Long-term investor
Financial Planning Navigators Corp. @financialplanningnavigat
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002102043).
Record
- Tracked since 2025-12-31 (288 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days -0.4% · 6 months -0.5% · 1 year n/a · all -0.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908637 · 23.5% · long · since 2025-12-31
- 46435G326 · 18.6% · long · since 2026-09-30
- 808524508 · 9.2% · long · since 2025-12-31
- 25434V732 · 6.8% · long · since 2025-12-31
- 46429B747 · 3.5% · long · since 2025-12-31
- 92203J407 · 3.4% · long · since 2025-12-31
- 78464A375 · 3.4% · long · since 2025-12-31
- 46654Q716 · 3.4% · long · since 2025-12-31
- 464287226 · 3.4% · long · since 2025-12-31
- GLDM · 2.4% · long · since 2026-06-30
- 46432F842 · 1.9% · long · since 2025-12-31
- 25434V500 · 1.5% · long · since 2025-12-31