Koesten, Hirschmann & Crabtree, INC.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Koesten, Hirschmann & Crabtree, INC. reported 41 stock positions worth $205.2 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, 17.7%) and Schwab Intl Equity ETF (SCHF, 11.6%). Compared with Q4 2025, it sold out of 1, added to 12 and reduced 12. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +4%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001963421
- Portfolio Value
- $205.2M (Q1 2026)
- SEC Filing
- 0002072075-26-000004 ↗ filed Apr 15, 2026
Holdings Value
Holdings 41 stocks · $205.2M
| FNDX Schwab Fndmntl US LRG Co. ETF | 23.13% | 1,704,754 | $47.5M | Reduce -0.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 17.69% | 121,493 | $36.3M | Add +2.8% |
| SCHF Schwab Intl Equity ETF | 11.61% | 962,569 | $23.8M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.19% | 87,707 | $23.0M | Add +3.5% |
| SCHX Schwab US Large-Cap ETF | 10.07% | 805,708 | $20.7M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 7.97% | 180,800 | $16.4M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 2.02% | 6,352 | $4.1M | No change |
| IJR iShares Core S&P Small-Cap E | 1.95% | 32,125 | $4.0M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 1.90% | 55,907 | $3.9M | Reduce -3.8% |
| SCHA Schwab US Small-Cap ETF | 1.67% | 118,002 | $3.4M | Reduce -0.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 1.56% | 97,436 | $3.2M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 1.40% | 35,729 | $2.9M | Add +30.5% |
| AAPL Apple Inc. | 1.08% | 8,733 | $2.2M | Reduce -4.2% |
| SCHM Schwab US Mid Cap ETF | 0.88% | 58,449 | $1.8M | No change |
| ADTN Adtran Holdings Inc. | 0.52% | 84,854 | $1.1M | Add +20.4% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 15,710 | $1.1M | Reduce -0.8% |
| SCHV Schwab US Large-Cap Value | 0.48% | 32,231 | $983K | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 13,251 | $849K | No change |
| NFLX Netflix Inc. | 0.34% | 7,302 | $702K | Add +3.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.34% | 33,002 | $691K | Add +0.7% |
| IVE iShares S&P 500 Value ETF | 0.23% | 2,255 | $476K | No change |
| IUSV iShares Core S&P U.S. Value | 0.21% | 4,294 | $439K | Reduce -6.5% |
| PG The Procter & Gamble Co. | 0.21% | 2,923 | $422K | Add +2.0% |
| COST Costco Wholesale Corp. | 0.20% | 402 | $400K | Reduce -15.7% |
| IVW iShares S&P 500 Growth ETF | 0.19% | 3,528 | $399K | Reduce -12.0% |
| MSFT Microsoft Corp. | 0.19% | 1,051 | $389K | Add +20.0% |
| UMBF Umb Financial Corp. | 0.19% | 3,387 | $382K | No change |
| PPA Invesco Aerospace & Defense | 0.17% | 2,145 | $355K | No change |
| TSLA Tesla Inc. | 0.17% | 939 | $349K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 6,965 | $347K | No change |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.15% | 11,550 | $301K | Add +4.8% |
| PEP Pepsico Inc. | 0.14% | 1,875 | $291K | No change |
| USRT iShares Core US REIT ETF | 0.14% | 4,851 | $287K | No change |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.14% | 1,790 | $283K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 408 | $266K | No change |
| WMT Walmart Inc. | 0.12% | 1,952 | $243K | No change |
| CL Colgate-Palmolive Co. | 0.11% | 2,659 | $227K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.10% | 8,495 | $215K | No change |
| AVGO Broadcom Inc. | 0.10% | 680 | $210K | No change |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.10% | 8,140 | $210K | No change |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.10% | 7,530 | $205K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 10.07% | −0.63 |
| AAPL Apple Inc. | Reduce -4.2% | 1.08% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Reduce -12.0% | 0.19% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -3.8% | 1.90% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -6.5% | 0.21% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -15.7% | 0.20% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.8% | 0.52% | +0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -1.3% | 0.48% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.7% | 1.67% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.1% | 1.95% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -0.7% | 23.13% | +0.16 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 11.61% | +0.19 |
Portfolio Buys Q4 2025 → Q1 2026
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.5% | 11.19% | +0.45 |
| AVEM Avantis Emerging Markets Eq | Add +30.5% | 1.40% | +0.37 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.6% | 7.97% | +0.30 |
| ADTN Adtran Holdings Inc. | Add +20.4% | 0.52% | +0.22 |
| NFLX Netflix Inc. | Add +3.0% | 0.34% | +0.01 |
| PG The Procter & Gamble Co. | Add +2.0% | 0.21% | +0.00 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +4.8% | 0.15% | +0.00 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +0.7% | 0.34% | −0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 1.56% | −0.00 |
| MSFT Microsoft Corp. | Add +20.0% | 0.19% | −0.02 |
| JKHY Jack Henry & Associates Inc. | Add +0.1% | 0.14% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +2.8% | 17.69% | −0.61 |
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 |