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Colleen Wysong

Koesten, Hirschmann & Crabtree, Inc.

Assets Managed
$240.186M
Holdings
52
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
17.03%(2Q avg: 9%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Koesten, Hirschmann & Crabtree, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Koesten, Hirschmann & Crabtree, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 240.186M in assets, with a quarterly growth rate of 17.03% and a 2-quarter average growth rate of 9%. The portfolio is managed by Colleen Wysong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.59%
21.95%
$52.703M
1.695M shares@ $31.1 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 1.74%
17.7%
$42.507M
123,599 shares@ $343.91 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 5.78%
11.71%
$28.121M
92,772 shares@ $303.12 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -1.53%
10.94%
$26.254M
947,807 shares@ $27.7 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -1.39%
9.74%
$23.382M
794,508 shares@ $29.44 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.56%
7.53%
$18.082M
187,226 shares@ $96.58 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.1%
1.97%
$4.712M
31,771 shares@ $148.32 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.57%
1.95%
$4.682M
6,252 shares@ $748.93 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 32.27%
1.9%
$4.56M
47,256 shares@ $96.5 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -2.81%
1.88%
$4.501M
54,336 shares@ $82.85 avg price

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