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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
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFEM DIMENSIONAL ETF TRUST 50,112.0 $1.9M 1.17% $37.77 +6.7%
22 MSFT MICROSOFT CORP Technology 3,975.0 $1.6M 0.97% $393.85 +30.4%
23 BND VANGUARD BD INDEX FDS 20,758.0 $1.5M 0.94% +739.0 +3.7% $72.86 -0.8%
24 SHV ISHARES TR 11,094.0 $1.2M 0.76% +2K +17.1% $110.25 +0.1%
25 VTWO VANGUARD SCOTTSDALE FDS 10,205.0 $1.2M 0.75% -424.0 -4.0% $118.89 +0.6%
26 DFAC DIMENSIONAL ETF TRUST 26,433.0 $1.2M 0.72% -460.0 -1.7% $44.19 +3.2%
27 VCSH VANGUARD SCOTTSDALE FDS 14,565.0 $1.1M 0.71% +866.0 +6.3% $78.72 -0.3%
28 VTEB VANGUARD MUN BD FDS 22,705.0 $1.1M 0.70% +3K +14.8% $50.13 -1.5%
29 CAT CATERPILLAR INC Industrials 1,266.0 $1.1M 0.69% NEW $880.28 -9.1%
30 SO SOUTHERN CO Utilities 11,410.0 $1.1M 0.67% +640.0 +5.9% $95.30 -7.4%
31 BSV VANGUARD BD INDEX FDS 13,827.0 $1.1M 0.67% +4K +36.2% $77.69 -0.3%
32 SFBS SERVISFIRST BANCSHARES INC Financial Services 11,774.0 $1.0M 0.63% $86.94 -50.3%
33 WMT WALMART INC Consumer Defensive 7,290.0 $833K 0.52% +3K +69.9% $114.24 -9.8%
34 NVDA NVIDIA CORPORATION Technology 3,925.0 $796K 0.49% $202.81 +7.3%
35 JPM JPMORGAN CHASE & CO Financial Services 2,192.0 $748K 0.46% +1K +189.6% $341.10 +4.8%
36 LLY ELI LILLY & CO Healthcare 633.0 $747K 0.46% -37.0 -5.5% $1180.01 -0.6%
37 DFAI DIMENSIONAL ETF TRUST 17,886.0 $740K 0.46% +3K +17.3% $41.35 +4.4%
38 SPY STATE STR SPDR S&P 500 ETF T Financial Services 918.0 $682K 0.42% $743.29 +3.5%
39 NSC NORFOLK SOUTHN CORP Industrials 1,882.0 $640K 0.40% $340.16 +2.5%
40 REET ISHARES TR 22,312.0 $636K 0.39% +5K +32.4% $28.52 -2.9%
Page 2 of 4  ·  79 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 33.9%
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%