Financial Planning Navigators CORP - Portfolio Stock Holdings
Financial Planning Navigators CORP disclosed 81 stock positions in a recent SEC 13F filing. $274,354,992 of stock holdings were filed, with the largest holdings including VV, IDEV, and SCHM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $355,078,609 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
81Est. Stock Holding Value:
$274,354,992Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Planning Navigators CORP
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