Navigoe, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 268 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $18.1M, Dimensional ETF Tr Us Marketwi with a value of $14.6M, Dimensional ETF Tr U S Target with a value of $13.2M, Dimensional ETF Tr with a value of $12.9M, and Dimensional ETF Tr Dimensional with a value of $11.3M.
Examining the 13F form we can see an increase of $24.2M in the current position value, from $132M to 157M.
Navigoe, LLC is based out at Redondo Beach, CA
Below you can find more details about Navigoe, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$157 Million
ETFs: $125 Million
Technology: $5.18 Million
Financial Services: $5 Million
Communication Services: $2.5 Million
Energy: $1.32 Million
Healthcare: $1.3 Million
Consumer Cyclical: $968,000
Industrials: $666,000
Other: $551,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions