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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 5 of 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC Healthcare 24,004.0 $3.1M 0.28% NEW $129.34 +17.4%
82 SAP SAP SE Technology 19,650.0 $3.0M 0.28% NEW $154.11 +40.7%
83 BERKSHIRE HATHAWAY INC DEL 4.0 $3.0M 0.27% NEW $748850.00
84 IBM INTERNATIONAL BUSINESS MACHS Technology 10,596.0 $3.0M 0.27% NEW $281.20 -15.6%
85 IWP ISHARES TR 20,316.0 $3.0M 0.27% NEW $146.41 -2.7%
86 GSK GSK PLC Healthcare 55,331.0 $2.9M 0.27% NEW $52.87 -0.8%
87 TRIN TRINITY CAP INC Financial Services 161,870.0 $2.9M 0.26% NEW $17.89 +1.2%
88 UNP UNION PAC CORP Industrials 10,619.0 $2.9M 0.26% NEW $271.99 +12.8%
89 AMGN AMGEN INC Healthcare 7,878.0 $2.9M 0.26% NEW $362.14 +20.5%
90 PG PROCTER & GAMBLE CO Consumer Defensive 19,345.0 $2.8M 0.26% NEW $146.64 -2.6%
91 PANW PALO ALTO NETWORKS INC Technology 8,292.0 $2.8M 0.26% NEW $341.01 +3.7%
92 OZK BANK OZK LITTLE ROCK ARK Financial Services 53,704.0 $2.8M 0.25% NEW $52.09 -5.6%
93 IVV ISHARES TR 3,675.0 $2.8M 0.25% NEW $748.89 +2.7%
94 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 176,534.0 $2.7M 0.25% NEW $15.57 -1.6%
95 ING ING GROEP N.V. Financial Services 87,254.0 $2.7M 0.25% NEW $31.38 +10.4%
96 LYG LLOYDS BANKING GROUP PLC Financial Services 451,862.0 $2.6M 0.24% NEW $5.83 +1.5%
97 AVB AVALONBAY CMNTYS INC Real Estate 13,705.0 $2.6M 0.24% NEW $190.47 -3.4%
98 NFLX NETFLIX INC. Communication Services 36,495.0 $2.6M 0.24% NEW $71.40 +12.2%
99 EXR EXTRA SPACE STORAGE INC Real Estate 17,910.0 $2.6M 0.24% NEW $145.30 +1.9%
100 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 151,189.0 $2.6M 0.24% NEW $17.17 +8.6%
Page 5 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%