Financial Planning Navigators CORP - Portfolio Stock Holdings
Financial Planning Navigators CORP disclosed 72 stock positions in a recent SEC 13F filing. $267,186,916 of stock holdings were filed, with the largest holdings including VV, VEA, and SCHM. This filing represented positions held on June 30, 2026, and was filed on July 28, 2026.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:
June 30, 2026No. of Stocks:
72Est. Stock Holding Value:
$267,186,916Top Stock Holdings By Sector
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Portfolio Stock Holdings - Financial Planning Navigators CORP
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