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Navigoe, LLC
NAVIGOE, LLC is a Redondo Beach, CA-based investment advisory and wealth management firm founded by Scott Leonard. Originally established in 1996 as Leonard Wealth Management, the firm evolved into Navigoe, LLC, providing full-service, conflict-free, fee-only financial planning for individuals and families. Operating with a small team of professionals, the firm emphasizes client-centered advice free from the traditional product-pushing of banks and insurance companies. Navigoe primarily serves high-net-worth individuals and offers services such as financial planning and portfolio management. The team includes 3 financial advisors and serves over 570 clients.
Investment Strategy
Navigoe pursues a fee-only, conflict-free approach to wealth management and investment advisory, focusing on individualized financial planning that puts clients' interests first. The firm emphasizes holistic financial advice as opposed to commission-based product sales, tailoring investment portfolios to align with its clients’ unique goals, risk tolerance, and long-term financial objectives. Navigoe's philosophy centers on all-inclusive planning with an emphasis on fiduciary responsibility, aiming to deliver objective advice and comprehensive portfolio management, primarily for high-net-worth individuals.
Latest 13F Filing Activity
Navigoe, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 252 equity positions with a total 13F market value of $157M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, American Centy Etf TR among other positions. Navigoe, LLC reduced exposure to Dimensional Etf Trust, Intuitive Surgical Inc., Dimensional Etf Trust among others.
Top Holdings
Equity Positions (252)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 11.58% | $18.1M | 393,209 | $35.55 | $46.12 | +$1.4M |
D DFUV | DIMENSIONAL ETF TRUST | 9.33% | $14.6M | 327,159 | $41.07 | $44.69 | +$1.3M |
D DFAT | DIMENSIONAL ETF TRUST | 8.40% | $13.2M | 225,927 | $55.66 | $58.21 | +$762.0K |
D DFAU | DIMENSIONAL ETF TRUST | 8.24% | $12.9M | 282,153 | $40.80 | $45.76 | +$2.3M |
D DFSV | DIMENSIONAL ETF TRUST | 7.20% | $11.3M | 354,071 | $30.13 | $31.84 | +$1.7M |
Industry Allocation
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