Naviter Wealth, LLC - Portfolio Stock Holdings
Naviter Wealth, LLC disclosed 288 stock positions in a recent SEC 13F filing. $793,188,177 of stock holdings were filed, with the largest holdings including AMLP, JPST, and TSM. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.We estimate the fund has a total AUM of $1,601,900,000 and has 15 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:
288Est. Stock Holding Value:
$793,188,177Top Stock Holdings By Sector
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Portfolio Stock Holdings - Naviter Wealth, LLC
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