Navigation Group, LLC - Portfolio overview

Navigation Group, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 10.99%
2. VTI - VANGUARD INDEX FDS, 10.00%
3. SPYV - SPDR SERIES TRUST, 7.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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