account_balance
Investment manager · 13F filer · SEC CIK 1855567
Naviter Wealth, LLC
Reported value$1.1Bas of Jun 30, 2026
Positions304 43 new, 10 sold out
Top 10 weight38.1%AMLP alone is 8%
FiledAug 738 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMLPAlps ETF Tr
7.7%Added +22%
ACWIiShares Tr
5.5%Added +115%
JPSTJ P Morgan Exchange Traded F
5.0%Added +42%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.9%Added +24%
NVDANVIDIA Corp
3.5%Added +25%
AAPLApple Inc.
3.3%Added +21%
GOOGLAlphabet Inc.
3.0%Added +22%
AMZNAmazon.com Inc
1.9%Added +30%
ASMLASML Holding NV
1.6%+16%
MSFTMicrosoft Corp
1.6%
AVGOBroadcom Inc.
1.5%+22%
WELLWelltower Inc.
1.3%
AMLPAlps ETF Tr
7.7%Added +22%
ACWIiShares Tr
5.5%Added +115%
JPSTJ P Morgan Exchange Traded F
5.0%+42%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.9%+24%
NVDANVIDIA Corp
3.5%
AAPLApple Inc.
3.3%
GOOGLAlphabet Inc.
3.0%
AMZN1.9%ASMLMSFTAVGOWELLBoxes 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
AMLP Alps ETF Tr 7.7% Added +22%
ACWI iShares Tr 5.5% Added +115%
JPST J P Morgan Exchange Traded F 5.0% Added +42%
TSM Taiwan Semiconductor Manufacturing Co Ltd 4.9% Added +24%NVDA NVIDIA Corp 3.5% Added +25%AAPL Apple Inc. 3.3% Added +21%GOOGL Alphabet Inc. 3.0% Added +22%AMZN Amazon.com Inc 1.9% Added +30%ASML ASML Holding NV 1.6% Added +16%MSFT Microsoft Corp 1.6% HeldAVGO Broadcom Inc. 1.5% Added +22%WELL Welltower Inc. 1.3% Added +25%What changed
Biggest moves since Mar 31, 2026
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