Navis Wealth Advisors, LLC - Portfolio Stock Holdings
Navis Wealth Advisors, LLC disclosed 203 stock positions in a recent SEC 13F filing. $268,574,707 of stock holdings were filed, with the largest holdings including SYM, QQQ, and SPY. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $902,226,266 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
203Est. Stock Holding Value:
$268,574,707Top Stock Holdings By Sector
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Portfolio Stock Holdings - Navis Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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