Naviter Wealth, LLC
Naviter Wealth, LLC reported 305 positions worth $1.10B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AMLP (7.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMLP | SH | $85.0M | 7.71% | 1,639,760 | — | — | |
| ▸ 2 | ACWI | SH | $60.4M | 5.48% | 384,843 | — | — | |
| ▸ 3 | JPST | SH | $55.6M | 5.04% | 1,099,150 | — | — | |
| ▸ 4 | TSM | SH | $54.2M | 4.92% | 113,327 | — | — | |
| ▸ 5 | NVDA | SH | $38.4M | 3.48% | 191,813 | — | — | |
| ▸ 6 | AAPL | SH | $36.0M | 3.27% | 124,422 | — | — | |
| ▸ 7 | GOOGL | SH | $33.5M | 3.04% | 93,605 | — | — | |
| ▸ 8 | AMZN | SH | $20.7M | 1.88% | 86,798 | — | — | |
| ▸ 9 | ASML | SH | $18.1M | 1.64% | 9,088 | — | — | |
| ▸ 10 | MSFT | SH | $17.3M | 1.57% | 46,317 | — | — |
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Frequently Asked Questions
What stocks does Naviter Wealth, LLC hold as of Q2 2026?
Naviter Wealth, LLC reported 305 positions worth $1.10B in its Q2 2026 13F filing. Largest positions: AMLP (7.7%), ACWI (5.5%), JPST (5.0%), TSM (4.9%) and NVDA (3.5%).
What did Naviter Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Naviter Wealth, LLC 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.