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Portfolio (Quarterly) Guide ↗

Navalign, LLC

· CIK 0001820593
13F Portfolio $429M AUM 132 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 132 New
Page 1 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBND FIDELITY MERRIMACK STR TR 1,083,023.0 $49.3M 11.48% NEW $45.49 -0.8%
2 AAPL APPLE INC Technology 99,451.0 $28.8M 6.71% NEW $289.36 +8.3%
3 VXUS VANGUARD STAR FDS 285,185.0 $24.4M 5.68% NEW $85.49 +2.7%
4 IJR ISHARES TR 163,755.0 $24.3M 5.66% NEW $148.31 -1.0%
5 SPYG SPDR SERIES TRUST 182,166.0 $21.7M 5.05% NEW $118.99 +0.8%
6 SPYV SPDR SERIES TRUST 349,442.0 $21.2M 4.95% NEW $60.79 +4.8%
7 SCHP SCHWAB STRATEGIC TR 726,108.0 $19.2M 4.48% NEW $26.50 -1.7%
8 GUNR FLEXSHARES TR 348,035.0 $17.2M 4.00% NEW $49.28 +14.4%
9 UCON FIRST TR EXCHNG TRADED FD VI 620,228.0 $15.4M 3.60% NEW $24.88 -0.8%
10 VNQ VANGUARD INDEX FDS 153,717.0 $14.8M 3.45% NEW $96.43 +2.3%
11 CMF ISHARES TR 202,036.0 $11.6M 2.71% NEW $57.64 -2.0%
12 AVUV AMERICAN CENTY ETF TR 78,452.0 $9.8M 2.28% NEW $124.76 +0.8%
13 J P MORGAN EXCHANGE TRADED F 131,050.0 $9.5M 2.21% NEW $72.28
14 SCHD SCHWAB STRATEGIC TR 290,110.0 $9.2M 2.14% NEW $31.71 +10.5%
15 RSP INVESCO EXCHANGE TRADED FD T 42,418.0 $9.0M 2.10% NEW $212.77 +4.4%
16 NVDA NVIDIA CORPORATION Technology 43,160.0 $8.6M 2.01% NEW $200.09 +4.8%
17 AMGN AMGEN INC Healthcare 22,715.0 $8.2M 1.92% NEW $362.12 +21.6%
18 GOOGL ALPHABET INC Communication Services 14,133.0 $5.1M 1.18% NEW $357.36 -4.3%
19 META META PLATFORMS INC Communication Services 7,842.0 $4.4M 1.03% NEW $563.26 +2.3%
20 V VISA INC Financial Services 10,841.0 $3.7M 0.87% NEW $343.09 +11.9%
Page 1 of 7  ·  132 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Healthcare 14.4%
Financial Services 12.2%
Industrials 8.5%
Communication Services 7.6%
Consumer Cyclical 6.8%
Consumer Defensive 4.3%
Utilities 2.7%
Energy 1.7%
Real Estate 1.6%