Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Napier Financial, LLC (CIK 2086579) reported $480.0M across 472 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IWB ($62.6M, 13.04%), IVV ($45.9M, 9.56%), EFA ($26.0M, 5.41%), IEI ($20.3M, 4.24%), IWD ($19.4M, 4.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES RUSSELL | $62.6M | 13.04% | 152,880 | Added |
| 2 | IVV | ISHARES CORE | $45.9M | 9.56% | 61,286 | Added |
| 3 | EFA | ISHARES MSCI | $26.0M | 5.41% | 250,152 | Added |
| 4 | IEI | ISHARES 3-7YR | $20.3M | 4.24% | 173,124 | Added |
| 5 | IWD | ISHARES RUSSELL | $19.4M | 4.05% | 80,154 | Added |
| 6 | VO | VANGUARD MID | $18.7M | 3.89% | 231,680 | Added |
| 7 | RDVY | FIRST TRUST | $18.1M | 3.78% | 223,682 | Added |
| 8 | EEM | ISHARES MSCI | $15.9M | 3.32% | 232,637 | Added |
| 9 | USFR | WISDOMTREE FLOATING | $15.7M | 3.26% | 311,012 | Added |
| 10 | SPY | STATE STREET | $15.0M | 3.12% | 20,044 | Trimmed |
| 11 | MOAT | VANECK MORNINGSTAR | $13.0M | 2.72% | 125,479 | Added |
| 12 | IWF | ISHARES RUSSELL | $12.8M | 2.67% | 103,237 | Added |
| 13 | VB | VANGUARD SMALL | $11.9M | 2.49% | 39,347 | Added |
| 14 | VCSH | VANGUARD SHORT | $11.7M | 2.43% | 147,734 | Added |
| 15 | VCIT | VANGUARD INTERMEDIATE | $11.3M | 2.36% | 137,118 | Added |
| 16 | AAPL | APPLE INC | $9.3M | 1.93% | 32,083 | Trimmed |
| 17 | GLDM | SPDR GOLD | $9.1M | 1.90% | 114,725 | Trimmed |
| 18 | SHY | ISHARES 1-3YR | $7.0M | 1.46% | 85,389 | Added |
| 19 | VONE | VANGUARD RUSSELL | $6.5M | 1.35% | 19,114 | Added |
| 20 | SPSM | STATE STREET | $6.4M | 1.33% | 110,389 | Added |
| 21 | ANGL | VANECK FALLEN | $6.1M | 1.27% | 207,774 | Added |
| 22 | DFAS | DIMENSIONAL US | $5.9M | 1.23% | 71,522 | Added |
| 23 | USIG | ISHARES BROAD | $5.7M | 1.19% | 111,352 | Added |
| 24 | BIL | STATE STREET | $5.2M | 1.08% | 56,383 | Trimmed |
| 25 | VEA | VANGUARD FTSE | $5.1M | 1.07% | 71,983 | Added |
Source: SEC Form 13F filings · as of 2026-06-30