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.
Naviter Wealth, LLC (CIK 1855567) reported $800.6M across 269 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMLP ($70.8M, 8.85%), JPST ($39.2M, 4.89%), TSM ($30.9M, 3.85%), NVDA ($26.9M, 3.35%), AAPL ($26.1M, 3.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALPS ETF TR | $70.8M | 8.85% | 1.3M | Added |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | $39.2M | 4.89% | 773,899 | Added |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.9M | 3.85% | 91,070 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $26.9M | 3.35% | 153,991 | Added |
| 5 | AAPL | APPLE INC | $26.1M | 3.26% | 102,986 | Added |
| 6 | ACWI | ISHARES TR | $24.8M | 3.10% | 179,309 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $24.1M | 3.01% | 141,820 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $22.0M | 2.75% | 76,600 | Added |
| 9 | MSFT | MICROSOFT CORP | $17.3M | 2.17% | 46,867 | Added |
| 10 | AMZN | AMAZON COM INC | $13.9M | 1.73% | 66,626 | Added |
| 11 | ARCC | ARES CAPITAL CORP | $12.8M | 1.60% | 708,827 | Added |
| 12 | AVGO | BROADCOM INC | $10.9M | 1.37% | 35,334 | Added |
| 13 | ASML | ASML HLDG NV | $10.4M | 1.30% | 7,852 | Added |
| 14 | TSLA | TESLA INC | $10.1M | 1.26% | 27,176 | Trimmed |
| 15 | WELL | WELLTOWER INC | $9.7M | 1.22% | 49,313 | Added |
| 16 | WMT | WALMART INC | $9.8M | 1.22% | 78,416 | Trimmed |
| 17 | META | META PLATFORMS INC | $9.7M | 1.21% | 16,875 | Trimmed |
| 18 | PLD | PROLOGIS INC. | $8.9M | 1.11% | 67,475 | Added |
| 19 | LLY | ELI LILLY & CO | $8.8M | 1.10% | 9,534 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $7.9M | 0.98% | 26,775 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2M | 0.90% | 15,022 | Added |
| 22 | MLPA | GLOBAL X FDS | $7.1M | 0.89% | 132,300 | Trimmed |
| 23 | EQIX | EQUINIX INC | $6.7M | 0.84% | 6,884 | Added |
| 24 | HSBC | HSBC HLDGS PLC | $6.4M | 0.80% | 75,156 | Added |
| 25 | AZNCF | ASTRAZENECA PLC | $6.2M | 0.77% | 31,249 | New |
Source: SEC Form 13F filings · as of 2026-03-31