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Coordinated Financial Services, Inc. — 13F Holdings & Portfolio

CIK 2055532 · latest 13F-HR filed 2026-05-04

Backtest portfolio

Coordinated Financial Services, Inc. manages $174.3M in 13F-reported U.S. long-equity assets across 176 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IVV (11.44%), SPY (3.15%), GLD (2.33%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 14 new positions and exited 21; 43 existing positions rose in reported value and 49 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$174.3M

Long-equity book

Holdings
176

Distinct positions

Period
2026-03-31

Filed 2026-05-04

Q/Q Activity
+14 / −21 / ↑43 / ↓49

vs 2025-12-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q1 26
IVV11.5% · +1%SPY3.2% · -1%GLD2.3% · -6%VTI2.3% · -4%VT2.1% · +30%EFA2.0% · +2%SCHD1.9% · -2%VB1.9% · +1%JCPB1.7% · +2%HELO1.7% · -3%BSV1.7% · +35%LQD1.6% · +5%GOVT1.5% · +2%NVDA1.3% · -2%VYM1.3% · -1%VXUS1.2% · +4%QQQ1.1% · -8%MBB1.1% · +2%WMT1.0% · -6%AMZN1.0% · +2%BRK.B1.0% · -1%IGSB0.9% · +6%VO0.9% · +1%MSFT0.9% · -8%SCHZ0.9% · +12%DVY0.8% · +19%VBR0.8% · +1%IEFA0.8% · -3%DDFJ0.8% · newJEPQ0.8% · +34%IJR0.8% · +10%BND0.8% · +10%IWM0.8% · -7%IEMG0.8% · +4%COST0.8% · -1%PFF0.7% · +4%BACPL0.7% · +0%RSP0.7% · -3%V0.7% · +0%AVGO0.7% · -3%META0.7% · -1%SCHO0.7% · +11%VCIT0.6% · -1%IUSG0.6% · -2%BSCU0.6% · -3%SCHF0.6% · +3%VNQ0.6% · -19%BSCR0.6% · +2%SPIB0.6% · +2%JEPI0.6% · -19%AAPL0.5% · -2%GDX0.5% · -25%SCHJ0.5% · +13%VONV0.5% · +38%ITOT0.5% · -39%BSCS0.5% · +0%HD0.5% · -0%QUAL0.5% · +1%VBK0.5% · +2%SPYV0.5% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q4 25 → Q1 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 30.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Assets Under Management
$427.3M
Discretionary
$422.1M
Employees
4
Accounts
797
Address
4643 S. ULSTER ST., SUITE 960
DENVER, CO 80237
Phone
(303) 770-5401
Website
Name Title / Status Ownership Type
HURT, KYLE, JOHN ControlPRINCIPAL/ADVISOR
since Mar 2011
25–50%Individual
OBERT, MATTHEW, MICHAEL ControlPRINCIPAL
since Jan 2023
25–50%Individual
ROGERS, SHAWN, ANTHONY ControlPRINCIPAL AND CHIEF COMPLIANCE OFFICER
since May 2008
10–25%Individual
Ownership & leadership changes · 1 filing with changes since May 7, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 18, 2023 filing
  • AddedOBERT, MATTHEW, MICHAEL · PRINCIPAL · 25–50% · control person
  • ChangedHURT, KYLE, JOHN · title PRESIDENT/ADVISOR → PRINCIPAL/ADVISOR
  • ChangedROGERS, SHAWN, ANTHONY · title PRESIDENT/CCO → PRINCIPAL AND CHIEF COMPLIANCE OFFICER; ownership 75% or more → 10–25%
May 7, 2021 filing (earliest on record)
  • ListedHURT, KYLE, JOHN · PRESIDENT/ADVISOR · 25–50% · control person
  • ListedROGERS, SHAWN, ANTHONY · PRESIDENT/CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 43 →

Top Trims

Show all 49 →

New Positions

Show all 14 →

Exited Positions

Show all 21 →

Coordinated Financial Services, Inc. Holdings (2026-03-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $19.9M 11.44% 30,527 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.5M 3.15% 8,431 SH
3 SPDR GOLD TR GLD 78463V107 $4.1M 2.33% 9,438 SH
4 VANGUARD INDEX FDS VTI 922908769 $4.0M 2.29% 12,467 SH
5 VANGUARD INTL EQUITY INDEX F VT 922042742 $3.6M 2.07% 26,060 SH
6 ISHARES TR EFA 464287465 $3.5M 2.01% 36,021 SH
7 SCHWAB STRATEGIC TR SCHD 808524797 $3.3M 1.92% 109,054 SH
8 VANGUARD INDEX FDS VB 922908751 $3.3M 1.91% 12,684 SH
9 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $3.0M 1.72% 63,506 SH
10 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $2.9M 1.68% 45,893 SH
11 VANGUARD BD INDEX FDS BSV 921937827 $2.9M 1.66% 36,997 SH
12 ISHARES TR LQD 464287242 $2.7M 1.56% 24,979 SH
13 ISHARES TR GOVT 46429B267 $2.6M 1.51% 114,631 SH
14 NVIDIA CORPORATION NVDA 67066G104 $2.3M 1.31% 13,116 SH
15 VANGUARD WHITEHALL FDS VYM 921946406 $2.2M 1.29% 15,182 SH
16 VANGUARD STAR FDS VXUS 921909768 $2.1M 1.22% 27,627 SH
17 INVESCO QQQ TR QQQ 46090E103 $2.0M 1.12% 3,390 SH
18 ISHARES TR MBB 464288588 $1.8M 1.06% 19,458 SH
19 WALMART INC WMT 931142103 $1.8M 1.04% 14,623 SH
20 AMAZON COM INC AMZN 023135106 $1.8M 1.03% 8,625 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.7M 0.99% 3,598 SH
22 ISHARES TR IGSB 464288646 $1.6M 0.90% 29,742 SH
23 VANGUARD INDEX FDS VO 922908629 $1.6M 0.89% 5,412 SH
24 MICROSOFT CORP MSFT 594918104 $1.5M 0.89% 4,174 SH
25 SCHWAB STRATEGIC TR SCHZ 808524839 $1.5M 0.89% 66,485 SH
26 ISHARES TR DVY 464287168 $1.5M 0.84% 9,694 SH
27 VANGUARD INDEX FDS VBR 922908611 $1.5M 0.84% 6,709 SH
28 ISHARES TR IEFA 46432F842 $1.5M 0.83% 16,036 SH
29 INNOVATOR ETFS TRUST DDFJ 45784N544 $1.4M 0.83% 76,750 SH
30 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.4M 0.83% 25,931 SH
31 ISHARES TR IJR 464287804 $1.4M 0.81% 11,367 SH
32 VANGUARD BD INDEX FDS BND 921937835 $1.4M 0.78% 18,350 SH
33 ISHARES TR IWM 464287655 $1.3M 0.77% 5,379 SH
34 ISHARES INC IEMG 46434G103 $1.3M 0.76% 18,959 SH
35 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.3M 0.76% 1,326 SH
36 ISHARES TR PFF 464288687 $1.3M 0.74% 42,769 SH
37 BANK AMERICA CORP BACPL 060505682 $1.3M 0.72% 1,051 SH
38 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $1.2M 0.71% 6,471 SH
39 VISA INC V 92826C839 $1.2M 0.70% 4,054 SH
40 BROADCOM INC AVGO 11135F101 $1.2M 0.68% 3,829 SH
41 META PLATFORMS INC META 30303M102 $1.2M 0.67% 2,028 SH
42 SCHWAB STRATEGIC TR SCHO 808524862 $1.2M 0.66% 47,559 SH
43 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $1.1M 0.62% 13,078 SH
44 ISHARES TR IUSG 464287671 $1.1M 0.61% 6,830 SH
45 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $1.0M 0.60% 62,253 SH
46 SCHWAB STRATEGIC TR SCHF 808524805 $1.0M 0.59% 41,819 SH
47 VANGUARD INDEX FDS VNQ 922908553 $1.0M 0.59% 11,666 SH
48 VANGUARD INTL EQUITY INDEX F Put — 922042952 $1.0M 0.59% 7,400 SH
49 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $1.0M 0.58% 51,453 SH
50 SPDR SERIES TRUST SPIB 78464A375 $1.0M 0.58% 29,993 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-04 $174.3M 176 0001986152-26-000055
2025-12-31 2026-02-09 $173.9M 201 0001986152-26-000017