Navigate Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
Birmingham, AL
CIK
0002127791
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
79
161,400
SGOV, DFLV, VOO, DFSV
13F-HR
7/23/2026
000212779126000002
Q1 2026
72
142,426
SGOV, VOO, DFLV, DFSV
13F-HR
4/27/2026
000212779126000001