account_balance
Investment manager · 13F filer · SEC CIK 2132497
Navigation Group, LLC
Reported value$501Mas of Sep 30, 2026
Positions123 5 new, 3 sold out
Top 10 weight59.3%SPYG alone is 11%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
11.5%
VTIVanguard Index FDS
9.8%
PULSPgim ETF Tr
6.9%Added +6%
SPYVSPDR Series Trust
6.7%
SMHVaneck ETF Trust
6.5%Trimmed −18%
SPTMSPDR Series Trust
5.5%Trimmed −3%
JIREJ P Morgan Exchange Traded F
3.7%
AAPLApple Inc.
3.3%Trimmed −9%
SPDWSPDR Index SHS FDS
3.0%
DFATDimensional ETF Trust
2.5%−2%
COWZPacer FDS Tr
2.5%
DFAEDimensional ETF Trust
2.3%
SPYGSPDR Series Trust
11.5%
VTIVanguard Index FDS
9.8%
PULSPgim ETF Tr
6.9%
SPYVSPDR Series Trust
6.7%
SMHVaneck ETF Trust
6.5%−18%
SPTMSPDR Series Trust
5.5%
JIREJ P Morgan Exchange Traded F
3.7%
AAPLApple Inc.
3.3%
SPDW3.0%
DFAT
COWZ
DFAE
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
SPYG SPDR Series Trust 11.5% Held
VTI Vanguard Index FDS 9.8% Held
PULS Pgim ETF Tr 6.9% Added +6%
SPYV SPDR Series Trust 6.7% Held
SMH Vaneck ETF Trust 6.5% Trimmed −18%
SPTM SPDR Series Trust 5.5% Trimmed −3%
JIRE J P Morgan Exchange Traded F 3.7% Held
AAPL Apple Inc. 3.3% Trimmed −9%SPDW SPDR Index SHS FDS 3.0% Held
DFAT Dimensional ETF Trust 2.5% Trimmed −2%
COWZ Pacer FDS Tr 2.5% Held
DFAE Dimensional ETF Trust 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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