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Financial Planning Navigators CORP 13F holdings

Filed 2026-07-28 · Financial Planning Navigators CORP · 70 positions · $267.2M

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TickerCompanySharesValue% of portfolio
VVVANGUARD INDEX FDS180.6K$62.1M23.2%
VEAVANGUARD TAX-MANAGED FDS711.3K$50.7M19.0%
SCHMSCHWAB STRATEGIC TR730.9K$26.9M10.1%
DFEMDIMENSIONAL ETF TRUST450.6K$18.3M6.9%
BNDXVANGUARD CHARLOTTE FDS193.3K$9.4M3.5%
JBNDJ P MORGAN EXCHANGE TRADED F174.5K$9.3M3.5%
AGGISHARES TR94.2K$9.3M3.5%
SPIBSPDR SERIES TRUST278.3K$9.3M3.5%
STIPISHARES TR91.1K$9.3M3.5%
VTEBVANGUARD MUN BD FDS130.6K$6.6M2.5%
GLDMWORLD GOLD TR75.9K$6.0M2.3%
IEFAISHARES TR47.4K$4.6M1.7%
DFASDIMENSIONAL ETF TRUST50.4K$4.1M1.6%
VEUVANGUARD INTL EQUITY INDEX F39.3K$3.3M1.2%
SPYMSPDR SERIES TRUST31.9K$2.8M1.0%
AAPLAPPLE INC8.2K$2.4M0.9%
NVDANVIDIA CORPORATION11.4K$2.3M0.9%
CEFSPROTT ASSET MANAGEMENT LP55.5K$2.2M0.8%
MUNIPIMCO ETF TR36.9K$1.9M0.7%
VTIPVANGUARD MALVERN FDS26.7K$1.3M0.5%
VOVANGUARD INDEX FDS16.5K$1.3M0.5%
IVVISHARES TR1.7K$1.3M0.5%
AMZNAMAZON COM INC5.2K$1.2M0.5%
GOOGLALPHABET INC3.3K$1.2M0.4%
CGGOCAPITAL GROUP GBL GROWTH EQT27.1K$1.1M0.4%
IJHISHARES TR14.9K$1.1M0.4%
IAGGISHARES TR20.6K$1.0M0.4%
GOOGALPHABET INC2.6K$909,2070.3%
UNHUNITEDHEALTH GROUP INC2.2K$896,0980.3%
AVGOBROADCOM INC2.3K$886,7940.3%
VOOVANGUARD INDEX FDS1.2K$836,1810.3%
TSLATESLA INC1.7K$726,7970.3%
SCHGSCHWAB STRATEGIC TR20.4K$691,8090.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.4K$678,6270.3%
MSFTMICROSOFT CORP1.7K$623,4990.2%
MUMICRON TECHNOLOGY INC523$603,8980.2%
VTVVANGUARD INDEX FDS2.6K$570,4740.2%
LLYELI LILLY & CO472$566,1940.2%
METAMETA PLATFORMS INC931$524,4720.2%
VTVANGUARD INTL EQUITY INDEX F3.1K$483,8800.2%
AMDADVANCED MICRO DEVICES INC796$462,4040.2%
JPMJPMORGAN CHASE & CO1.4K$459,4950.2%
PLTRPALANTIR TECHNOLOGIES INC3.7K$433,4290.2%
BRK-BBERKSHIRE HATHAWAY INC DEL830$415,3240.2%
AMATAPPLIED MATLS INC525$379,7260.1%
CGXUCAPITAL GROUP INTL FOCUS EQT10.2K$352,3400.1%
EXMOCEXXON MOBIL CORP2.6K$350,4000.1%
IWRISHARES TR2.9K$315,0740.1%
CSCOCISCO SYS INC2.6K$309,9910.1%
VVISA INC863$296,1330.1%
WAYWAYSTAR HLDG CORP14.4K$295,1800.1%
JNJJOHNSON & JOHNSON1.1K$288,5900.1%
WMTWALMART INC2.5K$277,5760.1%
CATCATERPILLAR INC237$252,4470.1%
ASMLASML HLDG NV125$248,6800.1%
BITOPROSHARES TR29.8K$237,8840.1%
NVSNOVARTIS AG1.5K$232,2590.1%
SCHASCHWAB STRATEGIC TR6.3K$227,7330.1%
INTCINTEL CORP1.6K$222,8490.1%
ABBVABBVIE INC885$222,6060.1%
Top Fund Holdings
13F
Top Fund Holdings

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