Navis Wealth Advisors, LLC - Portfolio Stock Holdings
Navis Wealth Advisors, LLC disclosed 210 stock positions in a recent SEC 13F filing. $263,734,065 of stock holdings were filed, with the largest holdings including SYM, QQQ, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.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:
June 30, 2026No. of Stocks:
210Est. Stock Holding Value:
$263,734,065Top 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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% of Portfolio
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