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Portfolio (Quarterly) Guide ↗

Navigoe, LLC

· CIK 0002056100
13F Portfolio $162M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 269 New
Page 2 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSE DIMENSIONAL ETF TRUST 55,132.0 $2.3M 1.41% NEW $41.46 +19.9%
22 AVDV AMERICAN CENTY ETF TR 22,758.0 $2.1M 1.32% NEW $93.94 +16.8%
23 META META PLATFORMS INC Communication Services 2,168.0 $1.4M 0.88% NEW $660.06 -6.8%
24 VLO VALERO ENERGY CORP Energy 5,000.0 $813K 0.50% NEW $162.60 +44.7%
25 DFSD DIMENSIONAL ETF TRUST 15,085.0 $723K 0.45% NEW $47.93 -0.3%
26 AMGN AMGEN INC Healthcare 2,027.0 $663K 0.41% NEW $327.08 +4.3%
27 GOOG ALPHABET INC Communication Services 2,000.0 $627K 0.39% NEW $313.50 +23.7%
28 AVDE AMERICAN CENTY ETF TR 6,751.0 $555K 0.34% NEW $82.21 +11.4%
29 DFAC DIMENSIONAL ETF TRUST 12,410.0 $491K 0.30% NEW $39.56 +11.1%
30 DUHP DIMENSIONAL ETF TRUST 11,680.0 $444K 0.27% NEW $38.01 +7.9%
31 VTEB VANGUARD MUN BD FDS 7,871.0 $395K 0.24% NEW $50.18 -0.1%
32 NVDA NVIDIA CORPORATION Technology 2,112.0 $393K 0.24% NEW $186.08 +12.8%
33 SBCF SEACOAST BKG CORP FLA Financial Services 12,017.0 $377K 0.23% NEW $31.37 -2.1%
34 ISRG INTUITIVE SURGICAL INC Healthcare 639.0 $361K 0.22% NEW $564.95 -23.9%
35 BERKSHIRE HATHAWAY INC DEL 554.0 $278K 0.17% NEW $501.81
36 KBH KB HOME Consumer Cyclical 4,458.0 $251K 0.15% NEW $56.30 -9.3%
37 JPM JPMORGAN CHASE & CO. Financial Services 726.0 $233K 0.14% NEW $320.94 -6.4%
38 IGSB ISHARES TR 4,065.0 $214K 0.13% NEW $52.64 -0.4%
39 RTX RTX CORPORATION Industrials 1,109.0 $203K 0.12% NEW $183.05 -3.4%
40 DFNM DIMENSIONAL ETF TRUST 4,082.0 $196K 0.12% NEW $48.02 +0.1%
Page 2 of 14  ·  269 positions

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 39.0%
Communication Services 17.9%
Healthcare 10.7%
Energy 9.1%
Financial Services 7.4%
Consumer Cyclical 6.5%
Industrials 4.9%
Consumer Defensive 1.7%
Utilities 1.6%
Basic Materials 0.7%