Portfolio (Quarterly) Guide ↗

Financial Planning Navigators CORP

· CIK 0002102043

13F Portfolio $267M AUM 70 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 24 New 31 Added 13 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	4,656	$231K	0.11%	SOLD

Sector Allocation

Technology 38.4%

Financial Services 33.7%

Healthcare 8.4%

Consumer Cyclical 7.4%

Communication Services 6.3%

Industrials 2.5%

Consumer Defensive 1.8%

Energy 1.4%