Coordinated Financial Services, Inc.

DENVER, CO · CIK 2055532 · 13F filing filed 2026-05-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyDenver, CO

$173.3m reported value -0.3% vs Q4 2025

175positions

30.7%in top 10

14 new 89 added 59 reduced 17 sold out vs Q4 2025

Options: 0 call positions (— notional), 1 put positions ($1.0m notional) – listed below, not included above.

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	30,527	$19.9m11.51%	11.51%	Added +334	+334 1.1%
2	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,431	$5.5m3.16%	3.16%	Reduced -101	-101 -1.2%
3	SPDR GOLD TR GOLD SHS GLD	GLD	9,438	$4.1m2.34%	2.34%	Reduced -563	-563 -5.6%
4	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	12,467	$4.0m2.31%	2.31%	Reduced -490	-490 -3.8%
5	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	26,060	$3.6m2.08%	2.08%	Added +6.0k	+5,980 29.8%
6	ISHARES TR MSCI EAFE ETF EFA	EFA	36,021	$3.5m2.02%	2.02%	Added +603	+603 1.7%
7	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	109,054	$3.3m1.93%	1.93%	Reduced -2.2k	-2,151 -1.9%
8	VANGUARD INDEX FDS SMALL CP ETF VB	VB	12,684	$3.3m1.92%	1.92%	Added +165	+165 1.3%
9	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	63,506	$3.0m1.73%	1.73%	Added +1.6k	+1,552 2.5%
10	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	45,893	$2.9m1.69%	1.69%	Reduced -1.5k	-1,537 -3.2%
11	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	36,997	$2.9m1.67%	1.67%	Added +9.6k	+9,563 34.9%
12	ISHARES TR IBOXX INV CP ETF LQD	LQD	24,979	$2.7m1.57%	1.57%	Added +1.2k	+1,239 5.2%
13	ISHARES TR US TREAS BD ETF GOVT	GOVT	114,631	$2.6m1.52%	1.52%	Added +2.1k	+2,091 1.9%
14	NVIDIA CORPORATION COM NVDA	NVDA	13,116	$2.3m1.32%	1.32%	Reduced -257	-257 -1.9%
15	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	15,182	$2.2m1.30%	1.30%	Reduced -106	-106 -0.7%
16	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	27,627	$2.1m1.23%	1.23%	Added +1.2k	+1,202 4.5%
17	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	3,390	$2.0m1.13%	1.13%	Reduced -278	-278 -7.6%
18	ISHARES TR MBS ETF MBB	MBB	19,458	$1.8m1.07%	1.07%	Added +334	+334 1.8%
19	WALMART INC COM WMT	WMT	14,623	$1.8m1.05%	1.05%	Reduced -915	-915 -5.9%
20	AMAZON COM INC COM AMZN	AMZN	8,625	$1.8m1.04%	1.04%	Added +161	+161 1.9%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,598	$1.7m1.00%	1.00%	Reduced -35	-35 -1.0%
22	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	29,742	$1.6m0.90%	0.90%	Added +1.7k	+1,691 6.0%
23	VANGUARD INDEX FDS MID CAP ETF VO	VO	5,412	$1.6m0.90%	0.90%	Added +46	+46 0.9%
24	MICROSOFT CORP COM MSFT	MSFT	4,174	$1.5m0.89%	0.89%	Reduced -365	-365 -8.0%
25	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	66,485	$1.5m0.89%	0.89%	Added +6.8k	+6,847 11.5%
26	ISHARES TR SELECT DIVID ETF DVY	DVY	9,694	$1.5m0.85%	0.85%	Added +1.5k	+1,525 18.7%
27	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	6,709	$1.5m0.84%	0.84%	Added +90	+90 1.4%
28	ISHARES TR CORE MSCI EAFE IEFA	IEFA	16,036	$1.5m0.84%	0.84%	Reduced -559	-559 -3.4%
29	INNOVATOR ETFS TRUST EQUI DU DI JANU DDFJ	DDFJ	76,750	$1.4m0.83%	0.83%	New
30	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	25,931	$1.4m0.83%	0.83%	Added +6.6k	+6,553 33.8%
31	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,367	$1.4m0.82%	0.82%	Added +1.0k	+1,047 10.2%
32	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	18,350	$1.4m0.78%	0.78%	Added +1.7k	+1,747 10.5%
33	ISHARES TR RUSSELL 2000 ETF IWM	IWM	5,379	$1.3m0.77%	0.77%	Reduced -382	-382 -6.6%
34	ISHARES INC CORE MSCI EMKT IEMG	IEMG	18,959	$1.3m0.76%	0.76%	Added +728	+728 4.0%
35	COSTCO WHSL CORP NEW COM COST	COST	1,326	$1.3m0.76%	0.76%	Reduced -14	-14 -1.0%
36	ISHARES TR PFD AND INCM SEC PFF	PFF	42,769	$1.3m0.75%	0.75%	Added +1.7k	+1,703 4.2%
37	BANK AMERICA CORP 7.25%CNV PFD L BAC 7.25 PERP L	BAC 7.25 PERP L	1,051	$1.3m0.72%	0.72%	Added +3	+3 0.3%
38	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	6,471	$1.2m0.72%	0.72%	Reduced -197	-197 -3.0%
39	VISA INC COM CL A V	V	4,054	$1.2m0.71%	0.71%	Added +6	+6 0.1%
40	BROADCOM INC COM AVGO	AVGO	3,829	$1.2m0.68%	0.68%	Reduced -103	-103 -2.6%
41	META PLATFORMS INC CL A META	META	2,028	$1.2m0.67%	0.67%	Reduced -22	-22 -1.1%
42	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	47,559	$1.2m0.67%	0.67%	Added +4.8k	+4,802 11.2%
43	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	13,078	$1.1m0.62%	0.62%	Reduced -162	-162 -1.2%
44	ISHARES TR CORE S&P US GWT IUSG	IUSG	6,830	$1.1m0.61%	0.61%	Reduced -132	-132 -1.9%
45	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	62,253	$1.0m0.60%	0.60%	Reduced -1.8k	-1,818 -2.8%
46	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	41,819	$1.0m0.60%	0.60%	Added +1.2k	+1,162 2.9%
47	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	11,666	$1.0m0.60%	0.60%	Reduced -2.8k	-2,752 -19.1%
48	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	51,453	$1.0m0.58%	0.58%	Added +1.2k	+1,203 2.4%
49	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	29,993	$1.0m0.58%	0.58%	Added +463	+463 1.6%
50	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	17,052	$966.5k0.56%	0.56%	Reduced -3.9k	-3,889 -18.6%
51	APPLE INC COM AAPL	AAPL	3,745	$950.5k0.55%	0.55%	Reduced -80	-80 -2.1%
52	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	10,045	$921.8k0.53%	0.53%	Reduced -3.3k	-3,275 -24.6%
53	SCHWAB STRATEGIC TR 1 5YR CORP BD SCHJ	SCHJ	36,893	$912.2k0.53%	0.53%	Added +4.3k	+4,273 13.1%
54	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	9,603	$900.2k0.52%	0.52%	Added +2.6k	+2,643 38.0%
55	ISHARES TR CORE S&P TTL STK ITOT	ITOT	6,258	$891.4k0.51%	0.51%	Reduced -4.1k	-4,054 -39.3%
56	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	43,418	$886.7k0.51%	0.51%	Added +172	+172 0.4%
57	HOME DEPOT INC COM HD	HD	2,605	$856.9k0.49%	0.49%	Reduced -8	-8 -0.3%
58	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,435	$850.6k0.49%	0.49%	Added +36	+36 0.8%
59	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	2,782	$841.0k0.49%	0.49%	Added +40	+40 1.5%
60	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	14,815	$838.2k0.48%	0.48%	Reduced -371	-371 -2.4%
61	WELLS FARGO CO NEW PERP PFD CNV A WFC 7.5 PERP L	WFC 7.5 PERP L	720	$832.1k0.48%	0.48%	Added +10	+10 1.4%
62	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	23,102	$813.0k0.47%	0.47%	Added +984	+984 4.5%
63	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	41,534	$811.2k0.47%	0.47%	Reduced -2.5k	-2,534 -5.8%
64	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	24,159	$808.5k0.47%	0.47%	New
65	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	5,343	$783.3k0.45%	0.45%	Reduced -78	-78 -1.4%
66	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	16,929	$772.8k0.45%	0.45%	Added +1.0k	+1,000 6.3%
67	EXXON MOBIL CORP COM XOM	XOM	4,546	$771.2k0.45%	0.45%	Reduced -289	-289 -6.0%
68	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	9,990	$764.6k0.44%	0.44%	Added +18	+18 0.2%
69	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	16,449	$760.4k0.44%	0.44%	Unchanged
70	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	3,654	$760.3k0.44%	0.44%	Added +207	+207 6.0%
71	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,710	$729.1k0.42%	0.42%	Added +4	+4 0.2%
72	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	14,990	$719.8k0.42%	0.42%	Unchanged
73	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	34,067	$701.4k0.40%	0.40%	Added +126	+126 0.4%
74	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	42,592	$701.1k0.40%	0.40%	Reduced -1.9k	-1,852 -4.2%
75	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	37,198	$694.1k0.40%	0.40%	Added +104	+104 0.3%
76	ISHARES TR CORE S&P US VLU IUSV	IUSV	6,787	$694.0k0.40%	0.40%	Added +58	+58 0.9%
77	RTX CORPORATION COM RTX	RTX	3,597	$693.8k0.40%	0.40%	Added +30	+30 0.8%
78	JPMORGAN CHASE & CO COM JPM	JPM	2,341	$688.8k0.40%	0.40%	Reduced -94	-94 -3.9%
79	ISHARES TR CORE S&P MCP ETF IJH	IJH	10,121	$683.4k0.39%	0.39%	Reduced -2.8k	-2,762 -21.4%
80	ISHARES TR 20+ YEAR TR BD TLTW	TLTW	30,025	$679.2k0.39%	0.39%	Added +15.4k	+15,435 105.8%
81	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,321	$667.3k0.39%	0.39%	Reduced -129	-129 -5.3%
82	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	13,000	$657.9k0.38%	0.38%	Reduced -6.5k	-6,500 -33.3%
83	BLACKSTONE INC COM BX	BX	5,454	$627.1k0.36%	0.36%	Reduced -670	-670 -10.9%
84	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	7,798	$618.1k0.36%	0.36%	Added +713	+713 10.1%
85	CHEVRON CORP NEW COM CVX	CVX	2,955	$611.4k0.35%	0.35%	Reduced -43	-43 -1.4%
86	STRYKER CORPORATION COM SYK	SYK	1,847	$606.8k0.35%	0.35%	Added +3	+3 0.2%
87	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,061	$600.6k0.35%	0.35%	Added +11	+11 0.4%
88	PACER FDS TR US CASH COWS 100 COWZ	COWZ	9,458	$591.7k0.34%	0.34%	Added +40	+40 0.4%
89	JOHNSON & JOHNSON COM JNJ	JNJ	2,328	$569.2k0.33%	0.33%	Reduced -400	-400 -14.7%
90	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	1,285	$561.2k0.32%	0.32%	Added +66	+66 5.4%
91	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	6,098	$558.8k0.32%	0.32%	Reduced -4.0k	-4,049 -39.9%
92	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	913	$545.8k0.32%	0.32%	Reduced -50	-50 -5.2%
93	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	883	$544.6k0.31%	0.31%	Unchanged
94	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,550	$538.4k0.31%	0.31%	Reduced -151	-151 -5.6%
95	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	9,782	$528.7k0.31%	0.31%	Added +441	+441 4.7%
96	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	10,513	$525.1k0.30%	0.30%	Added +1.0k	+1,019 10.7%
97	T-MOBILE US INC COM TMUS	TMUS	2,470	$518.9k0.30%	0.30%	Reduced -12	-12 -0.5%
98	ISHARES TR CORE TOTAL USD IUSB	IUSB	11,039	$509.9k0.29%	0.29%	Added +194	+194 1.8%
99	HONEYWELL INTL INC COM COM		2,195	$496.0k0.29%	0.29%	Added +303	+303 16.0%
100	ISHARES SILVER TR ISHARES SLV	SLV	6,990	$476.3k0.27%	0.27%	Reduced -1.6k	-1,560 -18.2%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ISHARES TR DSI	DSI	3,994	$514.5k4.0k shares
ISHARES TR OEF	OEF	1,049	$359.8k1.0k shares
DEVON ENERGY CORP NEW DVN	DVN	8,759	$320.9k8.8k shares
APOLLO GLOBAL MGMT INC APO	APO	2,153	$311.7k2.2k shares
COTERRA ENERGY INC CTRA	CTRA	10,145	$267.0k10.1k shares
SELECT SECTOR SPDR TR XLI	XLI	1,596	$247.6k1.6k shares
UNITEDHEALTH GROUP INC UNH	UNH	711	$234.8k711 shares
BLACKROCK ETF TRUST DYNF	DYNF	3,799	$231.0k3.8k shares
ASTRAZENECA PLC		1,198	$220.3k1.2k shares
ARK ETF TR ARKK	ARKK	2,795	$215.0k2.8k shares
FREEPORT-MCMORAN INC FCX	FCX	4,009	$203.6k4.0k shares
PROFESIONALLY MANAGED PORTFO AKRE	AKRE	3,092	$202.6k3.1k shares
VANGUARD SPECIALIZED FUNDS VIG	VIG	915	$201.1k915 shares
ISHARES TR IVW	IVW	1,624	$200.2k1.6k shares
BANCO SANTANDER S.A. SAN	SAN	12,400	$145.5k12.4k shares
ISHARES TR		67	$8.3k67 shares
INVESCO EXCHANGE TRADED FD T		26	$2.4k26 shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
VANGUARD INTL EQUITY INDEX F VT · Put	VT	Put	7,400	$1.0m7.4k shares	Added