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Napier Financial, LLC

Napier Financial, LLC is an Investment Adviser institutional filer with the SEC under CIK 2086579, reporting 472 portfolio positions, with 3 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: MA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-07-31

Top 10 portfolio positions

The largest reported holdings in Napier Financial, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES RUSSELL (IWB)
  2. ISHARES CORE (IVV)
  3. ISHARES MSCI (EFA)
  4. ISHARES 3-7YR (IEI)
  5. ISHARES RUSSELL (IWD)
  6. VANGUARD MID (VO)
  7. FIRST TRUST (RDVY)
  8. ISHARES MSCI (EEM)
  9. WISDOMTREE FLOATING (USFR)
  10. STATE STREET (SPY)
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