Koesten, Hirschmann & Crabtree, INC.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Koesten, Hirschmann & Crabtree, INC. reported 253 stock positions worth $209.5 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 23.1% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 17.8%) and Schwab Intl Equity ETF (SCHF, 10.9%). Compared with Q2 2025, it opened 37 new positions, sold out of 125, added to 36 and reduced 36. The biggest buy was Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares +5%) and the biggest sale Schwab Fndmntl US LRG Co. ETF (FNDX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001963421
- Portfolio Value
- $209.5M (Q3 2025)
- SEC Filing
- 0002072075-25-000006 ↗ filed Nov 5, 2025
Holdings Value
Holdings 253 stocks · $209.5M
| FNDX Schwab Fndmntl US LRG Co. ETF | 23.12% | 1,841,773 | $48.4M | Reduce -0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 17.85% | 121,473 | $37.4M | Add +4.5% |
| SCHF Schwab Intl Equity ETF | 10.92% | 982,483 | $22.9M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 10.91% | 867,794 | $22.9M | Reduce -1.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.39% | 85,639 | $21.8M | Add +0.9% |
| IEFA iShares Core MSCI Eafe ETF | 7.13% | 171,189 | $14.9M | Add +12.4% |
| IVV iShares Core S&P 500 ETF | 2.19% | 6,842 | $4.6M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 1.91% | 60,745 | $4.0M | Add +1.9% |
| IJR iShares Core S&P Small-Cap E | 1.84% | 32,453 | $3.9M | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 1.69% | 126,784 | $3.5M | Reduce -0.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.55% | 97,634 | $3.3M | Add +0.2% |
| AAPL Apple Inc. | 1.13% | 9,268 | $2.4M | Reduce -1.1% |
| SCHM Schwab US Mid Cap ETF | 0.83% | 58,449 | $1.7M | No change |
| IJH iShares Core S&P Midcap ETF | 0.61% | 19,580 | $1.3M | No change |
| SCHV Schwab US Large-Cap Value | 0.60% | 42,969 | $1.3M | Reduce -4.8% |
| NFLX Netflix Inc. | 0.41% | 709 | $850K | Reduce -11.5% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 13,706 | $821K | Add +0.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.33% | 32,502 | $690K | Add +0.7% |
| ADTN Adtran Holdings Inc. | 0.32% | 70,448 | $661K | No change |
| IVW iShares S&P 500 Growth ETF | 0.23% | 4,008 | $484K | No change |
| IVE iShares S&P 500 Value ETF | 0.22% | 2,255 | $466K | No change |
| IUSV iShares Core S&P U.S. Value | 0.22% | 4,594 | $459K | No change |
| TSLA Tesla Inc. | 0.20% | 953 | $424K | Add +8.1% |
| UMBF Umb Financial Corp. | 0.19% | 3,387 | $401K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 6,975 | $349K | Add +40.5% |
| PPA Invesco Aerospace & Defense | 0.16% | 2,145 | $333K | No change |
| PG The Procter & Gamble Co. | 0.15% | 2,054 | $316K | No change |
| COST Costco Wholesale Corp. | 0.14% | 327 | $302K | No change |
| USRT iShares Core US REIT ETF | 0.14% | 4,851 | $285K | Add +1955.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 413 | $275K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.13% | 1,786 | $266K | Reduce -7.5% |
| MSFT Microsoft Corp. | 0.12% | 470 | $243K | Add +0.2% |
| AVGO Broadcom Inc. | 0.11% | 680 | $224K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.10% | 8,495 | $218K | Add +16.1% |
| IBTO iShares Ibonds Dec 2033 Tres | 0.10% | 8,140 | $214K | New |
| CL Colgate-Palmolive Co. | 0.10% | 2,659 | $213K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 607 | $199K | No change |
| IBDU iShares Ibonds Dec 2029 Term | 0.09% | 8,391 | $197K | No change |
| GRMN Garmin Ltd. | 0.09% | 792 | $195K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.09% | 7,530 | $194K | No change |
| WMT Walmart Inc. | 0.09% | 1,752 | $181K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 294 | $177K | Reduce -22.0% |
| PEP Pepsico Inc. | 0.08% | 1,177 | $165K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.07% | 1,108 | $155K | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.07% | 6,850 | $152K | No change |
| VGT Vanguard Info Tech ETF | 0.07% | 203 | $152K | No change |
| DELL Dell Technologies -C | 0.07% | 1,006 | $143K | No change |
| META Meta Platforms Inc. Class A | 0.07% | 193 | $142K | Reduce -9.4% |
| VTHR Vanguard Russell 3000 | 0.06% | 454 | $134K | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 713 | $133K | Reduce -10.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.06% | 5,140 | $131K | No change |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 5,080 | $128K | No change |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.06% | 5,160 | $126K | No change |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 5,110 | $124K | No change |
| GOOGL Alphabet Inc. Class A | 0.06% | 501 | $122K | No change |
| IWM iShares Russell 2000 ETF | 0.06% | 500 | $121K | No change |
| MDY State Street SPDR S&P Midcap | 0.06% | 200 | $119K | No change |
| IWF iShares Russell 1000 Growth | 0.05% | 242 | $113K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 750 | $106K | No change |
| IAU iShares Gold Trust | 0.05% | 1,370 | $100K | No change |
| ANET Arista Networks Inc. | 0.05% | 676 | $99K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 1,000 | $97K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.05% | 672 | $96K | No change |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.04% | 3,300 | $87K | No change |
| XLV SS Health Care Select Sector | 0.04% | 594 | $83K | No change |
| ORCL Oracle Corp. | 0.04% | 291 | $82K | Add +5.4% |
| AMZN Amazon.com Inc. | 0.03% | 329 | $72K | Add +0.3% |
| AMGN Amgen Inc. | 0.03% | 251 | $71K | No change |
| PANW Palo Alto Networks Inc. | 0.03% | 344 | $70K | No change |
| EAOA iShares ESG Aware 80/20 Aggr | 0.03% | 1,712 | $70K | No change |
| AGG iShares Core U.S. Aggregate | 0.03% | 669 | $67K | Add +2.1% |
| EPD Enterprise Products Partners | 0.03% | 2,132 | $67K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 954 | $65K | No change |
| IWB iShares Russell 1000 ETF | 0.03% | 177 | $65K | No change |
| DNP DNP Select Income Fund Inc. | 0.03% | 6,300 | $63K | No change |
| SCHW Schwab (charles) Corp. | 0.03% | 659 | $63K | No change |
| BMY Bristol-Myers Squibb Co. | 0.03% | 1,380 | $62K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 542 | $62K | Reduce -13.3% |
| LOW Lowe's Cos Inc. | 0.03% | 233 | $59K | No change |
| SOXX iShares Semiconductor ETF | 0.03% | 214 | $58K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 112 | $55K | No change |
| MMM 3M Co. | 0.02% | 330 | $51K | No change |
| T AT&T Inc. | 0.02% | 1,765 | $50K | Reduce -18.3% |
| TMUS T-Mobile US Inc. | 0.02% | 208 | $50K | No change |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.02% | 1,060 | $49K | No change |
| GEV GE Vernova Inc. | 0.02% | 80 | $49K | Reduce -11.1% |
| NVDA Nvidia Corp. | 0.02% | 260 | $49K | Reduce -83.7% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 761 | $48K | Reduce -6.2% |
| SCHG Schwab US Large-Cap Growth | 0.02% | 1,451 | $46K | Add +0.1% |
| GE General Electric filed as GE AEROSPACE | 0.02% | 143 | $43K | No change |
| SCHD Schwab US DVD Equity ETF | 0.02% | 1,500 | $41K | No change |
| USXF iShares ESG Advance MSCI USA | 0.02% | 689 | $39K | Add +107.5% |
| BP BP PLC-Spons ADR | 0.02% | 1,095 | $38K | Reduce -0.5% |
| PFE Pfizer Inc. | 0.02% | 1,473 | $38K | Add +1.7% |
| CHD Church & Dwight Co. Inc. | 0.02% | 414 | $36K | No change |
| TXT Textron Inc. | 0.02% | 421 | $36K | No change |
| RDNT Radnet Inc. | 0.02% | 467 | $36K | No change |
| JQUA JPMorgan US Quality Factor | 0.02% | 555 | $35K | Add +0.2% |
| AXON Axon Enterprise Inc. | 0.02% | 47 | $33K | No change |
| CVX Chevron Corp. | 0.01% | 200 | $31K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $281 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 11 | $281 | No change |
Lines left out (8) · $439 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GS Goldman Sachs Group Inc. | COM | 0 | $131 |
| VRTX Vertex Pharmaceuticals Inc. | COM | 0 | $82 |
| BKNG Booking Holdings Inc. | COM | 0 | $74 |
| MAR Marriott International Class A | CL A | 0 | $63 |
| BIIB Biogen Inc. | COM | 0 | $41 |
| MCD McDonald's Corp. | COM | 0 | $33 |
| NOW ServiceNow Inc. | COM | 0 | $11 |
| XLRE SS Real Estate Select Sector | ST STR REAL ETF | 0 | $4 |
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: $209.5M.
Portfolio Sells Q2 2025 → Q3 2025
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.5% | 23.12% | −0.38 |
| SCHF Schwab Intl Equity ETF | Reduce -0.1% | 10.92% | −0.33 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.5% | 10.91% | −0.23 |
| NFLX Netflix Inc. | Reduce -11.5% | 0.41% | −0.15 |
| NVDA Nvidia Corp. | Reduce -83.7% | 0.02% | −0.11 |
| IBDY iShares Ibonds Dec 2033 Corp. | Sold out | 0.00% | −0.08 |
| JKHY Jack Henry & Associates Inc. | Reduce -7.5% | 0.13% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -4.8% | 0.60% | −0.05 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -22.0% | 0.08% | −0.02 |
| WTFC Wintrust Financial Corp. | Sold out | 0.00% | −0.02 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.1% | 2.19% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -9.4% | 0.07% | −0.01 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.01 |
| HD Home Depot Inc. | Reduce -51.3% | 0.01% | −0.01 |
| DIS The Walt Disney Co. | Reduce -13.3% | 0.03% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -10.7% | 0.06% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.01 |
| T AT&T Inc. | Reduce -18.3% | 0.02% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.01 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.2% | 0.02% | −0.01 |
| JCI Johnson Controls Internation | Reduce -82.3% | 0.00% | −0.01 |
| IDCC Interdigital Inc. | Sold out | 0.00% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -29.6% | 0.01% | −0.01 |
| PM Philip Morris International | Sold out | 0.00% | −0.00 |
| SUB iShares Short-Term National | Reduce -25.8% | 0.01% | −0.00 |
| HUM Humana Inc. | Sold out | 0.00% | −0.00 |
| NGG National Grid PLC-SP ADR | Sold out | 0.00% | −0.00 |
| CI The Cigna Group | Reduce -4.1% | 0.01% | −0.00 |
| EXPO Exponent Inc. | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
| UL Unilever PLC | Sold out | 0.00% | −0.00 |
| JNJ Johnson & Johnson | Reduce -43.9% | 0.01% | −0.00 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.00 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.00 |
| EFT Eaton Vance Fltng RT Inc. TR | Sold out | 0.00% | −0.00 |
| PAC Grupo Aeroportuario Pac-ADR | Sold out | 0.00% | −0.00 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.00 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.00 |
| MS Morgan Stanley | Sold out | 0.00% | −0.00 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.00 |
| GLW Corning Inc. | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.00 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.00 |
| EWS iShares MSCI Singapore ETF | Sold out | 0.00% | −0.00 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.00 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +4.5% | 17.85% | +0.70 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.4% | 7.13% | +0.55 |
| USRT iShares Core US REIT ETF | Add +1955.5% | 0.14% | +0.13 |
| IBTO iShares Ibonds Dec 2033 Tres | New | 0.10% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +1.9% | 1.91% | +0.06 |
| TSLA Tesla Inc. | Add +8.1% | 0.20% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +40.5% | 0.17% | +0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.2% | 1.55% | +0.04 |
| ESGD iShares Trust iShares ESG Aw | Add +816.7% | 0.01% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +107.5% | 0.02% | +0.01 |
| IBDX iShares Ibonds Dec 2032 TC | Add +16.1% | 0.10% | +0.01 |
| ORCL Oracle Corp. | Add +5.4% | 0.04% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +850.0% | 0.01% | +0.01 |
| AMD Advanced Micro Devices | Add +61.0% | 0.01% | +0.01 |
| AVEM Avantis Emerging Markets Eq | New | 0.01% | +0.01 |
| IBCA iShares Ibonds Dec 2035 TC | New | 0.00% | +0.00 |
| SLQT Selectquote Inc. | New | 0.00% | +0.00 |
| IBIT iShares Bitcoin Trust ETF | New | 0.00% | +0.00 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| APLD Applied Digital Corp. | Add +37.5% | 0.00% | +0.00 |
| ARKK ARK Innovation ETF | New | 0.00% | +0.00 |
| CEG Constellation Energy | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +16.7% | 0.01% | +0.00 |
| UUUU Energy Fuels Inc. | New | 0.00% | +0.00 |
| QCOM Qualcomm Inc. | Add +35.7% | 0.01% | +0.00 |
| CSCO Cisco Systems Inc. | New | 0.00% | +0.00 |
| VOLT Tema Electrification | New | 0.00% | +0.00 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.00% | +0.00 |
| BOTZ Global X Robotics & Artifici | New | 0.00% | +0.00 |
| SOUN Soundhound AI Inc. Class A | New | 0.00% | +0.00 |
| SMCI Super Micro Computer Inc. | New | 0.00% | +0.00 |
| QTUM Defiance Quantum ETF | New | 0.00% | +0.00 |
| CRWV Coreweave Inc. Class A | New | 0.00% | +0.00 |
| ORBS Eightco Holdings Inc. | New | 0.00% | +0.00 |
| NVTS Navitas Semiconductor Corp. | New | 0.00% | +0.00 |
| QBTS D-Wave Quantum Inc. | New | 0.00% | +0.00 |
| FIG Figma Inc. Class A | New | 0.00% | +0.00 |
| OSCR Oscar Health Inc. Class A | New | 0.00% | +0.00 |
| SYM Symbotic Inc. | New | 0.00% | +0.00 |
| BBAI Bigbear.ai Holdings Inc. | New | 0.00% | +0.00 |
| IMSR Terrestrial Energy Inc. | New | 0.00% | +0.00 |
| ITA iShares U.S. Aerospace & Def | Add +1.1% | 0.01% | +0.00 |
| PLUG Plug Power Inc. | New | 0.00% | +0.00 |
| RTX RTX Corp. | New | 0.00% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 0.02% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | New | 0.00% | +0.00 |
| FBND Fidelity Total Bond ETF | Add +10.7% | 0.00% | +0.00 |
| IQST Iqstel Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| GS Goldman Sachs Group Inc. | COM | New | 0 | $131 |
| BKNG Booking Holdings Inc. | COM | New | 0 | $74 |
| MAR Marriott International Class A | CL A | New | 0 | $63 |
| BIIB Biogen Inc. | COM | New | 0 | $41 |
| MCD McDonald's Corp. | COM | Reduce -100.0% | 0 | $33 |
| NOW ServiceNow Inc. | COM | New | 0 | $11 |
| XLRE SS Real Estate Select Sector | ST STR REAL ETF | Reduce -100.0% | 0 | $4 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $240.2M | FNDX, VV, VB, SCHF, SCHX |
| Q1 2026 | 41 | $205.2M | FNDX, VV, SCHF, VB, SCHX |
| Q4 2025 | 42 | $203.3M | FNDX, VV, SCHF, VB, SCHX |
| Q3 2025 | 253 | $209.5M | FNDX, VV, SCHF, SCHX, VB |
| Q2 2025 | 343 | $193.3M | FNDX, VV, SCHF, SCHX, VB |
| Q1 2025 | 209 | $174.3M | FNDX, VV, SCHF, SCHX, VB |
| Q4 2024 | 198 | $174.4M | FNDX, VV, SCHX, SCHF, VB |
| Q3 2024 | 198 | $171.7M | FNDX, VV, SCHF, SCHX, VB |
| Q2 2024 | 220 | $155.7M | FNDX, VV, SCHF, SCHX, VB |
| Q1 2024 | 220 | $155.7M | FNDX, VV, SCHF, SCHX, VB |