CIK 2086579
Napier Financial, LLC
Institutional 13F holdings & portfolio
Holdings
53
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 53
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWB | ISHARES RUSSELL | 153K | $1M+ | SH |
| IVV | ISHARES CORE | 61K | $1M+ | SH |
| EFA | ISHARES MSCI | 248K | $1M+ | SH |
| IEI | ISHARES 3-7YR | 170K | $1M+ | SH |
| VO | VANGUARD MID | 57K | $1M+ | SH |
| IWD | ISHARES RUSSELL | 78K | $1M+ | SH |
| RDVY | FIRST TRUST | 220K | $1M+ | SH |
| SPY | SPDR S&P | 21K | $1M+ | SH |
| USFR | WISDOMTREE FLOATING | 275K | $1M+ | SH |
| MOAT | VANECK MORNINGSTAR | 124K | $1M+ | SH |
| EEM | ISHARES MSCI | 232K | $1M+ | SH |
| IWF | ISHARES RUSSELL | 26K | $1M+ | SH |
| VCSH | VANGUARD SHORT | 146K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE | 134K | $1M+ | SH |
| AAPL | APPLE INC | 40K | $1M+ | SH |
| VB | VANGUARD SMALL | 39K | $1M+ | SH |
| GLDM | SPDR GOLD | 116K | $1M+ | SH |
| SHY | ISHARES 1-3YR | 84K | $1M+ | SH |
| ANGL | VANECK FALLEN | 203K | $1M+ | SH |
| USIG | ISHARES BROAD | 113K | $1M+ | SH |
| BIL | STATE STREET | 63K | $1M+ | SH |
| VONE | VANGUARD RUSSELL | 18K | $1M+ | SH |
| SPSM | STATE STREET | 108K | $1M+ | SH |
| DFAS | DIMENSIONAL US | 70K | $1M+ | SH |
| TOTL | STATE STREET | 113K | $1M+ | SH |
| VEA | VANGUARD FTSE | 70K | $1M+ | SH |
| FLOT | ISHARES FLOATING | 84K | $1M+ | SH |
| TMO | THERMO FISHER | 7K | $1M+ | SH |
| SPTS | STATE STREET | 127K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| SPTI | STATE STREET | 106K | $1M+ | SH |
| FALN | ISHARES FALLEN | 88K | $1M+ | SH |
| IEMG | ISHARES CORE | 32K | $1M+ | SH |
| BNDX | VANGUARD TOTAL | 40K | $1M+ | SH |
| EFIV | STATE STREET | 25K | $1M+ | SH |
| IAGG | ISHARES CORE | 33K | $1M+ | SH |
| XVV | ISHARES ESG | 30K | $1M+ | SH |
| ESGV | VANGUARD ESG | 13K | $1M+ | SH |
| EMB | ISHARES JPMORGAN | 16K | $1M+ | SH |
| SRLN | STATE STREET | 33K | $1M+ | SH |
| SPTM | STATE STREET | 11K | $500K+ | SH |
| NUDM | NUVEEN ESG | 24K | $500K+ | SH |
| ESGE | ISHARES ESG | 19K | $500K+ | SH |
| NUMG | NUVEEN ESG | 14K | $500K+ | SH |
| HEDJ | WISDOMTREE EUROPE | 11K | $500K+ | SH |
| SCHJ | SCHWABN 1-5 | 23K | $500K+ | SH |
| ICLN | ISHARES GLOBAL | 33K | $500K+ | SH |
| SUSC | ISHARES ESG | 22K | $500K+ | SH |
| T | AT&T INC | 13K | $100K–$500K | SH |
| SUSB | ISHARES TRUST | 11K | $100K–$500K | SH |