CIK 2056100
Navigoe, LLC
Institutional 13F holdings & portfolio
Holdings
269
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 269
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIV | DIMENSIONAL ETF TRUST | 390K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 318K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 290K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 226K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 357K | $1M+ | SH |
| DIHP | DIMENSIONAL ETF TRUST | 257K | $1M+ | SH |
| IVV | ISHARES TR | 11K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 96K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 56K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 124K | $1M+ | SH |
| AVIV | AMERICAN CENTY ETF TR | 70K | $1M+ | SH |
| DISV | DIMENSIONAL ETF TRUST | 122K | $1M+ | SH |
| AAPL | APPLE INC | 17K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 137K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 57K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 5 | $1M+ | SH |
| DUSB | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| DFIS | DIMENSIONAL ETF TRUST | 79K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 32K | $1M+ | SH |
| AVSF | AMERICAN CENTY ETF TR | 49K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 55K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 5K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| DUHP | DIMENSIONAL ETF TRUST | 12K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 8K | $100K–$500K | SH |
| NVDA | NVIDIA CORPORATION | 2K | $100K–$500K | SH |
| SBCF | SEACOAST BKG CORP FLA | 12K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 639 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 554 | $100K–$500K | SH |
| KBH | KB HOME | 4K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 726 | $100K–$500K | SH |
| IGSB | ISHARES TR | 4K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| XCEM | COLUMBIA ETF TR II | 5K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 2K | $100K–$500K | SH |
| MSFT | MICROSOFT CORP | 357 | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 529 | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 1K | $100K–$500K | SH |
| DHI | D R HORTON INC | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 134 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 599 | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 353 | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |