Financial Planning Navigators CORP
•CIK: 2102043•Filing: Q4 2025
**Financial Planning Navigators CORP** manages $218M across 47 positions, exhibiting a distinct focus on global and fixed-income diversification. The portfolio is significantly anchored by technology and international exposure, highlighted by a $53.9M allocation to VV and $45.1M in VEA. Further diversification is evident with substantial holdings in SCHM ($22.3M) and DFEM ($15.7M), suggesting a tactical approach across varied asset classes. This structure indicates a mandate balancing growth potential with defensive fixed-income positioning.
Total AUM
$217.9M
QoQ Performance
N/A
Positions
33
Top 10 Concentration
84.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VV
VEA
SCHM
DFEM
VV24.8%
VEA20.7%
SCHM10.2%
DFEM7.2%
BNDX3.8%
STIP3.8%
AGG3.8%
SPIB3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.9%
Technology3.0%
ETF0.9%
Consumer0.7%
Financial0.3%
Healthcare0.2%