245.00(+75.71%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.31% | 12.5K | $4.0M | -3.78%(-490) | $286.57(+27.27%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 2.08% | 26.1K | $3.6M | +29.78%(+5.98K) | $132.08(+17.66%) | 2026-03-31 | |
| EFA | ISHARES TR | 2.02% | 36.0K | $3.5M | +1.70%(+603) | $81.60(+27.24%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 1.93% | 109.1K | $3.3M | -1.93%(-2.15K) | $27.71(+14.57%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.92% | 12.7K | $3.3M | +1.32%(+165) | $239.16(+19.45%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 1.73% | 63.5K | $3.0M | +2.51%(+1.55K) | $47.10(-0.71%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 1.69% | 45.9K | $2.9M | -3.24%(-1.54K) | $61.85(+9.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.36% |
Coordinated Financial Services, Inc. reports $173.31M in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.5%), SPY (3.2%) and GLD (2.3%). The top 20 holdings account for 43.59% of reported assets. Its disclosed equity book has returned +6.11% cumulatively over 4 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Coordinated Financial Services, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055532). View Coordinated Financial Services, Inc.’s 13F filings on SEC