Navigate Wealth Management, LLC
Navigate Wealth Management, LLC reported 79 positions worth $161.4M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SGOV (11.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $19.2M | 11.93% | 191,369 | — | — | |
| ▸ 2 | DFLV | SH | $12.7M | 7.88% | 318,313 | — | — | |
| ▸ 3 | VOO | SH | $12.7M | 7.86% | 18,576 | — | — | |
| ▸ 4 | DFSV | SH | $10.2M | 6.29% | 257,060 | — | — | |
| ▸ 5 | VONE | SH | $8.9M | 5.53% | 26,535 | — | — | |
| ▸ 6 | AGG | SH | $8.0M | 4.93% | 81,078 | — | — | |
| ▸ 7 | VTI | SH | $6.5M | 4.01% | 17,639 | — | — | |
| ▸ 8 | DFAS | SH | $6.0M | 3.72% | 73,968 | — | — | |
| ▸ 9 | DFAE | SH | $5.6M | 3.50% | 150,955 | — | — | |
| ▸ 10 | AAPL | SH | $4.9M | 3.06% | 14,789 | — | — |
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Frequently Asked Questions
What stocks does Navigate Wealth Management, LLC hold as of Q2 2026?
Navigate Wealth Management, LLC reported 79 positions worth $161.4M in its Q2 2026 13F filing. Largest positions: SGOV (11.9%), DFLV (7.9%), VOO (7.9%), DFSV (6.3%) and VONE (5.5%).
What did Navigate Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Navigate Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.