Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $5.25M | 4.6% |
| iShares TRSHRT NAT MUN ETF | SHRT NAT MUN ETF | $4.73M | 4.2% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $4.04M | 3.6% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $3.91M | 3.5% |
| iShares TRISHS 5-10YR INVT | ISHS 5-10YR INVT | $3.86M | 3.4% |
| Apple Inc.COM | COM | $3.61M | 3.2% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $3.12M | 2.8% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $3.06M | 2.7% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $2.77M | 2.5% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $2.66M | 2.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.02M | 1.8% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $2M | 1.8% |
| Microsoft Corp.COM | COM | $1.97M | 1.7% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $1.91M | 1.7% |
| Wisdomtree TRUS SMALLCAP DIVD | US SMALLCAP DIVD | $1.74M | 1.5% |
| iShares TRCORE HIGH DV ETF | CORE HIGH DV ETF | $1.67M | 1.5% |
| Johnson & JohnsonCOM | COM | $1.59M | 1.4% |
| Nvidia CorporationCOM | COM | $1.5M | 1.3% |
| SPDR Series TrustST STR SP BIOT | ST STR SP BIOT | $1.38M | 1.2% |
| iShares TRINTL SEL DIV ETF | INTL SEL DIV ETF | $1.33M | 1.2% |
| Broadcom Inc.COM | COM | $1.32M | 1.2% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $1.16M | 1.0% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $1.16M | 1.0% |
| iShares TRCORE MSCI EURO | CORE MSCI EURO | $1.15M | 1.0% |
| SPDR Series TrustST LON TREAS ETF | ST LON TREAS ETF | $1.08M | 1.0% |
| iShares TRCORE MSCI PAC | CORE MSCI PAC | $1.07M | 0.9% |
| Eli Lilly & COCOM | COM | $1.06M | 0.9% |
| Cisco Sys Inc.COM | COM | $1.05M | 0.9% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $1.04M | 0.9% |
| JPMORGAN Chase & COCOM | COM | $988K | 0.9% |
| Pimco ETF TR0-5 HIGH YIELD | 0-5 HIGH YIELD | $945K | 0.8% |
| Amazon Com Inc.COM | COM | $913K | 0.8% |
| iShares TRMORNINGSTAR GRWT | MORNINGSTAR GRWT | $800K | 0.7% |
| Vertiv Holdings COCOM CL A | COM CL A | $772K | 0.7% |
| Franklin Templeton ETF TRUS DIVID BOOSTER | US DIVID BOOSTER | $765K | 0.7% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $756K | 0.7% |
| Abbvie Inc.COM | COM | $744K | 0.7% |
| Host Hotels & Resorts Inc.COM | COM | $720K | 0.6% |
| iShares TRBROAD USD HIGH | BROAD USD HIGH | $697K | 0.6% |
| Caterpillar Inc.COM | COM | $662K | 0.6% |
| Bondbloxx ETF TrustJP MOR USD 1 ETF | JP MOR USD 1 ETF | $658K | 0.6% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $644K | 0.6% |
| Visa Inc.COM CL A | COM CL A | $637K | 0.6% |
| Costco Wholesale CorporationCOM | COM | $623K | 0.6% |
| Lam Research Corp.COM NEW | COM NEW | $609K | 0.5% |
| Hewlett Packard Enterprise CCOM | COM | $582K | 0.5% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $573K | 0.5% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $572K | 0.5% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $567K | 0.5% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $565K | 0.5% |
iShares TRCORE US AGGBD ET$5.25M
- Class
- CORE US AGGBD ET
- Share
- 4.6%
iShares TRSHRT NAT MUN ETF$4.73M
- Class
- SHRT NAT MUN ETF
- Share
- 4.2%
iShares TRCORE S&P500 ETF$4.04M
- Class
- CORE S&P500 ETF
- Share
- 3.6%
iShares TRMSCI ACWI EX US$3.91M
- Class
- MSCI ACWI EX US
- Share
- 3.5%
iShares TRISHS 5-10YR INVT$3.86M
- Class
- ISHS 5-10YR INVT
- Share
- 3.4%
Apple Inc.COM$3.61M
- Class
- COM
- Share
- 3.2%
iShares TRRUS 1000 GRW ETF$3.12M
- Class
- RUS 1000 GRW ETF
- Share
- 2.8%
iShares TRRUS 1000 VAL ETF$3.06M
- Class
- RUS 1000 VAL ETF
- Share
- 2.7%
Abrdn ETFSBBRG ALL COMD K1$2.77M
- Class
- BBRG ALL COMD K1
- Share
- 2.5%
iShares TR1 3 YR TREAS BD$2.66M
- Class
- 1 3 YR TREAS BD
- Share
- 2.3%
Alphabet Inc.CAP STK CL A$2.02M
- Class
- CAP STK CL A
- Share
- 1.8%
iShares TRNATIONAL MUN ETF$2M
- Class
- NATIONAL MUN ETF
- Share
- 1.8%
Microsoft Corp.COM$1.97M
- Class
- COM
- Share
- 1.7%
SPDR Series TrustST STR P500ETF$1.91M
- Class
- ST STR P500ETF
- Share
- 1.7%
Wisdomtree TRUS SMALLCAP DIVD$1.74M
- Class
- US SMALLCAP DIVD
- Share
- 1.5%
iShares TRCORE HIGH DV ETF$1.67M
- Class
- CORE HIGH DV ETF
- Share
- 1.5%
Johnson & JohnsonCOM$1.59M
- Class
- COM
- Share
- 1.4%
Nvidia CorporationCOM$1.5M
- Class
- COM
- Share
- 1.3%
SPDR Series TrustST STR SP BIOT$1.38M
- Class
- ST STR SP BIOT
- Share
- 1.2%
iShares TRINTL SEL DIV ETF$1.33M
- Class
- INTL SEL DIV ETF
- Share
- 1.2%
Broadcom Inc.COM$1.32M
- Class
- COM
- Share
- 1.2%
iShares Inc.CORE MSCI EMKT$1.16M
- Class
- CORE MSCI EMKT
- Share
- 1.0%
Invesco Exchange Traded FD TS&P500 EQL WGT$1.16M
- Class
- S&P500 EQL WGT
- Share
- 1.0%
iShares TRCORE MSCI EURO$1.15M
- Class
- CORE MSCI EURO
- Share
- 1.0%
SPDR Series TrustST LON TREAS ETF$1.08M
- Class
- ST LON TREAS ETF
- Share
- 1.0%
iShares TRCORE MSCI PAC$1.07M
- Class
- CORE MSCI PAC
- Share
- 0.9%
Eli Lilly & COCOM$1.06M
- Class
- COM
- Share
- 0.9%
Cisco Sys Inc.COM$1.05M
- Class
- COM
- Share
- 0.9%
iShares TRUS TREAS BD ETF$1.04M
- Class
- US TREAS BD ETF
- Share
- 0.9%
JPMORGAN Chase & COCOM$988K
- Class
- COM
- Share
- 0.9%
Pimco ETF TR0-5 HIGH YIELD$945K
- Class
- 0-5 HIGH YIELD
- Share
- 0.8%
Amazon Com Inc.COM$913K
- Class
- COM
- Share
- 0.8%
iShares TRMORNINGSTAR GRWT$800K
- Class
- MORNINGSTAR GRWT
- Share
- 0.7%
Vertiv Holdings COCOM CL A$772K
- Class
- COM CL A
- Share
- 0.7%
Franklin Templeton ETF TRUS DIVID BOOSTER$765K
- Class
- US DIVID BOOSTER
- Share
- 0.7%
iShares TRSELECT DIVID ETF$756K
- Class
- SELECT DIVID ETF
- Share
- 0.7%
Abbvie Inc.COM$744K
- Class
- COM
- Share
- 0.7%
Host Hotels & Resorts Inc.COM$720K
- Class
- COM
- Share
- 0.6%
iShares TRBROAD USD HIGH$697K
- Class
- BROAD USD HIGH
- Share
- 0.6%
Caterpillar Inc.COM$662K
- Class
- COM
- Share
- 0.6%
Bondbloxx ETF TrustJP MOR USD 1 ETF$658K
- Class
- JP MOR USD 1 ETF
- Share
- 0.6%
Vanguard Index FdsREAL ESTATE ETF$644K
- Class
- REAL ESTATE ETF
- Share
- 0.6%
Visa Inc.COM CL A$637K
- Class
- COM CL A
- Share
- 0.6%
Costco Wholesale CorporationCOM$623K
- Class
- COM
- Share
- 0.6%
Lam Research Corp.COM NEW$609K
- Class
- COM NEW
- Share
- 0.5%
Hewlett Packard Enterprise CCOM$582K
- Class
- COM
- Share
- 0.5%
Vanguard Index FdsGROWTH ETF$573K
- Class
- GROWTH ETF
- Share
- 0.5%
iShares TRCORE MSCI EAFE$572K
- Class
- CORE MSCI EAFE
- Share
- 0.5%
Vanguard Whitehall FdsHIGH DIV YLD$567K
- Class
- HIGH DIV YLD
- Share
- 0.5%
Vanguard Index FdsS&P 500 ETF SHS$565K
- Class
- S&P 500 ETF SHS
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 152 positions by value, with holdings of the same security combined. The 152 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2090165
- File number
- 028-25801
- Options
- 0 call, 0 put
- In the 25 largest
- 53.1%
- Prior quarter
- $99M at 31 March 2026
- Positions opened
- 24
- Positions closed
- 10
Common questions
What are Kristen E. Coombs’ 13F holdings worth?
$113 million across 152 positions for the quarter ended 30 June 2026.
What is Kristen E. Coombs’ largest 13F holding?
ISHARES TR (CORE US AGGBD ET) was the largest position at $5.25 million, or 4.6% of reported 13F value, as of 30 June 2026.
How concentrated is Kristen E. Coombs’ 13F portfolio?
The ten largest positions accounted for 32.7% of reported value and the twenty-five largest for 53.1%, across 152 positions as of 30 June 2026.
Does Form 13F show everything Kristen E. Coombs manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Kristen E. Coombs file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.