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Financial Planning Navigators CORP

Latest statistics and disclosures from Financial Planning Navigators CORP's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002102043

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Positions held by Financial Planning Navigators CORP consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Planning Navigators CORP

Financial Planning Navigators CORP holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Large Cap Etf (VV)	24.8	$54M	171k	314.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	20.7	$45M	722k	62.47	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	10.2	$22M	741k	30.07	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.2	$16M	474k	33.08	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.8	$8.4M	173k	48.32	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	3.8	$8.4M	82k	102.39	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$8.3M	83k	99.88	View chart
Spdr Series Trust State Street Spd (SPIB)	3.8	$8.3M	245k	33.81	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	3.8	$8.2M	152k	54.07	View chart
Sprott Asset Management Physical Gold An (CEF)	2.3	$4.9M	108k	45.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.0	$4.3M	85k	50.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.3	$2.8M	32k	89.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$2.5M	33k	73.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$2.3M	33k	69.67	View chart
Spdr Series Trust State Street Spd (SPLG)	0.7	$1.6M	20k	80.22	View chart
Apple (AAPL)	0.7	$1.5M	5.6k	271.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$1.5M	28k	52.41	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	7.3k	186.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$1.2M	4.2k	290.22	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M	2.5k	483.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.2M	1.7k	684.98	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.5	$1.0M	30k	34.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$928k	19k	49.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$893k	1.4k	627.34	View chart
Amazon (AMZN)	0.4	$809k	3.5k	230.82	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$765k	12k	66.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$755k	5.4k	141.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$684k	21k	32.62	View chart
Palantir Technologies Cl A (PLTR)	0.3	$664k	3.7k	177.75	View chart
Broadcom (AVGO)	0.3	$660k	1.9k	346.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$655k	2.1k	313.04	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$613k	2.0k	313.84	View chart
Tesla Motors (TSLA)	0.3	$596k	1.3k	449.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$594k	12k	50.01	View chart
Meta Platforms Cl A (META)	0.2	$518k	785.00	660.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$505k	2.6k	190.97	View chart
Eli Lilly & Co. (LLY)	0.2	$363k	338.00	1074.85	View chart
JPMorgan Chase & Co. (JPM)	0.1	$321k	996.00	322.14	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$301k	10k	29.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$299k	984.00	303.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$286k	568.00	502.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$279k	2.9k	96.27	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$231k	4.7k	49.65	View chart
Wal-Mart Stores (WMT)	0.1	$205k	1.8k	111.40	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$46k	16k	2.84	View chart
Edap Tms S A Sponsored Adr (EDAP)	0.0	$33k	10k	3.29	View chart
W&T Offshore (WTI)	0.0	$17k	10k	1.63	View chart

Past Filings by Financial Planning Navigators CORP

SEC 13F filings are viewable for Financial Planning Navigators CORP going back to 2025

Financial Planning Navigators CORP 2025 Q4 filed Jan. 16, 2026

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