Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Navalign, LLC (CIK 1820593) reported $396.5M across 127 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($47.0M, 11.85%), AAPL ($25.4M, 6.42%), VIGI ($22.9M, 5.77%), IJR ($20.7M, 5.21%), SPYV ($19.5M, 4.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $47.0M | 11.85% | 1.0M | Added |
| 2 | AAPL | APPLE INC | $25.4M | 6.42% | 100,276 | Trimmed |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $22.9M | 5.77% | 258,797 | Added |
| 4 | IJR | ISHARES TR | $20.7M | 5.21% | 166,187 | Added |
| 5 | SPYV | SPDR SERIES TRUST | $19.5M | 4.93% | 345,476 | Added |
| 6 | GUNR | FLEXSHARES TR | $19.0M | 4.79% | 344,007 | Trimmed |
| 7 | SCHP | SCHWAB STRATEGIC TR | $18.4M | 4.65% | 692,714 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $18.2M | 4.59% | 185,699 | Added |
| 9 | UCON | FIRST TR EXCHNG TRADED FD VI | $14.8M | 3.74% | 598,694 | Added |
| 10 | VNQ | VANGUARD INDEX FDS | $13.4M | 3.39% | 151,588 | Added |
| 11 | CMF | ISHARES TR | $11.4M | 2.88% | 200,894 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $8.9M | 2.25% | 290,354 | Trimmed |
| 13 | AVUV | AMERICAN CENTY ETF TR | $8.8M | 2.22% | 79,709 | Trimmed |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $8.1M | 2.04% | 42,051 | Added |
| 15 | JQUA | J P MORGAN EXCHANGE TRADED F | $8.0M | 2.02% | 130,438 | Added |
| 16 | AMGN | AMGEN INC | $8.0M | 2.02% | 22,744 | Hold |
| 17 | NVDA | NVIDIA CORPORATION | $7.7M | 1.93% | 43,925 | Trimmed |
| 18 | META | META PLATFORMS INC | $4.5M | 1.13% | 7,829 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $4.2M | 1.05% | 14,473 | Trimmed |
| 20 | V | VISA INC | $3.3M | 0.82% | 10,786 | Added |
| 21 | SGOV | ISHARES TR | $2.8M | 0.72% | 28,210 | Added |
| 22 | AVGO | BROADCOM INC | $2.8M | 0.71% | 9,054 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $2.8M | 0.71% | 13,551 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.6M | 0.67% | 7,158 | Added |
| 25 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.65% | 8,785 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31