Navalign, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 28, 2026, Navalign, Llc disclosed 130 stock positions valued at approximately $429.11M as of quarter-end June 30, 2026. The largest holdings include FIDELITY MERRIMACK STR TR, APPLE INC, and VANGUARD STAR FDS.

Report Period
June 30, 2026
No. of Stocks
130
Portfolio Value
$429.11M
Holdings by Sector
Navalign, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIDELITY MERRIMACK STR TRFBNDOther11.48%1,083,023+52,974+5.14%$49,266,701
APPLE INCAAPLTechnology6.71%99,451-825-0.82%$28,777,130
VANGUARD STAR FDSVXUSOther5.68%285,185+284,740+63986.52%$24,380,447
ISHARES TRIJROther5.66%163,755-2,432-1.46%$24,286,526
SPDR SERIES TRUSTSPYGOther5.05%182,166-3,533-1.90%$21,675,874
SPDR SERIES TRUSTSPYVOther4.95%349,442+3,966+1.15%$21,242,569
SCHWAB STRATEGIC TRSCHPOther4.48%726,108+33,394+4.82%$19,241,862
FLEXSHARES TRGUNROther4.00%348,035+4,028+1.17%$17,151,186
FIRST TR EXCHNG TRADED FD VIUCONOther3.60%620,228+21,534+3.60%$15,431,268
VANGUARD INDEX FDSVNQOther3.45%153,717+2,129+1.40%$14,822,963
ISHARES TRCMFOther2.71%202,036+1,142+0.57%$11,645,371
AMERICAN CENTY ETF TRAVUVOther2.28%78,452-1,257-1.58%$9,787,709
J P MORGAN EXCHANGE TRADED FJQUAOther2.21%131,050+612+0.47%$9,472,294
SCHWAB STRATEGIC TRSCHDOther2.14%290,110-244-0.08%$9,199,389
INVESCO EXCHANGE TRADED FD TRSPOther2.10%42,418+367+0.87%$9,025,226
NVIDIA CORPORATIONNVDATechnology2.01%43,160-765-1.74%$8,635,904
AMGEN INCAMGNHealthcare1.92%22,715-29-0.13%$8,225,499
ALPHABET INCGOOGLCommunication Services1.18%14,133-340-2.35%$5,050,549
META PLATFORMS INCMETACommunication Services1.03%7,842+13+0.17%$4,417,106
VISA INCVFinancial Services0.87%10,841+55+0.51%$3,719,451
BROADCOM INCAVGOTechnology0.79%9,013-41-0.45%$3,404,552
AMAZON COM INCAMZNConsumer Cyclical0.77%13,848+297+2.19%$3,300,574
JPMORGAN CHASE & COJPMFinancial Services0.67%8,756-29-0.33%$2,866,182
MICROSOFT CORPMSFTTechnology0.66%7,598+440+6.15%$2,834,329
FIRST TR EXCHNG TRADED FD VIBUFROther0.65%76,608+11,249+17.21%$2,798,490
PALO ALTO NETWORKS INCPANWTechnology0.60%7,562-141-1.83%$2,578,623
ALPHABET INCGOOGCommunication Services0.54%6,614-117-1.74%$2,336,767
VANGUARD BD INDEX FDSBSVOther0.52%28,900+1,503+5.49%$2,251,609
MCKESSON CORPMCKHealthcare0.52%2,974+21+0.71%$2,247,405
VANGUARD INTL EQUITY INDEX FVWOOther0.52%37,455-124-0.33%$2,235,679
Showing 30 of 130 holdings in the latest reporting period.