Financial Planning Navigators CORP
All 13F Filings
- Location
- Maple Grove, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 267,188
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 70 | 267,188 | 13F-HR | Financial Planning Navigators CORP |
| Q1 2026 | 4/21/2026 | 51 | 228,135 | 13F-HR | Financial Planning Navigators CORP |
| Q4 2025 | 1/16/2026 | 47 | 217,855 | 13F-HR | Financial Planning Navigators CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 23.64 K | 8.8% | 4.846 K | 0 | 4.846 K |
| ETFs | 234.2 K | 87.7% | 33.36 K | 0 | 33.36 K |
| Debt | 9.336 K | 3.5% | 844 | 0 | 844 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
267,188
Holdings
70
QoQ value change ($000)
39,053
(17.1%)
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.