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Portfolio (Quarterly) Guide ↗

Navigate Wealth Management, LLC

· CIK 0002127791
13F Portfolio $142M AUM 72 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 72 New
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 26,704.0 $1.8M 1.27% NEW $67.82 +4.2%
22 MSFT MICROSOFT CORP Technology 3,975.0 $1.7M 1.18% NEW $424.18 -1.2%
23 BND VANGUARD BD INDEX FDS 20,019.0 $1.5M 1.04% NEW $73.78 -1.2%
24 VTWO VANGUARD SCOTTSDALE FDS 10,629.0 $1.2M 0.83% NEW $110.96 +2.9%
25 DFAC DIMENSIONAL ETF TRUST 26,893.0 $1.1M 0.79% NEW $41.88 +3.5%
26 VCSH VANGUARD SCOTTSDALE FDS 13,699.0 $1.1M 0.76% NEW $79.37 -0.6%
27 SHV ISHARES TR 9,475.0 $1.0M 0.73% NEW $110.29 -0.0%
28 VTEB VANGUARD MUN BD FDS 19,775.0 $996K 0.70% NEW $50.38 -1.1%
29 SO SOUTHERN CO Utilities 10,770.0 $990K 0.69% NEW $91.92 +1.8%
30 HON HONEYWELL INTL INC Industrials 4,359.0 $969K 0.68% NEW $222.22 +0.7%
31 SFBS SERVISFIRST BANCSHARES INC Financial Services 11,786.0 $932K 0.65% NEW $79.04 -2.3%
32 BSV VANGUARD BD INDEX FDS 10,152.0 $796K 0.56% NEW $78.40 -0.7%
33 NVDA NVIDIA CORPORATION Technology 3,925.0 $785K 0.55% NEW $199.88 +9.8%
34 SPY STATE STR SPDR S&P 500 ETF T Financial Services 918.0 $646K 0.45% NEW $704.08 +5.5%
35 VMC VULCAN MATLS CO Basic Materials 2,202.0 $640K 0.45% NEW $290.72 -9.4%
36 DFAI DIMENSIONAL ETF TRUST 15,253.0 $621K 0.44% NEW $40.70 +2.2%
37 LLY ELI LILLY & CO Healthcare 670.0 $605K 0.42% NEW $903.67 +15.3%
38 SLYG SPDR SERIES TRUST 5,498.0 $583K 0.41% NEW $106.03 +1.2%
39 NSC NORFOLK SOUTHN CORP Industrials 1,880.0 $568K 0.40% NEW $302.22 +3.1%
40 CVX CHEVRON CORPORATION Energy 3,000.0 $558K 0.39% NEW $185.98 +2.7%
Page 2 of 4  ·  72 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 36.8%
Financial Services 16.3%
Consumer Defensive 15.4%
Industrials 10.2%
Consumer Cyclical 5.5%
Utilities 5.2%
Energy 4.1%
Basic Materials 3.4%
Healthcare 3.2%