Financial Planning Navigators CORP

CIK 2102043 · View on SEC EDGAR ↗

Portfolio value
$267.2M
#5,530 of 9,443 by 13F value · top 58.6%
Positions
70
As of
June 30, 2026

Portfolio value QoQ: +17.1% 13F does not disclose cash

Top 10 holdings weight
79.08%
Top 25 holdings weight
92.99%
Positions above 1%
15
Effective number of positions
8.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.26% Est. buys $21,908,736 · sells $5,603,917

New positions
21
Increased
33
Decreased
14
Closed
2
On this page

Sector breakdown

Technology
3.6%
Communication Services
1.0%
Healthcare
1.0%
Retail
0.6%
Consumer Discretionary
0.3%
Industrials
0.3%
Financials
0.2%
Energy
0.1%
Communications
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
Other/Unmapped
92.7%

Full portfolio 70 positions

Type Streak 8Q trend
VV $62,109,173 23.25% 180,597 $8,780,159 Up ×2
VEA $50,676,974 18.97% 711,256 $4,238,954 Down ×1
SCHM $26,947,568 10.09% 730,881 $3,851,784 Down ×1
DFEM $18,312,035 6.85% 450,591 $1,736,400 Down ×1
BNDX Vanguard Total International Bond ETF $9,361,633 3.50% 193,302 $822,531 Up ×2
JBND JPMorgan Active Bond ETF $9,336,143 3.49% 174,507 $843,868 Up ×2
AGG $9,320,151 3.49% 94,162 $811,437 Up ×2
SPIB $9,312,325 3.49% 278,312 $785,993 Up ×2
STIP $9,306,315 3.48% 91,095 $685,160 Up ×2
VTEB $6,603,808 2.47% 130,562 $1,361,898 Up ×2
GLDM $6,025,437 2.26% 75,868 Up ×1
IEFA $4,576,727 1.71% 47,388 $764,999 Up ×2
DFAS $4,148,586 1.55% 50,384 $780,876 Up ×2
VEU $3,294,641 1.23% 39,339 $570,839 Up ×2
SPYM $2,803,287 1.05% 31,899 $710,740 Up ×2
AAPL Apple Inc. - Common Stock $2,377,804 0.89% 8,217 $511,823 Up ×2
NVDA NVIDIA Corporation - Common Stock $2,282,037 0.85% 11,405 $539,772 Up ×2
CEF $2,233,355 0.84% 55,515 $-2,575,302 Down ×2
MUNI $1,941,178 0.73% 36,905 $198,606 Up ×2
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $1,339,223 0.50% 26,662 $116,042 Up ×2
VO $1,327,353 0.50% 16,475 $134,543 Up ×1
IVV $1,252,906 0.47% 1,673 $159,421 Down ×2
AMZN Amazon.com, Inc. - Common Stock $1,246,518 0.47% 5,230 $264,525 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $1,168,691 0.44% 3,270 $309,388 Up ×2
CGGO $1,148,942 0.43% 27,143 $223,375 Down ×2
IJH $1,146,249 0.43% 14,865 $220,858 Up ×2
IAGG $1,040,660 0.39% 20,566 $120,293 Up ×2
GOOG Alphabet Inc. - Class C Capital Stock $909,207 0.34% 2,573 $230,998 Up ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $896,098 0.34% 2,156 Up ×1
AVGO Broadcom Inc. - Common Stock $886,794 0.33% 2,348 $212,815 Up ×2
VOO $836,181 0.31% 1,217 $39,955 Down ×2
TSLA Tesla, Inc. - Common Stock $726,797 0.27% 1,728 $134,599 Up ×2
SCHG $691,809 0.26% 20,444 $80,675 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $678,627 0.25% 1,421 $318,034 Up ×2
MSFT Microsoft Corporation - Common Stock $623,499 0.23% 1,671 $-545,686 Down ×1
MU Micron Technology, Inc. - Common Stock $603,898 0.23% 523 Up ×1
VTV $570,474 0.21% 2,618 $55,313 Down ×2
LLY Eli Lilly and Company Common Stock $566,194 0.21% 472 $147,650 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $524,472 0.20% 931 $-79,175 Down ×1
VT $483,880 0.18% 3,083 $18,154 Down ×2
AMD Advanced Micro Devices, Inc. - Common Stock $462,404 0.17% 796 Up ×1
JPM JP Morgan Chase & Co. Common Stock $459,495 0.17% 1,404 $73,331 Up ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $433,429 0.16% 3,715 $-142,329 Down ×1
BRKB $415,324 0.16% 830 $61,195 Up ×2
AMAT Applied Materials, Inc. - Common Stock $379,726 0.14% 525 Up ×1
CGXU $352,340 0.13% 10,177 $52,210
XOM Exxon Mobil Corporation Common Stock $350,400 0.13% 2,563 $19,071 Up ×1
IWR $315,074 0.12% 2,856 $37,385
CSCO Cisco Systems, Inc. - Common Stock $309,991 0.12% 2,639 Up ×1
V Visa Inc. $296,133 0.11% 863 $52,487 Up ×1
WAY Waystar Holding Corp. - Common Stock $295,180 0.11% 14,378 Up ×1
JNJ Johnson & Johnson Common Stock $288,590 0.11% 1,136 $15,963 Up ×1
WMT Walmart Inc. - Common Stock $277,576 0.10% 2,451 $-39,808 Down ×1
CAT Caterpillar, Inc. Common Stock $252,447 0.09% 237 Up ×1
ASML ASML Holding N.V. - New York Registry Shares $248,680 0.09% 125 Up ×1
BITO $237,884 0.09% 29,810 Up ×1
NVS Novartis AG Common Stock $232,259 0.09% 1,482 $12,452 Up ×1
SCHA $227,733 0.09% 6,303 Up ×1
INTC Intel Corporation - Common Stock $222,849 0.08% 1,596 Up ×1
ABBV AbbVie Inc. Common Stock $222,606 0.08% 885 Up ×1
LRCX Lam Research Corporation - Common Stock $220,171 0.08% 508 Up ×1
INTU Intuit Inc. - Common Stock $213,759 0.08% 819 Up ×1
PM Philip Morris International Inc Common Stock $212,042 0.08% 1,172 Up ×1
MMM 3M Company Common Stock $211,813 0.08% 1,308 Up ×1
GE GE Aerospace Common Stock $206,729 0.08% 553 Up ×1
EDAP EDAP TMS S.A. - American Depositary Shares, each representing One Ordinary Share $56,213 0.02% 10,852 $18,745 Up ×2
VRRM Verra Mobility Corporation - Class A Common Stock $51,072 0.02% 12,017 Up ×1
BBD Banco Bradesco Sa American Depositary Shares $38,566 0.01% 11,114 Up ×1
WTI W&T Offshore, Inc. Common Stock $34,637 0.01% 10,996 $-2,662 Up ×2
WIT Wipro Limited Common Stock $25,382 0.01% 11,281

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
GLDM $6,025,437 75,868 2.26%
UNH $896,098 2,156 0.34%
MU $603,898 523 0.23%
AMD $462,404 796 0.17%
AMAT $379,726 525 0.14%
CSCO $309,991 2,639 0.12%
WAY $295,180 14,378 0.11%
CAT $252,447 237 0.09%
ASML $248,680 125 0.09%
BITO $237,884 29,810 0.09%
SCHA $227,733 6,303 0.09%
INTC $222,849 1,596 0.08%
ABBV $222,606 885 0.08%
LRCX $220,171 508 0.08%
INTU $213,759 819 0.08%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VV Bought more +2K +$8.8M
VEA Trimmed -13K +$4.2M
SCHM Trimmed -15K +$3.9M
CEF Trimmed -45K -$2.6M
DFEM Trimmed -29K +$1.7M
VTEB Bought more +25K +$1.4M
JBND Bought more +17K +$844K
BNDX Bought more +16K +$823K
AGG Bought more +8K +$811K
SPIB Bought more +24K +$786K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
IBIT June 30, 2026 5,516 $211,925
WIT March 31, 2026 16,136 $45,826 -8.5%
LPL June 30, 2026 10,366 $40,220 -14.0%