account_balance
Investment manager · 13F filer · SEC CIK 1839930
Navigation Wealth Management, Inc.
Reported value$66.1Mas of Sep 30, 2026
Positions34 2 new, 1 sold out
Top 10 weight84.3%SPY alone is 50%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
50.1%Trimmed −18%
ZECPZacks Trust
9.7%Trimmed −7%
JNKSPDR Series Trust
8.5%
QUIZZacks Trust
4.3%Trimmed −6%
SMIZZacks Trust
3.9%Trimmed −8%
AGGiShares Tr
3.0%Added +2%
SCHE1.7%
IWD1.1%
GROZ1.1%
IWF1.0%
SPXL
BIL
SPYSPDR S&P 500 ETF Trust
50.1%Trimmed −18%
ZECPZacks Trust
9.7%Trimmed −7%
JNKSPDR Series Trust
8.5%
QUIZZacks Trust
4.3%
SMIZ3.9%
AGG
IWD
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
SPY SPDR S&P 500 ETF Trust 50.1% Trimmed −18%
ZECP Zacks Trust 9.7% Trimmed −7%
JNK SPDR Series Trust 8.5% Held
QUIZ Zacks Trust 4.3% Trimmed −6%
SMIZ Zacks Trust 3.9% Trimmed −8%
AGG iShares Tr 3.0% Added +2%
SCHE Schwab Strategic Tr 1.7% Trimmed −6%
IWD iShares Tr 1.1% Held
GROZ Zacks Trust 1.1% Trimmed −2%
IWF iShares Tr 1.0% Added +5%
SPXL Direxion Shares ETF Trust 0.9% New
BIL SPDR Series Trust 0.9% Held
What changed
Biggest moves since Jun 30, 2026
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