§ 13F · FUND PROFILE
Financial Planning Navigators CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 47Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$217.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | 171K | $53.9T | 24.8% | NEW |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 721K | $45.1T | 20.7% | NEW |
| 3 | SCHM | SCHWAB STRATEGIC TR | 740K | $22.3T | 10.2% | NEW |
| 4 | DFEM | DIMENSIONAL ETF TRUST | 474K | $15.7T | 7.2% | NEW |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 173K | $8.4T | 3.8% | NEW |
| 6 | STIP | ISHARES TR | 82K | $8.4T | 3.8% | NEW |
| 7 | AGG | ISHARES TR | 83K | $8.3T | 3.8% | NEW |
| 8 | SPIB | SPDR SERIES TRUST | 245K | $8.3T | 3.8% | NEW |
| 9 | JBND | J P MORGAN EXCHANGE TRADED F | 152K | $8.2T | 3.8% | NEW |
| 10 | CEF | SPROTT ASSET MANAGEMENT LP | 108K | $4.9T | 2.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Planning Navigators CORP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed