StockDriftsStockDriftsTop 50 Financial Planning Navigators CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VV | VANGUARD INDEX FDS | 23.53% | 183.4K | $64.5M | +1.58%(+2.85K) | $311.79(+13.33%) | 2026-09-30 | |
| IDEV | ISHARES TR | 18.62% | 571.0K | $51.1M | new | $89.25(-0.27%) | 2026-09-30 | |
| SCHM | SCHWAB STRATEGIC TR | 9.22% | 743.7K | $25.3M | +1.76%(+12.83K) | $29.96(+14.03%) | 2026-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.76% | 466.7K | $18.5M | +3.57%(+16.09K) | $32.85(+15.94%) | 2026-09-30 | |
| STIP | ISHARES TR | 3.45% | 95.0K | $9.5M | +4.23%(+3.85K) | $102.79(-2.24%) | 2026-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.42% | 200.0K | $9.4M | +3.45%(+6.68K) | $48.77(-3.57%) | 2026-09-30 | |
| SPIB | SPDR SERIES TRUST | 3.39% | 288.4K | $9.3M | +3.63%(+10.10K) | $33.78(-4.13%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.38% | 181.2K | $9.3M | +3.81%(+6.66K) | $53.99(-4.80%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.37% | 97.8K | $9.2M | +3.89%(+3.66K) | $99.84(-4.73%) | 2026-09-30 | |
| GLDM | WORLD GOLD TR | 2.36% | 78.6K | $6.5M | +3.67%(+2.78K) | $84.24(-2.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.81% |
Financial Planning Navigators CORP reports $274.36M in US-listed equity holdings across 72 positions in its most recent 13F filing. Its largest disclosed positions are VV (23.5%), IDEV (18.6%) and SCHM (9.2%). The top 20 holdings account for 89.35% of reported assets. Its disclosed equity book has returned +8.63% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Planning Navigators CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2102043). View Financial Planning Navigators CORP’s 13F filings on SEC