NavPoint Financial, Inc.
All 13F Filings
- Location
- Prior Lake, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 247,303
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/24/2026 | 71 | 247,303 | 13F-HR | NavPoint Financial, Inc. |
| Q4 2025 | 1/20/2026 | 72 | 233,970 | 13F-HR | NavPoint Financial, Inc. |
| Q3 2025 | 10/9/2025 | 65 | 190,691 | 13F-HR | NavPoint Financial, Inc. |
| Q2 2025 | 7/24/2025 | 60 | 165,534 | 13F-HR | NavPoint Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 46.95 K | 19.0% | 0 | 68.92 K | -68.92 K |
| ETFs | 200.4 K | 81.0% | 82.26 K | 0 | 82.26 K |
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Fund Snapshot
Q1 2026
Latest filed
4/24/2026
Total value ($000)
247,303
Holdings
71
QoQ value change ($000)
13,333
(5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.