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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DFIS DIMENSIONAL ETF TRUST 9,614.0 $339K 0.21% +64.0 +0.7% $35.27 +6.7%
62 LRCX LAM RESEARCH CORP Technology 1,030.0 $323K 0.20% $313.30 -3.6%
63 EAGG ISHARES TR 6,560.0 $309K 0.19% +760.0 +13.1% $47.03 -0.7%
64 PXH INVESCO EXCH TRADED FD TR II 10,974.0 $308K 0.19% -107.0 -1.0% $28.09 +5.1%
65 HD HOME DEPOT INC Consumer Cyclical 869.0 $294K 0.18% $338.87 -2.6%
66 AXP AMERICAN EXPRESS CO Financial Services 770.0 $274K 0.17% $355.35 -6.2%
67 LOW LOWES COS INC Consumer Cyclical 1,252.0 $261K 0.16% $208.66 -0.3%
68 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,000.0 $255K 0.16% NEW $255.26 +12.6%
69 VXUS VANGUARD STAR FDS 3,013.0 $251K 0.16% -319.0 -9.6% $83.37 +5.0%
70 RF REGIONS FINANCIAL CORP NEW Financial Services 7,666.0 $243K 0.15% NEW $31.65 -4.2%
71 VWO VANGUARD INTL EQUITY INDEX F 4,155.0 $240K 0.15% -80.0 -1.9% $57.84 +5.1%
72 RTX RTX CORPORATION Industrials 1,232.0 $238K 0.15% NEW $193.51 +9.4%
73 BAC BANK OF AMER CORP Financial Services 3,802.0 $233K 0.14% $61.27 +1.7%
74 FANG DIAMONDBACK ENERGY INC Energy 1,167.0 $228K 0.14% $195.54 +1.1%
75 IJR ISHARES TR 1,559.0 $228K 0.14% $146.02 -0.3%
76 DFAU DIMENSIONAL ETF TRUST 4,302.0 $222K 0.14% $51.51 +3.2%
77 FDX FEDEX CORP Industrials 700.0 $219K 0.14% NEW $312.98 +5.7%
78 JMUB J P MORGAN EXCHANGE TRADED F 4,174.0 $210K 0.13% $50.21 -1.2%
79 AVLV AMERICAN CENTY ETF TR 2,249.0 $206K 0.13% NEW $91.65 +2.6%
Page 4 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%