Navigation Wealth Management, Inc. - Portfolio Stock Holdings
Navigation Wealth Management, Inc. disclosed 35 stock positions in a recent SEC 13F filing. $65,100,247 of stock holdings were filed, with the largest holdings including SPY, ZECP, and JNK. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $103,175,002 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
35Est. Stock Holding Value:
$65,100,247Top Stock Holdings By Sector
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Portfolio Stock Holdings - Navigation Wealth Management, Inc.
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