account_balance

Investment manager · 13F filer · SEC CIK 1820593

Navalign, LLC

Reported value$437Mas of Sep 30, 2026
Positions124 5 new, 13 sold out
Top 10 weight55.1%FBND alone is 11%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 11.3% Added +5%
AAPL Apple Inc. 7.6% Held
VXUS Vanguard Star FDS 5.7% Added +3%
SPYG SPDR Series Trust 5.1% Held
IJR iShares Tr 5.1% Held
SPYV SPDR Series Trust 5.0% Added +2%
SCHP Schwab Strategic Tr 4.3% Added +3%
GUNR Flexshares Tr 4.2% Held
UCON First Tr Exchng Traded Fd Vi 3.5% Added +4%
VNQ Vanguard Index FDS 3.2% Added +2%
CMF iShares Tr 2.8% Added +11%
JQUA J P Morgan Exchange Traded F 2.2% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • DGRO $9M
  • VTEC $1.91M
  • MMM $1.23M
  • GNR $218K
arrow_upwardAdded
arrow_downwardTrimmed
  • SGOV −27%
  • BSV −20%
  • NVDA −7%
  • MRK −5%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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