Napier Financial, LLC - Portfolio Stock Holdings
Napier Financial, LLC disclosed 630 stock positions in a recent SEC 13F filing. $479,322,047 of stock holdings were filed, with the largest holdings including IWB, IVV, and EFA. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $550,102,744 and has 13 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:
630Est. Stock Holding Value:
$479,322,047Top Stock Holdings By Sector
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Portfolio Stock Holdings - Napier Financial, LLC
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Stock
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% of Portfolio
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