Navalign, LLC - Portfolio overview

Navalign, LLC has 135 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

  1. FBND - FIDELITY MERRIMACK STR TR, 11.76%
  2. AAPL - APPLE INC, 6.37%
  3. VIGI - VANGUARD WHITEHALL FDS, 5.73%

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

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