Financial Planning Navigators Corp Portfolio Holdings

Financial Planning Navigators Corp has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $218 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $53.9B, Vanguard Ftse Developed Market with a value of $45.1B, Schwab Strategic U.S. Mid Cap with a value of $22.3B, Dimensional ETF Tr Emerging Mk with a value of $15.7B, and Vanguard Total International B with a value of $8.36B.

Examining the 13F form we can see an increase of $218B in the current position value.

Financial Planning Navigators Corp is based out at Maple Grove, MN

Below you can find more details about Financial Planning Navigators Corp portfolio as well as his latest detailed transactions.