DOSSIER · 13F-HR · Q3 2026
NavPoint Financial, Inc.
$283M in tracked AUM across 75 positions as of Q3 2026.
NF
CIK 0002009813 · last filed Sep 30, 2026
AI Analysis · Q3 2026
1. Portfolio Overview
NavPoint Financial, Inc. has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 117.9%, growing from $107.38 million to $233.97 million. This dramatic increase in assets under management (AUM) is likely driven by a combination of strong market performance and substantial net capital inflows, evidenced by the high volume of new position initiations.
The portfolio current...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026.