13F Insight
DOSSIER · 13F-HR · Q1 2026

Napier Financial, LLC

Napier Financial's family office based in Boston, MA — $436M in tracked AUM across 609 positions as of Q1 2026.

NF
Napier Financial·Boston, MA·Family Office
CIK 0002086579 · last filed Mar 31, 2026
Total AUM
$436M
▲ 13.0%
vs prior
Holdings
609
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Napier Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES RUSSELL
$54M152K12.5%
02
IVV
ISHARES CORE
$40M61K9.2%
03
EFA
ISHARES MSCI
$24M250K5.6%
04
IEI
ISHARES 3-7YR
$20M169K4.6%
05
IWD
ISHARES RUSSELL
$17M79K3.9%
06
VO
VANGUARD MID
$16M57K3.8%
07
RDVY
FIRST TRUST
$15M222K3.5%
08
USFR
WISDOMTREE FLOATING
$15M295K3.4%
09
SPY
STATE STREET
$13M21K3.1%
10
EEM
ISHARES MSCI
$13M233K3.0%

Filing history

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