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Holders — by stockHoldings — by fund

Napier Financial, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2086579

$480.0M

disclosed book value

472

positions

13%

largest position share

Positions, as of 2026-06-30

top 100 of 472 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IWBISHARES RUSSELL152,880$62.6M13%
2IVVISHARES CORE61,286$45.9M9.6%
3EFAISHARES MSCI250,152$26.0M5.4%
4IEIISHARES 3-7YR173,124$20.3M4.2%
5IWDISHARES RUSSELL80,154$19.4M4%
6VOVANGUARD MID231,680$18.7M3.9%
7RDVYFIRST TRUST223,682$18.1M3.8%
8EEMISHARES MSCI232,637$15.9M3.3%
9USFRWISDOMTREE FLOATING311,012$15.7M3.3%
10SPYSTATE STREET20,044$15.0M3.1%
11MOATVANECK MORNINGSTAR125,479$13.0M2.7%
12IWFISHARES RUSSELL103,237$12.8M2.7%
13VBVANGUARD SMALL39,347$11.9M2.5%
14VCSHVANGUARD SHORT147,734$11.7M2.4%
15VCITVANGUARD INTERMEDIATE137,118$11.3M2.4%
16AAPLAPPLE INC32,083$9.3M1.9%
17GLDMSPDR GOLD114,725$9.1M1.9%
18SHYISHARES 1-3YR85,389$7.0M1.5%
19VONEVANGUARD RUSSELL19,114$6.5M1.3%
20SPSMSTATE STREET110,389$6.4M1.3%
21ANGLVANECK FALLEN207,774$6.1M1.3%
22DFASDIMENSIONAL US71,522$5.9M1.2%
23USIGISHARES BROAD111,352$5.7M1.2%
24BILSTATE STREET56,383$5.2M1.1%
25VEAVANGUARD FTSE71,983$5.1M1.1%
26TOTLSTATE STREET114,819$4.5M0.9%
27FLOTISHARES FLOATING74,740$3.8M0.8%
28SPTSSTATE STREET125,393$3.6M0.8%
29TMOTHERMO FISHER7,252$3.6M0.8%
30SPTISTATE STREET114,614$3.3M0.7%
31IEMGISHARES CORE32,808$2.7M0.6%
32FALNISHARES FALLEN86,617$2.4M0.5%
33MSFTMICROSOFT CORP6,033$2.3M0.5%
34VTIVANGUARD TOTAL5,801$2.1M0.4%
35BNDXVANGUARD TOTAL41,848$2.0M0.4%
36GOOGALPHABET INC5,027$1.8M0.4%
37NVDANVIDIA CORP8,844$1.8M0.4%
38EFIVSTATE STREET23,155$1.7M0.4%
39ESGVVANGUARD ESG12,437$1.6M0.3%
40XVVISHARES ESG28,651$1.6M0.3%
41IAGGISHARES CORE32,103$1.6M0.3%
42GOOGLALPHABET INC4,332$1.5M0.3%
43EMBISHARES JPMORGAN16,000$1.5M0.3%
44SRLNSTATE STREET33,506$1.3M0.3%
45CPTLGLOBAL X28,589$1.3M0.3%
46JPMJPMORGAN CHASE3,652$1.2M0.2%
47NUSCNUVEEN ESG22,903$1.2M0.2%
48JNJJOHNSON & JOHNSON4,473$1.1M0.2%
49VOEVANGUARD MID5,458$1.1M0.2%
50SPTMSTATE STREET11,782$1.1M0.2%
51RTXRTX CORP5,009$950,3010.2%
52ESGEISHARES ESG17,366$949,7490.2%
53NUDMNUVEEN ESG22,676$907,4940.2%
54SCHJSCHWABN 1-534,740$856,6880.2%
55MBBISHARES MBS8,379$791,9820.2%
56VLUEISHARES MSCI3,584$716,0190.1%
57WMTWALMART INC6,232$705,8220.1%
58IXNISHARES GLOBAL4,800$693,5040.1%
59NUMGNUVEEN ESG13,919$653,6380.1%
60SHESTATE STREET4,206$649,5730.1%
61XLVSTATE STREET3,982$631,7830.1%
62ICLNISHARES GLOBAL30,470$624,3310.1%
63HEDJWISDOMTREE EUROPE10,533$600,3810.1%
64EXMOCEXXON MOBIL4,302$588,1380.1%
65BRK/BBERKSHIRE HATHAWAY1,135$567,9440.1%
66ESGUISHARES ESG3,460$566,2980.1%
67INTCINTEL CORP3,937$549,7230.1%
68BACBANK AMERICA9,472$539,6890.1%
69AVGOBROADCOM INC1,392$525,8270.1%
70CSCOCISCO SYSTEMS4,467$524,6940.1%
71VUGVANGUARD GROWTH6,046$520,7910.1%
72CATCATERPILLAR INC486$517,5420.1%
73VVVANGUARD LARGE1,497$514,8340.1%
74IVWISHARES S&P3,736$513,7620.1%
75RSPINVESCO S&P2,374$505,1160.1%
76MDYSPDR S&P705$495,8550.1%
77QQQINVESCO QQQ673$495,6150.1%
78HDHOME DEPOT1,377$485,4890.1%
79TSLATESLA INC1,108$466,0250.1%
80SUSCISHARES ESG19,338$447,7010.1%
81BABOEING COMPANY2,032$439,8670.1%
82QUALISHARES MSCI1,916$420,4280.1%
83AMZNAMAZON COM1,723$410,6590.1%
84MRVLMARVELL TECHNOLOGY1,349$402,0000.1%
85VZVERIZON COMMUNICATIONS8,967$379,6630.1%
86NETCLOUDFLARE INC1,527$374,5430.1%
87IBMINTL BUSINESS1,300$365,5240.1%
88CSXCSX CORP7,290$346,4940.1%
89PHOINVESCO WATER4,639$320,4630.1%
90NOBLPROSHARES S&P5,551$311,7280.1%
91CARRCARRIER GLOBAL4,148$304,2560.1%
92NOCNORTHROP GRUMMAN596$303,5490.1%
93GDGENERAL DYNAMICS856$303,2290.1%
94SCHBSCHWAB US10,428$301,9950.1%
95AMDADVANCED MICRO511$296,5550.1%
96WWAYFAIR INC3,123$288,6280.1%
97ROYALTY PHARMA5,147$288,5930.1%
98ABBVABBVIE INC1,144$287,8460.1%
99DIASTATE STREET530$276,8670.1%
100PLDPROLOGIS INC2,025$274,3270.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.