Koesten, Hirschmann & Crabtree, INC.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 15, 2025), Koesten, Hirschmann & Crabtree, INC. reported 343 stock positions worth $193.3 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 23.5% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 17.1%) and Schwab Intl Equity ETF (SCHF, 11.2%). Compared with Q1 2025, it opened 145 new positions, sold out of 11, added to 57 and reduced 15. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +4%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −5%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0001963421
Portfolio Value
$193.3M (Q2 2025)
SEC Filing
0002072075-25-000003 ↗ filed Aug 15, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $155.7M Q1 2024 Q2 2024: $155.7M Q2 2024 Q3 2024: $171.7M Q3 2024 Q4 2024: $174.4M Q4 2024 Q1 2025: $174.3M Q1 2025 Q2 2025: $193.3M $193.3M Q2 2025 Q3 2025: $209.5M Q3 2025 Q4 2025: $203.3M Q4 2025 Q1 2026: $205.2M Q1 2026 Q2 2026: $240.2M Q2 2026

Holdings 343 stocks · $193.3M
FNDX Schwab Fndmntl US LRG Co. ETF 23.50% 1,850,958 $45.4M Add +2.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 17.15% 116,185 $33.1M Add +3.8%
SCHF Schwab Intl Equity ETF 11.24% 983,587 $21.7M Reduce -1.6%
SCHX Schwab US Large-Cap ETF 11.14% 881,334 $21.5M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 10.40% 84,856 $20.1M Add +5.8%
IEFA iShares Core MSCI Eafe ETF 6.58% 152,347 $12.7M Reduce -5.5%
IVV iShares Core S&P 500 ETF 2.20% 6,852 $4.3M Add +23.0%
IEMG iShares Core MSCI Emerging 1.85% 59,616 $3.6M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 1.84% 32,591 $3.6M Add +33.6%
SCHA Schwab US Small-Cap ETF 1.66% 127,119 $3.2M Add +0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 1.52% 97,407 $2.9M Reduce -2.8%
AAPL Apple Inc. 0.99% 9,372 $1.9M Add +3.1%
SCHM Schwab US Mid Cap ETF 0.85% 58,449 $1.6M No change
SCHV Schwab US Large-Cap Value 0.65% 45,129 $1.2M Reduce -1.1%
IJH iShares Core S&P Midcap ETF 0.63% 19,580 $1.2M Reduce -0.1%
NFLX Netflix Inc. 0.55% 801 $1.1M No change
VEA Vanguard Ftse Developed ETF 0.40% 13,696 $781K Add +117.8%
IBDW iShares Ibonds Dec 2031 Corp. 0.35% 32,287 $679K Add +0.8%
ADTN Adtran Holdings Inc. 0.33% 70,448 $632K No change
IVW iShares S&P 500 Growth ETF 0.23% 4,008 $441K No change
IVE iShares S&P 500 Value ETF 0.23% 2,255 $441K No change
IUSV iShares Core S&P U.S. Value 0.22% 4,594 $435K Reduce -8.2%
UMBF Umb Financial Corp. 0.18% 3,387 $356K No change
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.18% 1,930 $348K Add +0.1%
PG The Procter & Gamble Co. 0.17% 2,054 $327K No change
COST Costco Wholesale Corp. 0.17% 327 $323K Add +21.1%
PPA Invesco Aerospace & Defense 0.16% 2,145 $304K No change
TSLA Tesla Inc. 0.14% 882 $280K Add +12500.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 413 $255K Add +27.9%
NVDA Nvidia Corp. 0.13% 1,593 $252K Add +512.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.13% 4,965 $243K Reduce -27.3%
CL Colgate-Palmolive Co. 0.13% 2,659 $242K Reduce -36.1%
MSFT Microsoft Corp. 0.12% 469 $233K Reduce -7.9%
QQQ Invesco QQQ Trust Series 1 0.11% 377 $208K Add +48.4%
IBDU iShares Ibonds Dec 2029 Term 0.10% 8,391 $196K No change
AVGO Broadcom Inc. 0.10% 680 $187K Add +6.3%
IBDX iShares Ibonds Dec 2032 TC 0.10% 7,315 $185K Add +8.5%
VTI VG Morningstar TS MKT ETF-US 0.10% 607 $184K No change
FNDB Schwab Fndmntl US BRD Mr ETF 0.09% 7,530 $181K No change
WMT Walmart Inc. 0.09% 1,752 $171K Add +31.5%
GRMN Garmin Ltd. 0.09% 792 $165K No change
META Meta Platforms Inc. Class A 0.08% 213 $157K Add +326.0%
PEP Pepsico Inc. 0.08% 1,177 $155K No change
IBDY iShares Ibonds Dec 2033 Corp. 0.08% 5,870 $152K No change
IBDV iShares Ibonds Dec 2030 Corp. 0.08% 6,850 $151K No change
IWS iShares Russell Mid-Cap Valu 0.08% 1,108 $146K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.07% 798 $141K Add +0.9%
VGT Vanguard Info Tech ETF 0.07% 203 $135K No change
IBDT iShares Ibonds Dec 2028 ETF 0.07% 5,140 $131K No change
IBDQ iShares Ibonds Dec 2025 Term 0.07% 5,080 $128K No change
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.06% 5,160 $125K No change
IBDR iShares Ibonds Dec 2026 Term 0.06% 5,110 $124K No change
VTHR Vanguard Russell 3000 0.06% 452 $123K Add +0.2%
DELL Dell Technologies -C 0.06% 1,006 $123K No change
MDY State Street SPDR S&P Midcap 0.06% 200 $113K New
IWM iShares Russell 2000 ETF 0.06% 500 $108K No change
IWF iShares Russell 1000 Growth 0.05% 242 $103K No change
VYM Vanguard High DVD Yield ETF 0.05% 750 $100K No change
IWP iShares Russell Mid-Cap Grow 0.05% 672 $93K No change
IWR iShares Russell Mid-Cap ETF 0.05% 1,000 $92K No change
GOOGL Alphabet Inc. Class A 0.05% 501 $88K Reduce -64.7%
IBDZ ISHARESIBONDSDEC2034TMCORP 0.04% 3,300 $86K No change
IAU iShares Gold Trust 0.04% 1,370 $85K No change
XLV SS Health Care Select Sector 0.04% 594 $80K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 625 $78K Add +15.1%
AMZN Amazon.com Inc. 0.04% 328 $72K Add +0.3%
PANW Palo Alto Networks Inc. 0.04% 344 $70K No change
AMGN Amgen Inc. 0.04% 251 $70K No change
ANET Arista Networks Inc. 0.04% 676 $69K No change
ARES Ares Management Corp. Class A 0.04% 397 $69K No change
EPD Enterprise Products Partners 0.03% 2,132 $66K No change
EAOA iShares ESG Aware 80/20 Aggr 0.03% 1,712 $66K No change
AGG iShares Core U.S. Aggregate 0.03% 655 $65K Add +7.5%
BMY Bristol-Myers Squibb Co. 0.03% 1,380 $64K No change
T AT&T Inc. 0.03% 2,160 $63K Add +22.5%
DNP DNP Select Income Fund Inc. 0.03% 6,300 $62K No change
EFV iShares MSCI Eafe Value ETF 0.03% 954 $61K No change
ORCL Oracle Corp. 0.03% 276 $60K No change
SCHW Schwab (charles) Corp. 0.03% 659 $60K No change
IWB iShares Russell 1000 ETF 0.03% 177 $60K No change
CRWD CrowdStrike Holdings Inc. Class A 0.03% 112 $57K No change
MDLZ Mondelez International Inc. Class A 0.03% 811 $55K Add +6.6%
LOW Lowe's Cos Inc. 0.03% 233 $52K New
SOXX iShares Semiconductor ETF 0.03% 214 $51K No change
MMM 3M Co. 0.03% 330 $50K No change
TMUS T-Mobile US Inc. 0.03% 208 $50K No change
GEV GE Vernova Inc. 0.02% 90 $48K Add +80.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.02% 1,060 $46K No change
HD Home Depot Inc. 0.02% 117 $43K New
SCHG Schwab US Large-Cap Growth 0.02% 1,450 $42K No change
CHD Church & Dwight Co. Inc. 0.02% 414 $40K No change
SCHD Schwab US DVD Equity ETF 0.02% 1,500 $40K No change
AXON Axon Enterprise Inc. 0.02% 47 $39K New
GE General Electric filed as GE AEROSPACE 0.02% 143 $37K Add +43.0%
PFE Pfizer Inc. 0.02% 1,448 $35K Add +1.8%
WTFC Wintrust Financial Corp. 0.02% 280 $35K New
TXT Textron Inc. 0.02% 421 $34K No change
DVY iShares Select Dividend ETF 0.02% 253 $34K Add +0.8%
JQUA JPMorgan US Quality Factor 0.02% 554 $33K Add +0.4%
BP BP PLC-Spons ADR 0.02% 1,100 $33K Add +0.5%

Show all 343 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $228 (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 11$228No change
Lines left out (1) · $93 — a value with no share or principal amount
SecurityClassSharesValue
VRTX Vertex Pharmaceuticals Inc. COM0$93

Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.

Total filed on the 13F, all lines: $193.3M.

Portfolio Sells Q1 2025 → Q2 2025
IEFA iShares Core MSCI Eafe ETF Reduce -5.5% 6.58% −0.41
SPYX SS SPDR S&P 500 Foss FL ETF Sold out 0.00% −0.12
SCHF Schwab Intl Equity ETF Reduce -1.6% 11.24% −0.10
CL Colgate-Palmolive Co. Reduce -36.1% 0.13% −0.10
GOOGL Alphabet Inc. Class A Reduce -64.7% 0.05% −0.08
ESGD iShares Trust iShares ESG Aw Reduce -98.3% 0.00% −0.08
VTEB Vanguard Tax-Exempt Bond ETF Reduce -27.3% 0.13% −0.07
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -2.8% 1.52% −0.07
ESML iShares ESG Aware MSCI USA S Sold out 0.00% −0.07
GOOG Alphabet Inc. Class C Reduce -99.1% 0.00% −0.06
SCHV Schwab US Large-Cap Value Reduce -1.1% 0.65% −0.05
PSX Phillips 66 Sold out 0.00% −0.04
IUSV iShares Core S&P U.S. Value Reduce -8.2% 0.22% −0.04
SUB iShares Short-Term National Reduce -70.4% 0.01% −0.04
VSGX Vanguard ESG Intl Stock ETF Sold out 0.00% −0.03
IJH iShares Core S&P Midcap ETF Reduce -0.1% 0.63% −0.03
NUSC Nuveen ESG Small-Cap ETF Sold out 0.00% −0.03
ESGE iShares Inc. iShares ESG Awar Sold out 0.00% −0.03
NUEM Nuveen ESG Emerging Markets Sold out 0.00% −0.02
LLY Eli Lilly & Co. Sold out 0.00% −0.02
EPR Epr Properties Sold out 0.00% −0.02
IEMG iShares Core MSCI Emerging Reduce -1.2% 1.85% −0.02
PSA Public Storage Sold out 0.00% −0.01
USRT iShares Core US REIT ETF Reduce -21.3% 0.01% −0.00
SLB SLB Ltd. Sold out 0.00% −0.00
MSFT Microsoft Corp. Reduce -7.9% 0.12% +0.01

Portfolio Buys Q1 2025 → Q2 2025
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +3.8% 17.15% +0.64
IVV iShares Core S&P 500 ETF Add +23.0% 2.20% +0.40
IJR iShares Core S&P Small-Cap E Add +33.6% 1.84% +0.38
VEA Vanguard Ftse Developed ETF Add +117.8% 0.40% +0.22
VB Vanguard Most SM-Cap ETF-Usd Add +5.8% 10.40% +0.20
TSLA Tesla Inc. Add +12500.0% 0.14% +0.14
NVDA Nvidia Corp. Add +512.7% 0.13% +0.11
META Meta Platforms Inc. Class A Add +326.0% 0.08% +0.06
MDY State Street SPDR S&P Midcap New 0.06% +0.06
QQQ Invesco QQQ Trust Series 1 Add +48.4% 0.11% +0.04
AVGO Broadcom Inc. Add +6.3% 0.10% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +27.9% 0.13% +0.03
LOW Lowe's Cos Inc. New 0.03% +0.03
HD Home Depot Inc. New 0.02% +0.02
SCHX Schwab US Large-Cap ETF Add +0.4% 11.14% +0.02
WMT Walmart Inc. Add +31.5% 0.09% +0.02
COST Costco Wholesale Corp. Add +21.1% 0.17% +0.02
AXON Axon Enterprise Inc. New 0.02% +0.02
WTFC Wintrust Financial Corp. New 0.02% +0.02
PGR Progressive Corp. New 0.02% +0.02
GEV GE Vernova Inc. Add +80.0% 0.02% +0.02
RDNT Radnet Inc. New 0.01% +0.01
SBUX Starbucks Corp. New 0.01% +0.01
TEL Te Connectivity PLC New 0.01% +0.01
ETN Eaton Corp. PLC New 0.01% +0.01
UNH Unitedhealth Group Inc. New 0.01% +0.01
DIS The Walt Disney Co. Add +15.1% 0.04% +0.01
DIA SS SPDR Dow Jones Indus Avg New 0.01% +0.01
STZ Constellation Brands Inc. Class A New 0.01% +0.01
GE General Electric Add +43.0% 0.02% +0.01
COIN Coinbase Global Inc. Class A New 0.01% +0.01
MA Mastercard Inc. Class A New 0.01% +0.01
JCI Johnson Controls Internation New 0.01% +0.01
XLF SS Financial Select Sector New 0.01% +0.01
RACE Ferrari NV New 0.01% +0.01
ABBV Abbvie Inc. Add +138.0% 0.01% +0.01
IDCC Interdigital Inc. New 0.01% +0.01
BSX Boston Scientific Corp. New 0.01% +0.01
MSI Motorola Solutions Inc. New 0.01% +0.01
JPM JPMorgan Chase & Co. New 0.00% +0.00
EWG iShares MSCI Germany ETF Add +100.0% 0.01% +0.00
MU Micron Technology Inc. Add +47.0% 0.01% +0.00
PM Philip Morris International New 0.00% +0.00
HUM Humana Inc. New 0.00% +0.00
NGG National Grid PLC-SP ADR New 0.00% +0.00
T AT&T Inc. Add +22.5% 0.03% +0.00
COR Cencora Inc. New 0.00% +0.00
EXPO Exponent Inc. New 0.00% +0.00
VZ Verizon Communications Inc. New 0.00% +0.00
UL Unilever PLC New 0.00% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 52$240.2MFNDX, VV, VB, SCHF, SCHX
Q1 2026 41$205.2MFNDX, VV, SCHF, VB, SCHX
Q4 2025 42$203.3MFNDX, VV, SCHF, VB, SCHX
Q3 2025 253$209.5MFNDX, VV, SCHF, SCHX, VB
Q2 2025 343$193.3MFNDX, VV, SCHF, SCHX, VB
Q1 2025 209$174.3MFNDX, VV, SCHF, SCHX, VB
Q4 2024 198$174.4MFNDX, VV, SCHX, SCHF, VB
Q3 2024 198$171.7MFNDX, VV, SCHF, SCHX, VB
Q2 2024 220$155.7MFNDX, VV, SCHF, SCHX, VB
Q1 2024 220$155.7MFNDX, VV, SCHF, SCHX, VB