Naviter Wealth, LLC - Portfolio Stock Holdings
Naviter Wealth, LLC disclosed 313 stock positions in a recent SEC 13F filing. $1,098,706,480 of stock holdings were filed, with the largest holdings including AMLP, ACWI, and JPST. This filing represented positions held on June 30, 2026, and was filed on Aug. 7, 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:
June 30, 2026No. of Stocks:
313Est. Stock Holding Value:
$1,098,706,480Top Stock Holdings By Sector
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Portfolio Stock Holdings - Naviter Wealth, LLC
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% of Portfolio
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