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Coordinated Financial Services - Q1 2026 13F Filings

CO

Coordinated Financial Services, Inc.

CIK: 0002055532
Address: Colorado Denver 4643 S. Ulster Street Suite 960
$174.29 M
Portfolio Value
176
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/01/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. Innovator Etfs Trust
+$1.44 M
2. VT Vanguard Total World Stock Etf
+$827,142.54
3. BALT Innovator Defined Wealth Shield Etf
+$808,481
4. BSV Vanguard Short-Term Bond Etf
+$749,836.18
5. XLE Energy Select Sector Spdr Fund
+$380,369

Top Sells

Q1 2026
1. ITOT Ishares Core S&P Total Us Stock Market Etf
−$577,429.4
2. DSI Ishares Esg Msci Kld 400 Etf
−$514,547
3. BIL Spdr Bloomberg 1-3 Month T-Bill Etf
−$371,044.57
4. OEF Ishares S&P 100 Etf
−$359,776
5. JPST Jpmorgan Ultra-Short Income Etf
−$328,965

Asset Allocation

Stocks/ETFs
-0.27%
$171.18 M 98.22%
Options
+100.00%
$1.02 M 0.59%
Debt
-4.05%
$2.08 M 1.20%
Other
$0 0.00%

Sector Allocation (Stocks)

Coordinated Financial Services Q1 2026 Filing Summary

Coordinated Financial Services, Inc. filed its 13F report for Q1 2026 on May 01, 2026. The portfolio totaled 174.29 M reflecting a +0.24% change from the prior quarter, spanning 176 assets. The top 10 holdings comprised 31.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 13 new positions and 14 complete exits.

Report Type

Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Coordinated Financial Services’s Q1 2026 Filing

Coordinated Financial Services submitted their Form 13F-HR for the Q1 2026 period on 05/01/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Coordinated Financial Services reported a managed portfolio value of 173.31 M, consisting of 176 individual positions.

This page displays the raw filing documents. To see which stocks Coordinated Financial Services bought or sold during Q1 2026, please visit Coordinated Financial Services's Portfolio Analysis page.