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Navalign, LLC

Q1 2026 13F Holdings

  • Location
    encino, CA
  • Num holdings

    127

  • Value ($000)

    $396,495

  • Date Filed
    04/29/2026
  • Form type
    13F-HR
  • CIK
    0001820593
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
F
FBND

FIDELITY MERRIMACK STR TR

COM
316188309
$46.99M
12 %

1,030,049

A
AAPL

APPLE INC

COM
037833100
$25.45M
6 %

100,276

V
VIGI

VANGUARD WHITEHALL FDS

COM
921946810
$22.89M
6 %

258,797

I
IJR

ISHARES TR

COM
464287804
$20.66M
5 %

166,187

S
SPYV

SPDR SERIES TRUST

COM
78464A508
$19.55M
5 %

345,476

G
GUNR

FLEXSHARES TR

COM
33939L407
$18.98M
5 %

344,007

S
SCHP

SCHWAB STRATEGIC TR

COM
808524870
$18.43M
5 %

692,714

K
KRE

SPDR SERIES TRUST

COM
78464A409
$18.18M
5 %

185,699

U
UCON

FIRST TR EXCHNG TRADED FD VI

COM
33740F888
$14.83M
4 %

598,694

V
VNQ

VANGUARD INDEX FDS

COM
922908553
$13.45M
3 %

151,588

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