Skip to main content

Navigoe, LLC

SEC CIK
0002056100
Latest filing
Jul 31, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 31, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,224
+996 vs. Q1 2026
Portfolio value
$191.2M
+$21.9M (+12.9%) vs. Q1 2026
Filed
Jul 31, 2026
SEC
Holdings of Navigoe, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL382,374$20.7M10.8%−2,187−0.6%Reduced–
Dimensional ETF Trust25434V724US MKTWIDE VALUE318,299$17.5M9.2%−2,988−0.9%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT316,252$16.3M8.5%+14,682+4.9%Added–
Dimensional U.S. Targeted Value ETF25434V609ETF220,712$15.4M8.1%−688−0.3%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF373,205$14.5M7.6%+8,040+2.2%Added–
iShares Core S&P 500 ETF464287200ETF12,752$9.55M5.0%+482+3.9%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT278,019$9.49M5.0%+13,186+5.0%Added–
Dimensional U.S. Small Cap ETF25434V500ETF95,551$7.87M4.1%−640−0.7%Reduced–
American Centy ETF Tr025072877US SML CP VALU60,499$7.55M3.9%+1,799+3.1%Added–
Dimensional ETF Trust25434V872CORE FIXE IN ETF157,994$6.67M3.5%+4,221+2.7%Added–
American Centy ETF Tr025072364INTERNATIONAL LR77,617$6.01M3.1%+4,207+5.7%Added–
Dimensional Emerging Core Equity Market ETF25434V302ETF144,950$5.83M3.0%+2,912+2.1%Added–
Dimensional ETF Trust25434V781INTL SMALL CAP V128,427$5.15M2.7%+1,503+1.2%Added–
American Centy ETF Tr025072349US LARGE CAP VLU56,347$5.14M2.7%+749+1.3%Added–
AAPLApple Inc.Stock17,530$5.07M2.7%+972+5.9%AddedHistory
Dimensional Ultrashort Fixed Income ETF25434V591ETF89,744$4.56M2.4%+15,366+20.7%Added–
BRK.ABerkshire Hathaway IncCL A5$3.74M2.0%00.0%UnchangedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT34,645$3.34M1.7%+826+2.4%Added–
American Centy ETF Tr025072687AVANTIS SHFXDINC71,760$3.34M1.7%+12,062+20.2%Added–
Dimensional ETF Trust25434V773INTL SMALL CAP E76,222$2.67M1.4%−468−0.6%Reduced–
Dimensional ETF Trust25434V682EMER MARK SU ETF54,019$2.64M1.4%−1,113−2.0%Reduced–
American Centy ETF Tr025072802INTL SMCP VLU22,594$2.33M1.2%+542+2.5%Added–
METAMeta Platforms, Inc.Stock2,168$1.22M0.6%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock2,179$769.0K0.4%+179+9.0%AddedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF15,501$740.0K0.4%+416+2.8%Added–
AMGNAmgen IncStock2,027$734.0K0.4%00.0%UnchangedHistory
American Centy ETF Tr025072703INTL EQT ETF6,751$602.0K0.3%00.0%Unchanged–
Dimensional U.S. Core Equity 2 ETF25434V708ETF11,812$523.0K0.3%−598−4.8%Reduced–
KBHKB HomeCOM8,278$518.0K0.3%00.0%UnchangedHistory
Dimensional ETF Trust25434V831US HIGH PROF ETF11,680$487.0K0.3%00.0%Unchanged–
NVDANVIDIA CorpStock2,045$409.0K0.2%+300+17.2%AddedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW12,022$399.0K0.2%+50.0%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD7,871$398.0K0.2%00.0%Unchanged–
BRK.BBerkshire Hathaway IncStock541$270.0K0.1%−13−2.3%ReducedHistory
CORCencora, Inc.Stock900$254.0K0.1%+900NewHistory
ISRGIntuitive Surgical IncCOM NEW639$254.0K0.1%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock750$245.0K0.1%+24+3.3%AddedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF4,209$222.0K0.1%00.0%Unchanged–
iShares Tr464288646ISHS 1-5YR INVS4,238$222.0K0.1%−16−0.4%Reduced–
RTXRTX CorpStock1,118$212.0K0.1%+9+0.8%AddedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF4,309$208.0K0.1%00.0%Unchanged–
CLColgate Palmolive CoStock2,211$202.0K0.1%+11+0.5%AddedHistory
TOLToll Brothers, Inc.COM1,178$194.0K0.1%+7+0.6%AddedHistory
ROKRockwell Automation, IncStock356$176.0K0.1%+3+0.8%AddedHistory
SBUXStarbucks CorpStock1,704$174.0K0.1%+1,584+1,320.0%AddedHistory
GOOGLAlphabet Inc.Stock480$171.0K0.1%+146+43.7%AddedHistory
DHIHorton D R IncCOM1,041$169.0K0.1%+8+0.8%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF4,316$164.0K0.1%00.0%Unchanged–
XOMExxonMobil Holdings CorpCOM1,140$155.0K0.1%+39+3.5%AddedHistory
EPDEnterprise Products Partners L.P.Stock4,147$152.0K0.1%00.0%UnchangedHistory
BABoeing CoStock691$149.0K0.1%+254+58.1%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF658$145.0K0.1%00.0%Unchanged–
DDominion Energy, IncStock2,099$143.0K0.1%+10+0.5%AddedHistory
iShares Tr464288109MORNINGSTAR VALU1,407$142.0K0.1%+2+0.1%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF634$139.0K0.1%00.0%Unchanged–
LLYEli Lilly & CoStock113$135.0K0.1%+9+8.7%AddedHistory
ABBVAbbVie Inc.Stock518$130.0K0.1%+6+1.2%AddedHistory
HEIHeico CorpCOM364$129.0K0.1%+364NewHistory
MSFTMicrosoft CorpStock344$128.0K0.1%+98+39.8%AddedHistory
GEGeneral Electric CoStock342$127.0K0.1%+5+1.5%AddedHistory
AMZNAmazon Com IncStock493$117.0K0.1%+101+25.8%AddedHistory
Schwab US Dividend Equity ETF808524797ETF3,663$116.0K0.1%00.0%Unchanged–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF3,144$115.0K0.1%00.0%Unchanged–
WisdomTree Tr97717X669US QTLY DIV GRT1,194$114.0K0.1%00.0%Unchanged–
EIXEdison InternationalStock1,526$113.0K0.1%+7+0.5%AddedHistory
iShares Inc464286772MSCI STH KOR ETF552$111.0K0.1%00.0%Unchanged–
iShares Tr464288877EAFE VALUE ETF1,348$103.0K0.1%00.0%Unchanged–
TAT&T Inc.Stock4,798$99.0K0.1%+32+0.7%AddedHistory
GEVGE Vernova Inc.Stock85$99.0K0.1%+1+1.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF121$89.0K<0.1%+106+706.7%Added–
iShares Tr464287549EXPND TEC SC ETF540$88.0K<0.1%00.0%Unchanged–
ETF Ser Solutions26922A321DISTILLATE US1,432$85.0K<0.1%00.0%Unchanged–
State Street Technology Select Sector SPDR ETF81369Y803ETF435$82.0K<0.1%+435New–
Vanguard S&P 500 ETF922908363ETF114$78.0K<0.1%00.0%Unchanged–
CVXChevron CorpStock455$75.0K<0.1%+238+109.7%AddedHistory
LMTLockheed Martin CorpStock129$65.0K<0.1%+4+3.2%AddedHistory
VVisa Inc.Stock188$64.0K<0.1%+11+6.2%AddedHistory
OKEONEOK IncCOM739$64.0K<0.1%+13+1.8%AddedHistory
COPConocoPhillipsStock609$63.0K<0.1%+9+1.5%AddedHistory
PSAPublic StorageCOM200$63.0K<0.1%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF84$62.0K<0.1%+84NewHistory
LINLinde PLCStock120$62.0K<0.1%+5+4.3%AddedHistory
First Tr Exchange-Traded FD336917109SHS666$62.0K<0.1%+666New–
PGProcter & Gamble CoStock419$61.0K<0.1%+216+106.4%AddedHistory
CSCOCisco Systems, Inc.Stock514$60.0K<0.1%+33+6.9%AddedHistory
MARMarriott International IncStock161$59.0K<0.1%+1+0.6%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF737$59.0K<0.1%+737New–
GDVGabelli Dividend & Income TrustCOM1,958$57.0K<0.1%+1,958NewHistory
iShares Core S&P Small Cap ETF464287804ETF375$55.0K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33733B100WTR ETF510$55.0K<0.1%+510New–
iShares Core U.S. Aggregate Bond ETF464287226ETF542$53.0K<0.1%00.0%Unchanged–
BXBlackstone Inc.COM458$53.0K<0.1%+458NewHistory
PFGPrincipal Financial Group IncCOM497$53.0K<0.1%+9+1.8%AddedHistory
CEGConstellation Energy CorpStock208$51.0K<0.1%+208NewHistory
First Tr Exchange-Traded FD33734H106SHS1,072$51.0K<0.1%+1,072New–
iShares Tr464287234MSCI EMG MKT ETF744$50.0K<0.1%+2+0.3%Added–
TSLATesla, Inc.Stock107$45.0K<0.1%+5+4.9%AddedHistory
iShares Russell 2000 ETF464287655ETF150$45.0K<0.1%00.0%Unchanged–
iShares Tr46434V456MSCI INTL QUALTY880$43.0K<0.1%00.0%Unchanged–
First Tr Exchange Traded FD33738R308BUYWRIT INCM ETF1,779$42.0K<0.1%+1,779New–

Sold out since Q1 2026 (11)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Navigoe, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares Tr4642874407-10 YR TRSY BD346$33.0K<0.1%–
Vanguard Malvern FDS922020805STRM INFPROIDX225$11.0K<0.1%–
JPMorgan Ultra-Short Income ETF46641Q837ETF95$4.00K<0.1%–
Pgim ETF Tr69344A107PGIM ULTRA SH BD99$4.00K<0.1%–
VODVodafone Group Public Ltd CoADR238$3.00K<0.1%History
iShares Tr46434V878ULTRA SHORT DUR74$3.00K<0.1%–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF33$2.00K<0.1%–
NVTSNavitas Semiconductor CorpCOM275$2.00K<0.1%History
Global X Uranium ETF37954Y871ETF31$1.00K<0.1%–
AREAlexandria Real Estate Equities, Inc.COM30$1.00K<0.1%History
VanEck ETF Trust92189F601URANI NUCLE ETF14$1.00K<0.1%–