Napier Financial, LLC - Portfolio overview

Napier Financial, LLC has 608 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. IWB - ISHARES RUSSELL, 12.46%
2. IVV - ISHARES CORE, 9.15%
3. EFA - ISHARES MSCI, 5.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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