Naviter Wealth, LLC: 13F holdings
CIK 18555672026Q2
| Positions | 305 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 305 (+34 vs prior quarter) |
|---|
| Reported value | $1.1bn (+37.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMLP ALPS ETF TR | 1,639,760 | $85.0m | 7.7% |
| ACWI ISHARES TR | 384,843 | $60.4m | 5.5% |
| JPST J P MORGAN EXCHANGE TRADED F | 1,099,150 | $55.6m | 5.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 113,327 | $54.2m | 4.9% |
| NVDA NVIDIA CORPORATION | 191,813 | $38.4m | 3.5% |
| AAPL APPLE INC | 124,422 | $36.0m | 3.3% |
| GOOGL ALPHABET INC | 93,605 | $33.5m | 3.0% |
| AMZN AMAZON COM INC | 86,798 | $20.7m | 1.9% |
| ASML HLDG NV | 9,088 | $18.1m | 1.6% |
| MSFT MICROSOFT CORP | 46,317 | $17.3m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1855567")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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