Financial Planning Navigators Corp Portfolio Holdings by Sector

Financial Planning Navigators Corp

$218 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VV VEA SCHM DFEM BNDX STIP AGG SPIB 26 stocks	$194 Million 92.8% of portfolio	26	-	26	-	0 Calls 0 Puts
Asset Management \| Financial Services CEF 1 stocks	$4.93 Million 2.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$2.32 Million 1.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR 2 stocks	$1.86 Million 0.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$1.79 Million 0.85% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.52 Million 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$809,255 0.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$596,329 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$363,298 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

Banks—Diversified \| Financial Services JPM 1 stocks	$320,856 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$285,505 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$204,524 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Information Technology Services \| Technology WIT 1 stocks	$45,826 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare EDAP 1 stocks	$33,041 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy WTI 1 stocks	$16,800 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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