Napier Financial, LLC: 13F holdings

CIK 20865792026Q2

Positions472
Reported value$480.0m
Filed2026-07-31

Change since last quarter

Positions472 (-137 vs prior quarter)
Reported value$480.0m (+10.1%)

Top 10 holdings

SecuritySharesValueWeight
IWB ISHARES RUSSELL152,880$62.6m13.0%
IVV ISHARES CORE61,286$45.9m9.6%
EFA ISHARES MSCI250,152$26.0m5.4%
IEI ISHARES 3-7YR173,124$20.3m4.2%
IWD ISHARES RUSSELL80,154$19.4m4.0%
VO VANGUARD MID231,680$18.7m3.9%
RDVY FIRST TRUST223,682$18.1m3.8%
EEM ISHARES MSCI232,637$15.9m3.3%
USFR WISDOMTREE FLOATING311,012$15.7m3.3%
SPY STATE STREET20,044$15.0m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2086579")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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