Navigoe, LLC Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$156.6M

Holdings

268

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (268 positions)

StockValue
DFIVDIMENSIONAL ETF TRUST
$18.1M
DFUVDIMENSIONAL ETF TRUST
$14.6M
DFATDIMENSIONAL ETF TRUST
$13.2M
DFAUDIMENSIONAL ETF TRUST
$12.9M
DFSVDIMENSIONAL ETF TRUST
$11.3M
DIHPDIMENSIONAL ETF TRUST
$7.8M
IVVISHARES TR
$7.3M
DFASDIMENSIONAL ETF TRUST
$6.7M
AVUVAMERICAN CENTY ETF TR
$6.0M
AVIVAMERICAN CENTY ETF TR
$4.8M
AVLVAMERICAN CENTY ETF TR
$4.7M
DFCFDIMENSIONAL ETF TRUST
$4.5M
DFAEDIMENSIONAL ETF TRUST
$4.4M
AAPLAPPLE INC
$4.3M
DISVDIMENSIONAL ETF TRUST
$4.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.8M
DFISDIMENSIONAL ETF TRUST
$2.6M
AVEMAMERICAN CENTY ETF TR
$2.4M
DUSBDIMENSIONAL ETF TRUST
$2.3M
DFSEDIMENSIONAL ETF TRUST
$2.3M
AVDVAMERICAN CENTY ETF TR
$2.1M
AVSFAMERICAN CENTY ETF TR
$2.0M
METAMETA PLATFORMS INC
$1.6M
VLOVALERO ENERGY CORP
$851K
DFSDDIMENSIONAL ETF TRUST
$726K
AMGNAMGEN INC
$572K
AVDEAMERICAN CENTY ETF TR
$532K
DFACDIMENSIONAL ETF TRUST
$499K
GOOGALPHABET INC
$487K
DUHPDIMENSIONAL ETF TRUST
$430K
VTEBVANGUARD MUN BD FDS
$394K
NVDANVIDIA CORPORATION
$394K
SBG1SEACOAST BKG CORP FLA
$365K
KBHKB HOME
$296K
ISRGINTUITIVE SURGICAL INC
$292K
BRK/BBERKSHIRE HATHAWAY INC DEL
$278K
JPMJPMORGAN CHASE & CO.
$229K
IGSBISHARES TR
$214K
DFNMDIMENSIONAL ETF TRUST
$195K
RTXRTX CORPORATION
$185K
MSFTMICROSOFT CORP
$184K
DHID R HORTON INC
$175K
CLCOLGATE PALMOLIVE CO
$175K
XCEMCOLUMBIA ETF TR II
$170K
TOLTOLL BROTHERS INC
$161K
FNDASCHWAB STRATEGIC TR
$134K
TAT&T INC
$134K
AMZNAMAZON COM INC
$131K
EPDENTERPRISE PRODS PARTNERS L
$129K
GOOGLALPHABET INC
$128K
ILCVISHARES TR
$125K
XOMEXXON MOBIL CORP
$124K
ROKROCKWELL AUTOMATION INC
$123K
QUALISHARES TR
$123K
ABBVABBVIE INC
$118K
IWNISHARES TR
$115K
DGRWWISDOMTREE TR
$106K
DFAXDIMENSIONAL ETF TRUST
$104K
LLYELI LILLY & CO
$102K
GEGE AEROSPACE
$101K
SCHDSCHWAB STRATEGIC TR
$100K
BABOEING CO
$94K
EFVISHARES TR
$91K
VVISA INC
$85K
EIXEDISON INTL
$83K
DSTLETF SER SOLUTIONS
$82K
VOOVANGUARD INDEX FDS
$69K
IGMISHARES TR
$68K
GEVGE VERNOVA INC
$62K
LMTLOCKHEED MARTIN CORP
$62K
LINLINDE PLC
$59K
PSAPUBLIC STORAGE OPER CO
$57K
COPCONOCOPHILLIPS
$56K
AGGISHARES TR
$54K
OKEONEOK INC NEW
$52K
DISDISNEY WALT CO
$46K
TSLATESLA INC
$45K
IJRISHARES TR
$44K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$42K
MARMARRIOTT INTL INC NEW
$41K
PG4PRINCIPAL FINANCIAL GROUP IN
$40K
AVGOBROADCOM INC
$40K
EEMISHARES TR
$39K
IQLTISHARES TR
$38K
MAMASTERCARD INCORPORATED
$37K
DDOMINION ENERGY INC
$36K
NDQINVESCO QQQ TR
$36K
IWMISHARES TR
$36K
ECLECOLAB INC
$36K
CVXCHEVRON CORP NEW
$33K
CSCOCISCO SYS INC
$32K
HDHOME DEPOT INC
$32K
PGPROCTER AND GAMBLE CO
$31K
TMOTHERMO FISHER SCIENTIFIC INC
$30K
ACNACCENTURE PLC IRELAND
$28K
PSXPHILLIPS 66
$27K
ZTSZOETIS INC
$27K
TFCTRUIST FINL CORP
$27K
HIGHARTFORD INSURANCE GROUP INC
$26K
BBVABANCO BILBAO VIZCAYA ARGENTA
$26K
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