Navigate Wealth Management, LLC - Portfolio overview

Navigate Wealth Management, LLC has 72 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 12.33%
2. VOO - VANGUARD INDEX FDS, 7.75%
3. DFLV - DIMENSIONAL ETF TRUST, 7.63%

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

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