Financial Planning Navigators CORP
Financial Planning Navigators CORP reported 70 positions worth $267.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VV (23.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VV | SH | $62.1M | 23.25% | 180,597 | — | — | |
| ▸ 2 | VEA | SH | $50.7M | 18.97% | 711,256 | — | — | |
| ▸ 3 | SCHM | SH | $26.9M | 10.09% | 730,881 | — | — | |
| ▸ 4 | DFEM | SH | $18.3M | 6.85% | 450,591 | — | — | |
| ▸ 5 | BNDX | SH | $9.4M | 3.50% | 193,302 | — | — | |
| ▸ 6 | JBND | SH | $9.3M | 3.49% | 174,507 | — | — | |
| ▸ 7 | AGG | SH | $9.3M | 3.49% | 94,162 | — | — | |
| ▸ 8 | SPIB | SH | $9.3M | 3.48% | 278,312 | — | — | |
| ▸ 9 | STIP | SH | $9.3M | 3.48% | 91,095 | — | — | |
| ▸ 10 | VTEB | SH | $6.6M | 2.47% | 130,562 | — | — |
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Frequently Asked Questions
What stocks does Financial Planning Navigators CORP hold as of Q2 2026?
Financial Planning Navigators CORP reported 70 positions worth $267.2M in its Q2 2026 13F filing. Largest positions: VV (23.2%), VEA (19.0%), SCHM (10.1%), DFEM (6.9%) and BNDX (3.5%).
What did Financial Planning Navigators CORP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Financial Planning Navigators CORP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.