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Portfolio (Quarterly) Guide ↗

Naviter Wealth, LLC

· CIK 0001855567
13F Portfolio $1.1B AUM 305 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 305 New
Page 2 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 25,926.0 $10.9M 0.99% NEW $420.59 -16.5%
22 MLPA GLOBAL X FDS 201,119.0 $10.7M 0.97% NEW $53.08 +6.3%
23 CAT CATERPILLAR INC Industrials 10,011.0 $10.7M 0.97% NEW $1064.94 -23.4%
24 WMT WALMART INC Consumer Defensive 91,065.0 $10.3M 0.94% NEW $113.26 +0.9%
25 BIZD VANECK ETF TRUST 738,897.0 $9.4M 0.85% NEW $12.66 +4.7%
26 HSBC HSBC HLDGS PLC Financial Services 94,781.0 $9.0M 0.82% NEW $95.09 +7.6%
27 EQIX EQUINIX INC Real Estate 8,310.0 $8.7M 0.79% NEW $1042.39 +3.3%
28 NVS NOVARTIS AG Healthcare 47,793.0 $7.5M 0.68% NEW $156.72 +2.3%
29 SPG SIMON PPTY GROUP INC NEW Real Estate 33,283.0 $7.4M 0.68% NEW $223.65 -0.2%
30 AZN ASTRAZENECA PLC Healthcare 38,241.0 $7.3M 0.66% NEW $189.62 -13.0%
31 GS GOLDMAN SACHS GROUP INC Financial Services 6,763.0 $6.8M 0.62% NEW $1011.35 +1.0%
32 V VISA INC Financial Services 18,932.0 $6.5M 0.59% NEW $343.10 +6.5%
33 JNJ JOHNSON & JOHNSON Healthcare 25,011.0 $6.4M 0.58% NEW $253.97 +7.7%
34 TDW TIDEWATER INC NEW Energy 90,481.0 $6.0M 0.55% NEW $66.63 +42.0%
35 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 297,300.0 $6.0M 0.55% NEW $20.19 +6.8%
36 SAN BANCO SANTANDER SA Financial Services 431,070.0 $5.9M 0.54% NEW $13.80 +2.5%
37 AMT AMERICAN TOWER CORP Real Estate 35,800.0 $5.9M 0.54% NEW $165.36 +5.5%
38 C CITIGROUP INC Financial Services 40,689.0 $5.7M 0.52% NEW $139.96 -5.1%
39 SHEL SHELL PLC Energy 73,317.0 $5.7M 0.52% NEW $77.54 +19.6%
40 CSCO CISCO SYS INC Technology 48,058.0 $5.6M 0.51% NEW $117.46 -5.9%
Page 2 of 16  ·  305 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 33.0%
Financial Services 19.8%
Real Estate 12.7%
Healthcare 8.3%
Communication Services 6.9%
Consumer Cyclical 5.8%
Consumer Defensive 4.0%
Industrials 3.9%
Energy 3.1%
Basic Materials 1.8%