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Navigate Wealth Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2026
  • Location
    birmingham, AL
  • CIK
    0002127791
  • All SEC filings

Q2 2026 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

79

$161.4M
SGOV, DFLV, VOO, DFSV
13F-HR
Jul 23, 2026
000212779126000002

72

$142.43M
SGOV, VOO, DFLV, DFSV
13F-HR
Apr 27, 2026
000212779126000001
Navigate Wealth Management, Llc 13F Filings