Navis Wealth Advisors, LLC - Portfolio Stock Holdings
Navis Wealth Advisors, LLC disclosed 209 stock positions in a recent SEC 13F filing. $193,589,462 of stock holdings were filed, with the largest holdings including SPY, QQQ, and VOO. This filing represented positions held on March 31, 2026, and was filed on May 15, 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:
March 31, 2026No. of Stocks:
209Est. Stock Holding Value:
$193,589,462Top Stock Holdings By Sector
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Portfolio Stock Holdings - Navis Wealth Advisors, LLC
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Holdings (Shares)
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% of Portfolio
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