No buy transactions available for this period
No sell transactions available for this period
Navigation Wealth Management, Inc. filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 67.33 M reflecting a -1.09% change from the prior quarter, spanning 33 assets. The top 10 holdings comprised 89.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.
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Navigation Wealth Management submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Navigation Wealth Management reported a managed portfolio value of 67.33 M, consisting of 33 individual positions.
This page displays the raw filing documents. To see which stocks Navigation Wealth Management bought or sold during Q4 2025, please visit Navigation Wealth Management's Portfolio Analysis page.