Financial Planning Navigators CORP
Financial Planning Navigators CORP reported 72 holdings worth US$274M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Financial Planning Navigators CORP reported 72 holdings worth US$274M as of Sep 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$274M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 8,420 | US$2.8M | 1.0% |
| Nvidia Corporation | 11,984 | US$2.74M | 1.00% |
| Alphabet Inc (google) Class C | 6,041 | US$2.07M | 0.75% |
| Microsoft Corp. | 3,066 | US$1.57M | 0.57% |
| Amazon.com, Inc. | 5,544 | US$1.38M | 0.50% |
| Broadcom Inc. | 2,454 | US$862K | 0.31% |
| Meta Platforms, Inc. | 1,046 | US$759K | 0.28% |
| Palantir Technologies Inc. | 3,651 | US$683K | 0.25% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,381 | US$630K | 0.23% |
| Tesla, Inc. | 1,708 | US$606K | 0.22% |
| Unitedhealth Group Incorporated | 1,641 | US$602K | 0.22% |
| Micron Technology, Inc. | 565 | US$602K | 0.22% |
| Advanced Micro Devices Inc | 983 | US$601K | 0.22% |
| Eli Lilly And Company | 485 | US$561K | 0.20% |
| Jp Morgan Chase & Co. | 1,542 | US$510K | 0.19% |
| Berkshire Hathaway Inc. | 810 | US$403K | 0.15% |
| Waystar Holding Corp. | 13,495 | US$342K | 0.12% |
| Johnson & Johnson | 1,289 | US$341K | 0.12% |
| Visa Inc. | 928 | US$334K | 0.12% |
| 3m Company | 1,864 | US$306K | 0.11% |
| Applied Materials, Inc. | 577 | US$295K | 0.11% |
| Cisco Systems, Inc. | 2,664 | US$287K | 0.10% |
| Walmart Inc. | 2,678 | US$278K | 0.10% |
| Intel Corporation | 2,230 | US$268K | 0.10% |
| Sk Hynix Inc. | 1,372 | US$253K | 0.09% |
| Abbvie Inc. | 920 | US$241K | 0.09% |
| Philip Morris International Inc | 1,182 | US$226K | 0.08% |
| Asml Holding Nv | 124 | US$225K | 0.08% |
| Coca-cola Company (the) | 2,430 | US$209K | 0.08% |
| Intuit Inc. | 750 | US$207K | 0.08% |
| W&t Offshore, Inc. | 11,354 | US$40,534 | 0.01% |
| Lg Display Co., Ltd | 13,718 | US$40,468 | 0.01% |
| Companhia Siderurgica Nacional | 28,618 | US$30,335 | 0.01% |
| Uwm Holdings Corporation | 14,512 | US$17,124 | <0.01% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Ge Aerospace | 0 | US$0 | 0.00% |
| Lam Research Corporation | 0 | US$0 | 0.00% |
| Novartis Ag | 0 | US$0 | 0.00% |
| Verra Mobility Corporation | 0 | US$0 | 0.00% |
| Wipro Limited | 0 | US$0 | 0.00% |
| Banco Bradesco Sa | 0 | US$0 | 0.00% |
Source
View original at SEC
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