Navigate Wealth Management, LLC

13F Portfolio Filings

Most recent 13F: Q1 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
Q1 2026	72	142,426	SGOV, VOO, DFLV, DFSV	13F-HR	4/27/2026	000212779126000001