Portfolio (Quarterly) Guide ↗

Navigation Wealth Management, Inc.

· CIK 0001839930

13F Portfolio $28M AUM 32 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 19 Added 11 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	MODULAR MED INC	—	55,099	$20K	0.03%	SOLD

Sector Allocation

Financial Services 80.9%

Industrials 10.3%

Consumer Defensive 8.8%