Navigation Wealth Management, Inc. - Portfolio overview

Navigation Wealth Management, Inc. has 34 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. ZECP - ZACKS TRUST, 18.84%
2. QUIZ - ZACKS TRUST, 8.47%
3. SMIZ - ZACKS TRUST, 7.78%

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

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