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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VMC VULCAN MATLS CO Basic Materials 2,202.0 $635K 0.39% $288.33 -4.8%
42 SLYG SPDR SERIES TRUST 5,458.0 $629K 0.39% -40.0 -0.7% $115.28 -1.0%
43 KO COCA COLA CO Consumer Defensive 7,038.0 $574K 0.36% $81.56 +9.9%
44 CVX CHEVRON CORPORATION Energy 3,031.0 $568K 0.35% +31.0 +1.0% $187.38 +7.7%
45 GL GLOBE LIFE INC Financial Services 2,971.0 $549K 0.34% $184.76 -6.5%
46 IJK ISHARES TR 4,721.0 $531K 0.33% -37.0 -0.8% $112.40 +1.2%
47 DFAX DIMENSIONAL ETF TRUST 14,433.0 $521K 0.32% -265.0 -1.8% $36.07 +6.2%
48 PRFZ INVESCO EXCHANGE TRADED FD T 9,385.0 $510K 0.32% -66.0 -0.7% $54.31 +1.6%
49 HONEYWELL AEROSPACE INC 2,179.0 $461K 0.29% NEW $211.63
50 MMM 3M CO Industrials 2,836.0 $453K 0.28% +36.0 +1.3% $159.84 +9.1%
51 DFGR DIMENSIONAL ETF TRUST 14,909.0 $446K 0.28% $29.94 -2.8%
52 EFA ISHARES TR 4,214.0 $435K 0.27% -124.0 -2.9% $103.33 +4.2%
53 IWD ISHARES TR 1,724.0 $428K 0.27% $248.03 +4.2%
54 QQQ INVESCO QQQ TR Financial Services 611.0 $425K 0.26% $695.55 +3.0%
55 JNJ JOHNSON & JOHNSON Healthcare 1,570.0 $397K 0.25% NEW $253.07 +5.9%
56 AMAT APPLIED MATLS INC Technology 738.0 $391K 0.24% $529.66 -12.8%
57 MCD MCDONALDS CORP Consumer Cyclical 1,455.0 $390K 0.24% NEW $267.71 -1.0%
58 AMZN AMAZON COM INC Consumer Cyclical 1,560.0 $386K 0.24% -167.0 -9.7% $247.23 +7.8%
59 DFCF DIMENSIONAL ETF TRUST 8,329.0 $350K 0.22% $42.02 -1.2%
60 IWF ISHARES TR 2,852.0 $340K 0.21% +2K +271.4% $119.38 +2.8%
Page 3 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%