Financial Planning Navigators CORP
All 13F Filings
- Location
- Maple Grove, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 228,135
- 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 | 4/21/2026 | 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 | 18.8 K | 8.2% | 0 | 89.34 K | -89.34 K |
| ETFs | 200.8 K | 88.0% | 99.36 K | 0 | 99.36 K |
| Debt | 8.492 K | 3.7% | 263 | 0 | 263 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
228,135
Holdings
51
QoQ value change ($000)
10,280
(4.7%)
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.