account_balance

Investment manager · 13F filer · SEC CIK 2056100

Navigoe, LLC

Reported value$194Mas of Sep 30, 2026
Positions393 16 new, 847 sold out
Top 10 weight64.5%DFIV alone is 11%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFIV Dimensional ETF Trust 11.0% Held
DFUV Dimensional ETF Trust 9.0% Held
DFAU Dimensional ETF Trust 8.6% Held
DFAT Dimensional ETF Trust 7.5% Held
DFSV Dimensional ETF Trust 7.4% Added +3%
IVV iShares Tr 5.1% Held
DIHP Dimensional ETF Trust 4.9% Held
DFAS Dimensional ETF Trust 3.7% Trimmed −3%
AVUV American Centy ETF Tr 3.7% Held
DFCF Dimensional ETF Trust 3.5% Added +8%
AVIV American Centy ETF Tr 3.3% Added +3%
DISV Dimensional ETF Trust 3.0% Added +6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 31, 2026 filing
add_circleNew
  • ESTC $458K
  • FTCS $62K
  • VBK $16K
  • SPMD $4K
arrow_upwardAdded
  • AVSF +10%
  • DFCF +8%
  • DUSB +7%
  • DISV +6%
arrow_downwardTrimmed
  • DFAS −3%
remove_circleSold out
  • FDL $62K
  • GDV $57K
  • TFI $9K
  • GLW $4K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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