Financial Planning Navigators Corp Top Holdings and 13F Report (2026) About Financial Planning Navigators CorpInvestment ActivityFinancial Planning Navigators Corp has $228.14 million in total holdings as of March 31, 2026.Financial Planning Navigators Corp owns shares of 51 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.47% of the portfolio was purchased this quarter.About 0.35% of the portfolio was sold this quarter.This quarter, Financial Planning Navigators Corp has purchased 47 new stocks and bought additional shares in 36 stocks.Financial Planning Navigators Corp sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Large-Cap ETF $53,329,014Vanguard FTSE Developed Markets ETF $46,438,020Schwab U.S. Mid-Cap ETF $23,095,784Dimensional Emerging Markets Core Equity 2 ETF $16,575,635iShares 0-5 Year TIPS Bond ETF $8,621,155 Largest New Holdings this Quarter 30231G102 - ExxonMobil $331,329 Holding478160104 - Johnson & Johnson $272,627 Holding92826C839 - Visa $243,646 Holding66987V109 - Novartis $219,807 Holding50186V102 - LG Display $40,220 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 7,130 shares (about $2.13M)Dimensional U.S. Small Cap ETF 14,127 shares (about $1.00M)Vanguard Tax-Exempt Bond ETF 20,135 shares (about $1.00M)iShares Core MSCI EAFE ETF 10,373 shares (about $939.06K)SPDR Portfolio S&P 500 ETF 7,116 shares (about $544.66K) Largest Sales this Quarter SPROTT ASSET MANAGEMENT LP 6,819 shares (about $325.40K)Vanguard Total World Stock ETF 1,987 shares (about $274.84K)Capital Group Global Growth Equity ETF 1,929 shares (about $64.37K)Vanguard S&P 500 ETF 91 shares (about $54.40K)iShares Core S&P 500 ETF 28 shares (about $18.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Planning Navigators Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVVanguard Large-Cap ETF$53,329,014$2,130,806 â–²4.2%178,44723.4%ETFVEAVanguard FTSE Developed Markets ETF$46,438,020$204,928 â–²0.4%724,68820.4%ETFSCHMSchwab U.S. Mid-Cap ETF$23,095,784$170,187 â–²0.7%745,98810.1%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,575,635$211,135 â–²1.3%479,7587.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$8,621,155$180,795 â–²2.1%83,3533.8%ETFBNDXVanguard Total International Bond ETF$8,539,102$227,709 â–²2.7%177,7133.7%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$8,526,332$307,260 â–²3.7%254,2143.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,508,714$264,058 â–²3.2%85,7133.7%FinanceJ P MORGAN EXCHANGE TRADED F$8,492,275$309,339 â–²3.8%157,9373.7%ACTIVE BOND ETFVTEBVanguard Tax-Exempt Bond ETF$5,241,910$1,004,539 â–²23.7%105,0692.3%ETFSPROTT ASSET MANAGEMENT LP$4,808,657$325,403 â–¼-6.3%100,7682.1%PHYSICAL GOLD ANIEFAiShares Core MSCI EAFE ETF$3,811,728$939,058 â–²32.7%42,1051.7%ETFDFASDimensional U.S. Small Cap ETF$3,367,710$1,004,850 â–²42.5%47,3461.5%ETFVEUVanguard FTSE All-World ex-US ETF$2,723,802$218,691 â–²8.7%36,2691.2%ETFSPLGSPDR Portfolio S&P 500 ETF$2,092,547$544,664 â–²35.2%27,3390.9%ETFAAPLApple$1,865,981$451,521 â–²31.9%7,3520.8%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,742,572$285,584 â–²19.6%33,3890.8%ETFNVDANVIDIA$1,742,265$467,743 â–²36.7%9,9900.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,223,181$285,715 â–²30.5%24,4880.5%ManufacturingVOVanguard Mid-Cap ETF$1,192,810$12,347 â–¼-1.0%4,1540.5%ETFMSFTMicrosoft$1,169,185$253,527 â–²27.7%3,1590.5%Computer and TechnologyIVViShares Core S&P 500 ETF$1,093,485$18,290 â–¼-1.6%1,6740.5%ETFAMZNAmazon.com$981,993$251,798 â–²34.5%4,7150.4%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$925,567$64,370 â–¼-6.5%27,7370.4%ETFIJHiShares Core S&P Mid-Cap ETF$925,391$143,033 â–²18.3%13,7030.4%ETFIAGGiShares Core International Aggregate Bond ETF$920,367$326,304 â–²54.9%18,3930.4%ETFGOOGLAlphabet$859,303$257,963 â–²42.9%2,9880.4%Computer and TechnologyVOOVanguard S&P 500 ETF$796,226$54,397 â–¼-6.4%1,3320.3%ETFGOOGAlphabet$678,209$118,199 â–²21.1%2,3640.3%Computer and TechnologyAVGOBroadcom$673,979$83,551 â–²14.2%2,1780.3%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$611,1340.0%20,9800.3%ETFMETAMeta Platforms$603,647$154,488 â–²34.4%1,0550.3%Computer and TechnologyTSLATesla$592,198$99,257 â–²20.1%1,5930.3%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$575,758$29,695 â–²5.4%3,9360.3%CL AVTVVanguard Value ETF$515,161$3,335 â–¼-0.6%2,6260.2%ETFVTVanguard Total World Stock ETF$465,726$274,843 â–¼-37.1%3,3670.2%ETFLLYEli Lilly and Company$418,544$107,626 â–²34.6%4550.2%MedicalJPMJPMorgan Chase & Co.$386,164$93,232 â–²31.8%1,3130.2%FinanceTSMTaiwan Semiconductor Manufacturing$360,593$28,050 â–²8.4%1,0670.2%Computer and TechnologyBRK.BBerkshire Hathaway$354,129$81,943 â–²30.1%7390.2%FinanceXOMExxonMobil$331,329$331,329 â–²New Holding1,9530.1%EnergyWALMART INC$317,384$89,225 â–²39.1%2,5540.1%COMCGXUCapital Group International Focus Equity ETF$300,1300.0%10,1770.1%ETFIWRiShares Russell Mid-Cap ETF$277,689$4,375 â–¼-1.6%2,8560.1%ETFJNJJohnson & Johnson$272,627$272,627 â–²New Holding1,1150.1%MedicalVVisa$243,646$243,646 â–²New Holding8060.1%Business ServicesNVSNovartis$219,807$219,807 â–²New Holding1,4390.1%MedicalISHARES BITCOIN TRUST ETF$211,925$33,041 â–²18.5%5,5160.1%SHS BEN INTLPLLG Display$40,220$40,220 â–²New Holding10,3660.0%Computer and TechnologyEDAPEdap Tms$37,468$108 â–²0.3%10,0720.0%MedicalWTIW&T Offshore$37,299$2,152 â–²6.1%10,9380.0%EnergyWITWipro$0$45,826 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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