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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $191M AUM 1,224 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1007 New 113 Added 8 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFIV DIMENSIONAL ETF TRUST 382,374.0 $20.7M 10.80% -2K -0.6% $54.02 +7.3%
2 DFUV DIMENSIONAL ETF TRUST 318,299.0 $17.5M 9.16% -3K -0.9% $55.01 +3.8%
3 DFAS DIMENSIONAL ETF TRUST 95,551.0 $7.9M 4.11% -640.0 -0.7% $82.33 -1.0%
4 DFIS DIMENSIONAL ETF TRUST 76,222.0 $2.7M 1.40% -468.0 -0.6% $35.03 +7.0%
5 DFSE DIMENSIONAL ETF TRUST 54,019.0 $2.6M 1.38% -1K -2.0% $48.87 +0.2%
6 DFAC DIMENSIONAL ETF TRUST 11,812.0 $523K 0.27% -598.0 -4.8% $44.28 +2.4%
7 BERKSHIRE HATHAWAY INC DEL 541.0 $270K 0.14% -13.0 -2.4% $499.08
8 ELDN ELEDON PHARMACEUTICALS INC Healthcare 1,005.0 $3K 0.00% -2K -60.9% $2.99 -0.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Communication Services 11.4%
Healthcare 10.5%
Consumer Cyclical 9.8%
Financial Services 8.7%
Industrials 7.3%
Energy 3.3%
Utilities 3.1%
Consumer Defensive 2.3%
Basic Materials 0.8%