Nav Point Financial, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $16.8B, J P Morgan Exchange Traded Fd with a value of $13.8B, Capital Group Core Plus Income with a value of $12.6B, Investment Managers Ser Tr I with a value of $11.4B, and Jp Morgan ETF Tr Ultra Short I with a value of $10.4B.

Examining the 13F form we can see an increase of $23.3B in the current position value, from $142B to 166B.

Nav Point Financial, Inc. is based out at Prior Lake, MN

Below you can find more details about Nav Point Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $166 Billion
ETFs: $105 Billion
Technology: $10.5 Billion
Financial Services: $5.52 Billion
Consumer Cyclical: $2.48 Billion
Consumer Defensive: $2.19 Billion
Industrials: $1.02 Billion
Energy: $888 Million
Healthcare: $404 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $166 Billion
  • Prior Value $142 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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