Navis Wealth Advisors, LLC - Portfolio overview
Navis Wealth Advisors, LLC has 183 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- SPY - STATE STR SPDR S&P 500 ETF T, 6.97%
- QQQ - INVESCO QQQ TR, 6.36%
- VOO - VANGUARD INDEX FDS, 4.89%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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