Koesten, Hirschmann & Crabtree, INC.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Koesten, Hirschmann & Crabtree, INC. reported 42 stock positions worth $203.3 million. Its top holding was Schwab Fndmntl US LRG Co. ETF (FNDX) at 23.0% of the portfolio, followed by Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 18.3%) and Schwab Intl Equity ETF (SCHF, 11.4%). Compared with Q3 2025, it opened 1 new position, sold out of 212, added to 10 and reduced 17. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +19591%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001963421
- Portfolio Value
- $203.3M (Q4 2025)
- SEC Filing
- 0002072075-26-000002 ↗ filed Feb 9, 2026
Holdings Value
Holdings 42 stocks · $203.3M
| FNDX Schwab Fndmntl US LRG Co. ETF | 22.97% | 1,715,952 | $46.7M | Reduce -6.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 18.30% | 118,180 | $37.2M | Reduce -2.7% |
| SCHF Schwab Intl Equity ETF | 11.42% | 965,779 | $23.2M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 10.75% | 84,697 | $21.8M | Reduce -1.1% |
| SCHX Schwab US Large-Cap ETF | 10.70% | 808,258 | $21.8M | Reduce -6.9% |
| IEFA iShares Core MSCI Eafe ETF | 7.68% | 174,440 | $15.6M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 2.14% | 6,352 | $4.4M | Reduce -7.2% |
| IEMG iShares Core MSCI Emerging | 1.92% | 58,133 | $3.9M | Reduce -4.3% |
| IJR iShares Core S&P Small-Cap E | 1.90% | 32,149 | $3.9M | Reduce -0.9% |
| SCHA Schwab US Small-Cap ETF | 1.66% | 118,805 | $3.4M | Reduce -6.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.57% | 97,383 | $3.2M | Reduce -0.3% |
| AAPL Apple Inc. | 1.22% | 9,117 | $2.5M | Reduce -1.6% |
| AVEM Avantis Emerging Markets Eq | 1.04% | 27,370 | $2.1M | Add +19590.7% |
| SCHM Schwab US Mid Cap ETF | 0.86% | 58,449 | $1.8M | No change |
| IJH iShares Core S&P Midcap ETF | 0.51% | 15,830 | $1.0M | Reduce -19.1% |
| SCHV Schwab US Large-Cap Value | 0.48% | 32,644 | $967K | Reduce -24.0% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 13,251 | $828K | Reduce -3.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.34% | 32,777 | $693K | Add +0.8% |
| NFLX Netflix Inc. | 0.33% | 7,092 | $665K | No change |
| ADTN Adtran Holdings Inc. | 0.30% | 70,448 | $612K | No change |
| IVW iShares S&P 500 Growth ETF | 0.24% | 4,008 | $494K | No change |
| IVE iShares S&P 500 Value ETF | 0.24% | 2,255 | $478K | No change |
| IUSV iShares Core S&P U.S. Value | 0.23% | 4,594 | $471K | No change |
| MSFT Microsoft Corp. | 0.21% | 876 | $424K | Add +86.4% |
| TSLA Tesla Inc. | 0.21% | 939 | $422K | Reduce -1.5% |
| COST Costco Wholesale Corp. | 0.20% | 477 | $411K | Add +45.9% |
| PG The Procter & Gamble Co. | 0.20% | 2,865 | $411K | Add +39.5% |
| UMBF Umb Financial Corp. | 0.19% | 3,387 | $390K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 6,965 | $350K | Reduce -0.1% |
| PPA Invesco Aerospace & Defense | 0.17% | 2,145 | $336K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.16% | 1,788 | $326K | Add +0.1% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.14% | 11,025 | $291K | Add +234.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 408 | $278K | Reduce -1.2% |
| USRT iShares Core US REIT ETF | 0.14% | 4,851 | $276K | No change |
| PEP Pepsico Inc. | 0.13% | 1,875 | $269K | Add +59.3% |
| AVGO Broadcom Inc. | 0.12% | 680 | $235K | No change |
| WMT Walmart Inc. | 0.11% | 1,952 | $217K | Add +11.4% |
| IBDX iShares Ibonds Dec 2032 TC | 0.11% | 8,495 | $217K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.10% | 8,140 | $213K | New |
| CL Colgate-Palmolive Co. | 0.10% | 2,659 | $210K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 607 | $204K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.10% | 7,530 | $200K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SCHX Schwab US Large-Cap ETF | Reduce -6.9% | 10.70% | −0.21 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -6.8% | 22.97% | −0.15 |
| SCHV Schwab US Large-Cap Value | Reduce -24.0% | 0.48% | −0.12 |
| IBTO iShares Ibonds Dec 2033 Tres | Sold out | 0.00% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.1% | 0.51% | −0.10 |
| IBDU iShares Ibonds Dec 2029 Term | Sold out | 0.00% | −0.09 |
| GRMN Garmin Ltd. | Sold out | 0.00% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.08 |
| IWS iShares Russell Mid-Cap Valu | Sold out | 0.00% | −0.07 |
| IBDV iShares Ibonds Dec 2030 Corp. | Sold out | 0.00% | −0.07 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.07 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.07 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.07 |
| VTHR Vanguard Russell 3000 | Sold out | 0.00% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.06 |
| IBDT iShares Ibonds Dec 2028 ETF | Sold out | 0.00% | −0.06 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.06 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.06 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.06 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.05 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.05 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 2.14% | −0.05 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.04 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.03 |
| EAOA iShares ESG Aware 80/20 Aggr | Sold out | 0.00% | −0.03 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.03 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.03 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.03 |
| DNP DNP Select Income Fund Inc. | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.03 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.03 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| MMM 3M Co. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.3% | 1.66% | −0.02 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| AVEM Avantis Emerging Markets Eq | Add +19590.7% | 1.04% | +1.03 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.9% | 7.68% | +0.54 |
| IBDY iShares Ibonds Dec 2033 Corp. | New | 0.10% | +0.10 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +234.1% | 0.14% | +0.10 |
| MSFT Microsoft Corp. | Add +86.4% | 0.21% | +0.09 |
| COST Costco Wholesale Corp. | Add +45.9% | 0.20% | +0.06 |
| PEP Pepsico Inc. | Add +59.3% | 0.13% | +0.05 |
| PG The Procter & Gamble Co. | Add +39.5% | 0.20% | +0.05 |
| JKHY Jack Henry & Associates Inc. | Add +0.1% | 0.16% | +0.03 |
| WMT Walmart Inc. | Add +11.4% | 0.11% | +0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +0.8% | 0.34% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 11 | $281before exit |
| GS Goldman Sachs Group Inc. | COM | Sold out | 0 | $131before exit |
| VRTX Vertex Pharmaceuticals Inc. | COM | Sold out | 0 | $82before exit |
| BKNG Booking Holdings Inc. | COM | Sold out | 0 | $74before exit |
| MAR Marriott International Class A | CL A | Sold out | 0 | $63before exit |
| BIIB Biogen Inc. | COM | Sold out | 0 | $41before exit |
| MCD McDonald's Corp. | COM | Sold out | 0 | $33before exit |
| NOW ServiceNow Inc. | COM | Sold out | 0 | $11before exit |
| XLRE SS Real Estate Select Sector | ST STR REAL ETF | Sold out | 0 | $4before exit |
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 |