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Portfolio (Quarterly) Guide ↗

Napier Financial, LLC

· CIK 0002086579
13F Portfolio $480M AUM 472 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 472 New
Page 1 of 24  ·  472 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWB ISHARES RUSSELL 152,880.0 $62.6M 13.04% NEW $409.50 +3.4%
2 IVV ISHARES CORE 61,286.0 $45.9M 9.56% NEW $748.89 +3.7%
3 EFA ISHARES MSCI 250,152.0 $26.0M 5.41% NEW $103.88 +4.4%
4 IEI ISHARES 3-7YR 173,124.0 $20.3M 4.24% NEW $117.45 -0.8%
5 IWD ISHARES RUSSELL 80,154.0 $19.4M 4.05% NEW $242.43 +5.9%
6 VO VANGUARD MID 231,680.0 $18.7M 3.89% NEW $80.57 +4.3%
7 RDVY FIRST TRUST 223,682.0 $18.1M 3.78% NEW $81.06 +2.9%
8 EEM ISHARES MSCI 232,637.0 $15.9M 3.32% NEW $68.41 -1.6%
9 USFR WISDOMTREE FLOATING 311,012.0 $15.7M 3.26% NEW $50.35 +0.2%
10 SPY STATE STREET Financial Services 20,044.0 $15.0M 3.12% NEW $746.76 +3.5%
11 MOAT VANECK MORNINGSTAR 125,479.0 $13.0M 2.72% NEW $103.96 +7.6%
12 IWF ISHARES RUSSELL 103,237.0 $12.8M 2.67% NEW $124.17 +0.7%
13 VB VANGUARD SMALL 39,347.0 $11.9M 2.48% NEW $303.12 +1.6%
14 VCSH VANGUARD SHORT 147,734.0 $11.7M 2.43% NEW $79.03 -0.5%
15 VCIT VANGUARD INTERMEDIATE 137,118.0 $11.3M 2.36% NEW $82.65 -2.0%
16 AAPL APPLE INC Technology 32,083.0 $9.3M 1.93% NEW $289.36 +5.6%
17 GLDM SPDR GOLD Financial Services 114,725.0 $9.1M 1.90% NEW $79.42 +10.1%
18 SHY ISHARES 1-3YR 85,389.0 $7.0M 1.46% NEW $82.11 -0.1%
19 VONE VANGUARD RUSSELL 19,114.0 $6.5M 1.35% NEW $338.72 +3.4%
20 SPSM STATE STREET 110,389.0 $6.4M 1.33% NEW $57.67 +1.0%
Page 1 of 24  ·  472 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 41.2%
Technology 26.7%
Healthcare 9.0%
Communication Services 7.0%
Industrials 6.7%
Consumer Cyclical 3.7%
Energy 2.2%
Consumer Defensive 1.7%
Real Estate 0.9%
Utilities 0.5%