account_balance

Investment manager · 13F filer · SEC CIK 2086579

Napier Financial, LLC

Reported value$480Mas of Jun 30, 2026
Positions472 24 new, 161 sold out
Top 10 weight53.7%IWB alone is 13%
FiledJul 3131 days after quarter end

Portfolio · as of Jun 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
IWB iShares Russell 13.0% Held
IVV iShares Core 9.6% Held
EFA iShares MSCI 5.4% Held
IEI iShares 3-7yr 4.2% Added +2%
IWD iShares Russell 4.0% Held
VO Vanguard Mid 3.9% Held
RDVY First Trust 3.8% Held
EEM iShares MSCI 3.3% Held
USFR Wisdomtree Floating 3.3% Added +5%
SPY SPDR S&P 500 ETF Trust 3.1% Trimmed −3%
MOAT Vaneck Morningstar 2.7% Held
IWF iShares Russell 2.7% Held

What changed

Biggest moves since Mar 31, 2026

Filed Jul 31, 2026, compared with the May 5, 2026 filing
add_circleNew
arrow_upwardAdded
  • SPTI +7%
  • USFR +5%
  • BNDX +4%
  • VTI +3%
arrow_downwardTrimmed
remove_circleSold out
  • HOLX $85K
  • IBDU $69.4K
  • IBDT $69.2K
  • IBDV $33.2K

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.

This is data, not investment advice. About StockToast · Your watchlist