Navigation Wealth Management, Inc.
Navigation Wealth Management, Inc. reported 33 positions worth $72.6M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPY (53.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $38.8M | 53.38% | 51,893 | — | — | |
| ▸ 2 | ZECP | SH | $6.8M | 9.38% | 180,380 | — | — | |
| ▸ 3 | JNK | SH | $5.8M | 7.98% | 60,130 | — | — | |
| ▸ 4 | QUIZ | SH | $3.1M | 4.25% | 105,620 | — | — | |
| ▸ 5 | SMIZ | SH | $3.0M | 4.14% | 67,317 | — | — | |
| ▸ 6 | AGG | SH | $2.1M | 2.84% | 20,847 | — | — | |
| ▸ 7 | SCHE | SH | $1.2M | 1.62% | 32,375 | — | — | |
| ▸ 8 | VONV | SH | $695.4K | 0.96% | 6,541 | — | — | |
| ▸ 9 | VMBS | SH | $662.5K | 0.91% | 14,152 | — | — | |
| ▸ 10 | IWD | SH | $659.7K | 0.91% | 2,721 | — | — |
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Frequently Asked Questions
What stocks does Navigation Wealth Management, Inc. hold as of Q2 2026?
Navigation Wealth Management, Inc. reported 33 positions worth $72.6M in its Q2 2026 13F filing. Largest positions: SPY (53.4%), ZECP (9.4%), JNK (8.0%), QUIZ (4.3%) and SMIZ (4.1%).
What did Navigation Wealth Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Navigation Wealth Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.