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Koesten, Hirschmann & Crabtree, Inc.
Koesten, Hirschmann & Crabtree, Inc., now operating as Aspyre Wealth Partners, is a Kansas-based, SEC-registered investment advisory and wealth management firm founded in 1997. The company specializes in comprehensive financial planning, investment management, and advisory services for executives, professionals, and families, helping clients in the U.S. align investment strategies with life and career goals. The firm integrates tax, retirement, and estate planning with portfolio management through a personalized, life-centered approach. Employee count information is not specifically stated.
Investment Strategy
Aspyre Wealth Partners, formerly Koesten, Hirschmann & Crabtree, Inc., employs a diversified, client-centric investment strategy focusing on ETF and index fund allocations, with a core emphasis on aligning wealth and investments to clients' broader life and career objectives. Their approach combines evidence-based investing, ongoing financial planning, and a long-term outlook designed to achieve clients’ goals, integrating aspects of tax, estate, and cash flow management. The firm prioritizes transparency and holistic wealth management over high-frequency trading or opportunistic speculation.
Latest 13F Filing Activity
Koesten, Hirschmann & Crabtree, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 343 equity positions with a total 13F market value of $193M. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, Vanguard Index FDS among other positions. Koesten, Hirschmann & Crabtree, Inc. reduced exposure to SPDR Ser TR, Colgate Palmolive Co., Ishares TR among others.
Top Holdings
Equity Positions (343)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FNDX | SCHWAB STRATEGIC TR | 23.50% | $45.4M | 1,850,958 | $18.27 | $24.54 | +$2.8M |
V VV | VANGUARD INDEX FDS | 17.15% | $33.1M | 116,185 | $199.51 | $285.30 | +$4.4M |
S SCHF | SCHWAB STRATEGIC TR | 11.24% | $21.7M | 983,587 | $16.24 | $22.10 | +$2.0M |
S SCHX | SCHWAB STRATEGIC TR | 11.14% | $21.5M | 881,334 | $15.35 | $24.44 | +$2.2M |
V VB | VANGUARD INDEX FDS | 10.40% | $20.1M | 84,856 | $203.07 | $236.98 | +$2.3M |
Industry Allocation
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