Financial Planning Navigators CORP
Financial Planning Navigators CORP reported 70 holdings worth US$267M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
Financial Planning Navigators CORP reported 70 holdings worth US$267M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$267M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 8,217 | US$2.38M | 0.89% |
| Nvidia Corporation | 11,405 | US$2.28M | 0.85% |
| Alphabet Inc (google) Class C | 5,814 | US$2.08M | 0.78% |
| Amazon.com, Inc. | 5,230 | US$1.25M | 0.47% |
| Unitedhealth Group Incorporated | 2,156 | US$896K | 0.34% |
| Broadcom Inc. | 2,348 | US$887K | 0.33% |
| Tesla, Inc. | 1,728 | US$727K | 0.27% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,421 | US$679K | 0.25% |
| Microsoft Corp. | 1,671 | US$623K | 0.23% |
| Micron Technology, Inc. | 523 | US$604K | 0.23% |
| Eli Lilly And Company | 472 | US$566K | 0.21% |
| Meta Platforms, Inc. | 931 | US$524K | 0.20% |
| Advanced Micro Devices Inc | 796 | US$462K | 0.17% |
| Jp Morgan Chase & Co. | 1,404 | US$459K | 0.17% |
| Palantir Technologies Inc. | 3,715 | US$433K | 0.16% |
| Berkshire Hathaway Inc. | 830 | US$415K | 0.16% |
| Applied Materials, Inc. | 525 | US$380K | 0.14% |
| Exxon Mobil Corporation | 2,563 | US$350K | 0.13% |
| Cisco Systems, Inc. | 2,639 | US$310K | 0.12% |
| Visa Inc. | 863 | US$296K | 0.11% |
| Waystar Holding Corp. | 14,378 | US$295K | 0.11% |
| Johnson & Johnson | 1,136 | US$289K | 0.11% |
| Walmart Inc. | 2,451 | US$278K | 0.10% |
| Caterpillar, Inc. | 237 | US$252K | 0.09% |
| Asml Holding Nv | 125 | US$249K | 0.09% |
| Novartis Ag | 1,482 | US$232K | 0.09% |
| Intel Corporation | 1,596 | US$223K | 0.08% |
| Abbvie Inc. | 885 | US$223K | 0.08% |
| Lam Research Corporation | 508 | US$220K | 0.08% |
| Intuit Inc. | 819 | US$214K | 0.08% |
| Philip Morris International Inc | 1,172 | US$212K | 0.08% |
| 3m Company | 1,308 | US$212K | 0.08% |
| Ge Aerospace | 553 | US$207K | 0.08% |
| Verra Mobility Corporation | 12,017 | US$51,072 | 0.02% |
| Banco Bradesco Sa | 11,114 | US$38,566 | 0.01% |
| W&t Offshore, Inc. | 10,996 | US$34,637 | 0.01% |
| Wipro Limited | 11,281 | US$25,382 | <0.01% |
| Lg Display Co., Ltd | 0 | US$0 | 0.00% |
Source
View original at SEC
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