Coordinated Financial Services, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Billion distributed in 149 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 $18.2B, Spdr S&P 500 ETF Trust with a value of $5.68B, Vanguard Total Stock Market Et with a value of $4.04B, Spdr Gold Trust with a value of $2.99B, and Ishares Tr Msci Eafe ETF with a value of $2.96B.
Examining the 13F form we can see an increase of $16.2B in the current position value, from $128B to 144B.
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.