Nav Point Financial, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $234 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $21.8B, J P Morgan Exchange Traded Fd with a value of $21.3B, Capital Group Core Plus Income with a value of $14.9B, Investment Managers Ser Tr I with a value of $13.3B, and Jp Morgan ETF Tr Ultra Short I with a value of $12.8B.

Examining the 13F form we can see an increase of $43.3B in the current position value, from $191B to 234B.

Nav Point Financial, Inc. is based out at Prior Lake, MN

Below you can find more details about Nav Point Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $234 Billion
ETFs: $128 Billion
Technology: $15 Billion
Financial Services: $8.02 Billion
Consumer Cyclical: $4.38 Billion
Consumer Defensive: $2.89 Billion
Industrials: $1.1 Billion
Communication Services: $1.02 Billion
Energy: $998 Million
Other: $638 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $234 Billion
  • Prior Value $191 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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