Financial Planning Navigators CORP
Top Portfolio Positions
23 positions ·
$17,104,095 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
100,768 | $4,808,648 | 28.11% | |
| AAPL |
Apple Inc.
Technology
|
7,352 | $1,865,864 | 10.91% | |
| NVDA |
Nvidia Corp
Technology
|
9,990 | $1,742,256 | 10.19% | |
| MSFT |
Microsoft Corp
Technology
|
3,159 | $1,169,367 | 6.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,715 | $981,993 | 5.74% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,988 | $859,229 | 5.02% | |
| AVGO |
Broadcom Inc.
Technology
|
2,178 | $674,112 | 3.94% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,055 | $603,597 | 3.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
1,593 | $592,197 | 3.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
3,936 | $575,758 | 3.37% |
Portfolio Trend
2 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,808,648 | 100,768 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,927,484 | 107,587 | Shares | Sole | 2026-01-16 | |
| No 13F history on record for this holder in this stock. | ||||||