Navigoe, LLC Q4 2025 Filing

Filed February 3, 2026

Portfolio Value

$162.0M

Holdings

269

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (269 positions)

StockValue
DFIVDIMENSIONAL ETF TRUST
$19.4M
DFUVDIMENSIONAL ETF TRUST
$14.8M
DFAUDIMENSIONAL ETF TRUST
$13.6M
DFATDIMENSIONAL ETF TRUST
$13.4M
DFSVDIMENSIONAL ETF TRUST
$11.7M
DIHPDIMENSIONAL ETF TRUST
$8.1M
IVVISHARES TR
$7.5M
DFASDIMENSIONAL ETF TRUST
$6.7M
AVUVAMERICAN CENTY ETF TR
$5.7M
DFCFDIMENSIONAL ETF TRUST
$5.3M
AVIVAMERICAN CENTY ETF TR
$5.0M
DISVDIMENSIONAL ETF TRUST
$4.7M
AAPLAPPLE INC
$4.5M
DFAEDIMENSIONAL ETF TRUST
$4.5M
AVLVAMERICAN CENTY ETF TR
$4.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$3.8M
DUSBDIMENSIONAL ETF TRUST
$2.6M
DFISDIMENSIONAL ETF TRUST
$2.6M
AVEMAMERICAN CENTY ETF TR
$2.5M
AVSFAMERICAN CENTY ETF TR
$2.3M
DFSEDIMENSIONAL ETF TRUST
$2.3M
AVDVAMERICAN CENTY ETF TR
$2.1M
METAMETA PLATFORMS INC
$1.4M
VLOVALERO ENERGY CORP
$813K
DFSDDIMENSIONAL ETF TRUST
$723K
AMGNAMGEN INC
$663K
GOOGALPHABET INC
$627K
AVDEAMERICAN CENTY ETF TR
$555K
DFACDIMENSIONAL ETF TRUST
$491K
DUHPDIMENSIONAL ETF TRUST
$444K
VTEBVANGUARD MUN BD FDS
$395K
NVDANVIDIA CORPORATION
$393K
SBG1SEACOAST BKG CORP FLA
$377K
ISRGINTUITIVE SURGICAL INC
$361K
BRK/BBERKSHIRE HATHAWAY INC DEL
$278K
KBHKB HOME
$251K
JPMJPMORGAN CHASE & CO.
$233K
IGSBISHARES TR
$214K
RTXRTX CORPORATION
$203K
DFNMDIMENSIONAL ETF TRUST
$196K
XCEMCOLUMBIA ETF TR II
$179K
CLCOLGATE PALMOLIVE CO
$173K
MSFTMICROSOFT CORP
$172K
GOOGLALPHABET INC
$165K
TOLTOLL BROTHERS INC
$158K
DHID R HORTON INC
$148K
LLYELI LILLY & CO
$144K
AMZNAMAZON COM INC
$138K
ROKROCKWELL AUTOMATION INC
$137K
FNDASCHWAB STRATEGIC TR
$135K
XOMEXXON MOBIL CORP
$132K
ILCVISHARES TR
$132K
EPDENTERPRISE PRODS PARTNERS L
$132K
QUALISHARES TR
$125K
IWNISHARES TR
$119K
TAT&T INC
$118K
ABBVABBVIE INC
$116K
DFAXDIMENSIONAL ETF TRUST
$108K
DGRWWISDOMTREE TR
$106K
GEGE AEROSPACE
$103K
SCHDSCHWAB STRATEGIC TR
$100K
EFVISHARES TR
$96K
BABOEING CO
$94K
EIXEDISON INTL
$91K
VVISA INC
$87K
DSTLETF SER SOLUTIONS
$84K
VOOVANGUARD INDEX FDS
$71K
IGMISHARES TR
$69K
GEVGE VERNOVA INC
$66K
LMTLOCKHEED MARTIN CORP
$60K
COPCONOCOPHILLIPS
$56K
AGGISHARES TR
$54K
OKEONEOK INC NEW
$53K
LINLINDE PLC
$53K
PSAPUBLIC STORAGE OPER CO
$51K
MARMARRIOTT INTL INC NEW
$49K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$46K
TSLATESLA INC
$45K
IJRISHARES TR
$45K
DISDISNEY WALT CO
$45K
PG4PRINCIPAL FINANCIAL GROUP IN
$43K
AVGOBROADCOM INC
$42K
EEMISHARES TR
$40K
IQLTISHARES TR
$40K
CSCOCISCO SYS INC
$37K
IWMISHARES TR
$36K
NDQINVESCO QQQ TR
$36K
ECLECOLAB INC
$35K
MUMICRON TECHNOLOGY INC
$34K
DDOMINION ENERGY INC
$34K
TMOTHERMO FISHER SCIENTIFIC INC
$34K
CVXCHEVRON CORP NEW
$33K
WBDWARNER BROS DISCOVERY INC
$33K
MAMASTERCARD INCORPORATED
$33K
MDBMONGODB INC
$31K
BBVABANCO BILBAO VIZCAYA ARGENTA
$31K
PGPROCTER AND GAMBLE CO
$29K
TFCTRUIST FINL CORP
$29K
ACNACCENTURE PLC IRELAND
$28K
HIGHARTFORD INSURANCE GROUP INC
$27K
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