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Naviter Wealth, LLC

Q1 2026 13F Holdings

  • Location
    little rock, AR
  • Num holdings

    271

  • Value ($000)

    $800,612

  • Date Filed
    04/10/2026
  • Form type
    13F-HR
  • CIK
    0001855567
  • 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
A
AMLP

ALPS ETF TR

ALERIAN MLP
00162Q452
$70.84M
9 %

1,345,764

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$39.17M
5 %

773,899

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$30.86M
4 %

91,070

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$26.86M
3 %

153,991

A
AAPL

APPLE INC

COM
037833100
$26.14M
3 %

102,986

A
ACWI

ISHARES TR

MSCI ACWI ETF
464288257
$24.81M
3 %

179,309

X
XOM

EXXON MOBIL CORP

COM
30231G102
$24.06M
3 %

141,820

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$22.03M
3 %

76,600

M
MSFT

MICROSOFT CORP

COM
594918104
$17.35M
2 %

46,867

A
AMZN

AMAZON COM INC

COM
023135106
$13.88M
2 %

66,626

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