Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Navigation Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Navigation Group, LLC (CIK 2132497) reported $514.1M across 121 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYG ($56.5M, 11.00%), VTI ($49.1M, 9.55%), SMH ($43.0M, 8.37%), SPYV ($33.1M, 6.44%), PULS ($32.6M, 6.34%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYGSPDR SERIES TRUST$56.5M11.00%475,059Trimmed
2VTIVANGUARD INDEX FDS$49.1M9.55%132,663Trimmed
3SMHVANECK ETF TRUST$43.0M8.37%65,575Trimmed
4SPYVSPDR SERIES TRUST$33.1M6.44%544,682Added
5PULSPGIM ETF TR$32.6M6.34%658,086Added
6SPTMSPDR SERIES TRUST$28.0M5.45%308,575Trimmed
7JIREJ P MORGAN EXCHANGE TRADED F$18.4M3.58%222,982Added
8TSLATESLA INC$16.0M3.11%38,017Trimmed
9AAPLAPPLE INC$15.9M3.10%55,070Trimmed
10SPDWSPDR INDEX SHS FDS$15.0M2.91%297,091Trimmed
11DFATDIMENSIONAL ETF TRUST$13.6M2.65%194,545Added
12DFAEDIMENSIONAL ETF TRUST$11.8M2.30%293,615Added
13COWZPACER FDS TR$11.8M2.29%188,936Trimmed
14IEQLAZARD ACTIVE ETF TR$11.7M2.29%334,968New
15IWNISHARES TR$11.7M2.27%52,829Added
16EMGFISHARES INC$9.4M1.83%128,406Added
17GOOGLALPHABET INC$7.1M1.39%19,976Trimmed
18XLFSELECT SECTOR SPDR TR$6.9M1.34%128,963Trimmed
19METAMETA PLATFORMS INC$6.6M1.28%11,690Added
20NVDANVIDIA CORPORATION$5.4M1.05%26,912Added
21HFXINEW YORK LIFE INVESTMENTS ET$5.0M0.98%131,729New
22VYMVANGUARD WHITEHALL FDS$5.0M0.97%31,706Added
23GOOGALPHABET INC$4.8M0.94%13,629Trimmed
24EFAISHARES TR$4.8M0.93%46,251Hold
25JPMJPMORGAN CHASE & CO$4.5M0.87%13,684Added

Source: SEC Form 13F filings · as of 2026-06-30