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Portfolio (Quarterly) Guide ↗

Navigate Wealth Management, LLC

· CIK 0002127791
13F Portfolio $161M AUM 79 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 29 Added 16 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CAT CATERPILLAR INC Industrials 1,266.0 $1.1M 0.69% NEW $880.28 -9.1%
2 HONEYWELL AEROSPACE INC 2,179.0 $461K 0.29% NEW $211.63
3 JNJ JOHNSON & JOHNSON Healthcare 1,570.0 $397K 0.25% NEW $253.07 +5.9%
4 MCD MCDONALDS CORP Consumer Cyclical 1,455.0 $390K 0.24% NEW $267.71 -1.0%
5 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,000.0 $255K 0.16% NEW $255.26 +12.6%
6 RF REGIONS FINANCIAL CORP NEW Financial Services 7,666.0 $243K 0.15% NEW $31.65 -4.2%
7 RTX RTX CORPORATION Industrials 1,232.0 $238K 0.15% NEW $193.51 +9.4%
8 FDX FEDEX CORP Industrials 700.0 $219K 0.14% NEW $312.98 +5.7%
9 AVLV AMERICAN CENTY ETF TR 2,249.0 $206K 0.13% NEW $91.65 +2.6%

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 33.9%
Financial Services 17.7%
Consumer Defensive 14.8%
Industrials 12.4%
Consumer Cyclical 5.6%
Healthcare 4.8%
Utilities 4.6%
Energy 3.4%
Basic Materials 2.7%