Navis Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1849055
Institutional-grade research for retail investors
13F Reported Value
ⓘ$196.0M
Holdings
175
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Navis Wealth Advisors, LLC disclosed 175 positions worth $196.0M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 7.3% of the equity portfolio, followed by $QQQ. During the quarter the fund opened 24 new positions and exited 20 and a full exit from $ZS. The portfolio is most concentrated in Other (72.0% of disclosed assets). All figures are sourced directly from Navis Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1849055.
AI Fund Analysis
Diversifying
$SPY7.3% weight
Held 9 quarters
$QQQ6.6% weight
Held 9 quarters
VANGUARD INDEX FDS
5.1% weight
Held 9 quarters
$KLAC3.4% weight
Held 9 quarters
$NVDA3.0% weight
Held 9 quarters
SELECT SECTOR SPDR TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
SELECT SECTOR SPDR TR
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$14.2M21,905 sh - —
Quality
$13.0M22,522 sh VANGUARD INDEX FDS
—Quality
$10.0M16,719 shTIDAL TRUST II
—Quality
$7.8M846,565 sh- 84.4
Quality
$6.7M4,531 sh - 90.2
Quality
$5.9M34,075 sh PGIM ETF TR
—Quality
$5.4M108,453 sh- 55.1
Quality
$3.6M66,794 sh VANGUARD WHITEHALL FDS
—Quality
$3.3M35,442 shISHARES U S ETF TR
—Quality
$2.5M74,620 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $14.2M | 21,905 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $13.0M | 22,522 |
| VANGUARD INDEX FDS | — | $10.0M | 16,719 |
| TIDAL TRUST II | — | $7.8M | 846,565 |
| KLA CORP$KLAC | 84.4 | $6.7M | 4,531 |
| NVIDIA CORP$NVDA | 90.2 | $5.9M | 34,075 |
| PGIM ETF TR | — | $5.4M | 108,453 |
 Symbotic Inc.$SYM | 55.1 | $3.6M | 66,794 |
| VANGUARD WHITEHALL FDS | — | $3.3M | 35,442 |
| ISHARES U S ETF TR | — | $2.5M | 74,620 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Navis Wealth Advisors, LLC's 175 positions.
Showing top 10 of 175 holdings.
Sector Allocation
Other
$141.2M
Technology
$22.6M
Financials
$11.7M
Industrials
$7.8M
Consumer Discretionary
$4.8M
Real Estate
$4.6M
Healthcare
$1.4M
Communication Services
$947,537
Full Holdings — Navis Wealth Advisors, LLC (Q1 2026)
All 175 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $14.2M | 7.3% | -0% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $13.0M | 6.6% | +2% | — |
| 3 | — | VANGUARD INDEX FDS | $10.0M | 5.1% | -0% | — |
| 4 | — | TIDAL TRUST II | $7.8M | 4.0% | NEW | — |
| 5 | $KLAC | KLA CORP | $6.7M | 3.4% | +0% | 84.4 |
| 6 | $NVDA | NVIDIA CORP | $5.9M | 3.0% | +10% | 90.2 |
| 7 | — | PGIM ETF TR | $5.4M | 2.7% | +12% | — |
| 8 | $SYM | Symbotic Inc. | $3.6M | 1.8% | -100% | 55.1 |
| 9 | — | VANGUARD WHITEHALL FDS | $3.3M | 1.7% | -10% | — |
| 10 | — | ISHARES U S ETF TR | $2.5M | 1.3% | NEW | — |
| 11 |  $BGR | BlackRock Energy & Resources Trust | $2.4M | 1.2% | +644% | — |
| 12 | — | PIMCO ETF TR | $2.4M | 1.2% | -64% | — |
| 13 | — | GOLDMAN SACHS ETF TR | $2.4M | 1.2% | +0% | — |
| 14 | — | GOLDMAN SACHS ETF TR | $2.3M | 1.2% | +0% | — |
| 15 | — | GLOBAL X FDS | $2.3M | 1.1% | +540% | — |
| 16 | — | ISHARES TR | $2.2M | 1.1% | +0% | — |
| 17 | — | DIMENSIONAL ETF TRUST | $2.2M | 1.1% | -14% | — |
| 18 | — | ISHARES TR | $2.1M | 1.1% | +22% | — |
| 19 | — | PROSHARES TR | $2.0M | 1.1% | +0% | — |
| 20 |  $PDI | PIMCO Dynamic Income Fund | $1.9M | 1.0% | NEW | — |
| 21 |  $CAR | AVIS BUDGET GROUP, INC. | $1.9M | 1.0% | -61% | 49.2 |
| 22 | — | SELECT SECTOR SPDR TR | $1.9M | 1.0% | +0% | — |
| 23 |  $FDX | FEDEX CORP | $1.8M | 0.9% | -1% | 60.3 |
| 24 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.9% | -24% | — |
| 25 |  $JPM | JPMORGAN CHASE & CO | $1.8M | 0.9% | -14% | 35.6 |
| 26 | — | ISHARES TR | $1.8M | 0.9% | +2% | — |
| 27 | — | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.9% | -37% | — |
| 28 |  $GS | GOLDMAN SACHS GROUP INC | $1.7M | 0.9% | +0% | — |
| 29 |  $COMP | Compass, Inc. | $1.6M | 0.8% | +49% | 58.3 |
| 30 |  $AMZN | AMAZON COM INC | $1.6M | 0.8% | -13% | 74.6 |
| 31 | — | VANGUARD SPECIALIZED FUNDS | $1.6M | 0.8% | -30% | — |
| 32 | — | ISHARES TR | $1.5M | 0.8% | +5% | — |
| 33 | — | AMERICAN BEACON SELECT FUNDS | $1.5M | 0.8% | +56% | — |
| 34 |  $GOOGL | Alphabet Inc. | $1.5M | 0.8% | -9% | 80.2 |
| 35 | — | ISHARES TR | $1.4M | 0.7% | +0% | — |
| 36 | — | ISHARES TR | $1.4M | 0.7% | -18% | — |
| 37 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $1.4M | 0.7% | NEW | — |
| 38 | — | ISHARES TR | $1.4M | 0.7% | +0% | — |
| 39 | — | PIMCO ETF TR | $1.3M | 0.7% | -29% | — |
| 40 | — | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.7% | -24% | — |
| 41 |  $MSFT | MICROSOFT CORP | $1.2M | 0.6% | +33% | 83.7 |
| 42 |  $GGN | GAMCO Global Gold, Natural Resources & Income Trust | $1.2M | 0.6% | +94% | — |
| 43 | — | FLEXSHARES TR | $1.2M | 0.6% | +0% | — |
| 44 |  $AXP | AMERICAN EXPRESS CO | $1.2M | 0.6% | +2% | 73.2 |
| 45 |  $PDO | PIMCO Dynamic Income Opportunities Fund | $1.2M | 0.6% | NEW | — |
| 46 |  $META | Meta Platforms, Inc. | $1.2M | 0.6% | +7% | 80.9 |
| 47 | — | SELECT SECTOR SPDR TR | $1.2M | 0.6% | -1% | — |
| 48 | — | TIDAL TRUST II | $1.1M | 0.6% | NEW | — |
| 49 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.6% | +0% | 88.4 |
| 50 |  $PDX | PIMCO Dynamic Income Strategy Fund | $1.1M | 0.6% | NEW | — |
| 51 | — | NEOS ETF TRUST | $1.0M | 0.5% | +283% | — |
| 52 | — | UBS AG | $1.0M | 0.5% | NEW | — |
| 53 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $1.0M | 0.5% | NEW | — |
| 54 |  $AVGO | Broadcom Inc. | $1.0M | 0.5% | +3% | 86.4 |
| 55 | — | TIDAL TRUST I | $998,500 | 0.5% | +0% | — |
| 56 | — | VANGUARD WORLD FD | $990,711 | 0.5% | +0% | — |
| 57 | — | J P MORGAN EXCHANGE TRADED F | $927,815 | 0.5% | -72% | — |
| 58 |  $WT | WisdomTree, Inc. | $893,908 | 0.5% | +2% | 62.9 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $876,891 | 0.5% | -41% | 64.5 |
| 60 |  $OZ | Belpointe PREP, LLC | $863,223 | 0.4% | NEW | 34.8 |
| 61 | — | SPDR SERIES TRUST | $861,683 | 0.4% | +3% | — |
| 62 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $857,992 | 0.4% | +0% | — |
| 63 | — | ISHARES TR | $852,800 | 0.4% | -15% | — |
| 64 | — | SPDR SERIES TRUST | $845,685 | 0.4% | +1% | — |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $844,244 | 0.4% | +0% | 66.7 |
| 66 | — | SELECT SECTOR SPDR TR | $818,598 | 0.4% | +0% | — |
| 67 |  $PEO | ADAMS NATURAL RESOURCES FUND, INC. | $779,317 | 0.4% | NEW | — |
| 68 | — | PROSHARES TR | $773,788 | 0.4% | +2% | — |
| 69 |  $LLY | ELI LILLY & Co | $762,241 | 0.4% | +7% | 89.3 |
| 70 |  $AAPL | Apple Inc. | $752,487 | 0.4% | -16% | 76.1 |
| 71 | — | VANECK ETF TRUST | $751,752 | 0.4% | +0% | — |
| 72 |  $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $744,180 | 0.4% | +229% | 32.2 |
| 73 |  $GOOG | Alphabet Inc. | $729,788 | 0.4% | -9% | 80.2 |
| 74 | — | FIRST TR EXCHANGE-TRADED FD | $720,192 | 0.4% | -60% | — |
| 75 | — | ISHARES TR | $710,683 | 0.4% | +0% | — |
| 76 |  $IVZ | Invesco Ltd. | $658,033 | 0.3% | -41% | — |
| 77 | — | VANGUARD WORLD FD | $646,501 | 0.3% | +0% | — |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $635,067 | 0.3% | +0% | 68.4 |
| 79 | — | AMERICAN CENTY ETF TR | $633,576 | 0.3% | +0% | — |
| 80 | — | ARK ETF TR | $610,837 | 0.3% | +0% | — |
| 81 |  $YMM | Full Truck Alliance Co. Ltd. | $605,375 | 0.3% | +0% | — |
| 82 | — | MATTHEWS INTL FDS | $597,108 | 0.3% | +39% | — |
| 83 | — | INNOVATOR ETFS TRUST | $589,124 | 0.3% | +12% | — |
| 84 | — | ISHARES TR | $576,361 | 0.3% | +6% | — |
| 85 |  $COST | COSTCO WHOLESALE CORP /NEW | $575,279 | 0.3% | -11% | 67 |
| 86 |  $UBER | Uber Technologies, Inc | $565,442 | 0.3% | -17% | 79.3 |
| 87 |  $PFL | PIMCO INCOME STRATEGY FUND | $549,208 | 0.3% | NEW | — |
| 88 |  $RTX | RTX Corp | $549,074 | 0.3% | -9% | 70 |
| 89 | — | ISHARES TR | $540,708 | 0.3% | +0% | — |
| 90 |  $GLD | SPDR GOLD TRUST | $531,408 | 0.3% | +5% | — |
| 91 | — | SELECT SECTOR SPDR TR | $529,938 | 0.3% | +0% | — |
| 92 | — | VANECK ETF TRUST | $526,025 | 0.3% | -23% | — |
| 93 | — | SIMPLIFY EXCHANGE TRADED FUN | $497,028 | 0.3% | NEW | — |
| 94 |  $OKLO | Oklo Inc. | $495,900 | 0.3% | -5% | — |
| 95 |  $IHD | Voya Emerging Markets High Dividend Equity Fund | $495,531 | 0.3% | NEW | — |
| 96 | — | JANUS DETROIT STR TR | $492,615 | 0.3% | -39% | — |
| 97 |  $GNT | GAMCO Natural Resources, Gold & Income Trust | $490,237 | 0.3% | NEW | — |
| 98 |  $BCX | BlackRock Resources & Commodities Strategy Trust | $490,230 | 0.3% | NEW | — |
| 99 | — | LITMAN GREGORY FDS TR | $489,757 | 0.3% | NEW | — |
| 100 | — | SELECT SECTOR SPDR TR | $484,709 | 0.3% | +0% | — |
| 101 | — | AIM ETF PRODUCTS TRUST | $481,652 | 0.3% | +32% | — |
| 102 |  $MS | MORGAN STANLEY | $480,215 | 0.3% | -4% | — |
| 103 | — | INNOVATOR ETFS TRUST | $476,236 | 0.2% | +0% | — |
| 104 |  $ARCC | ARES CAPITAL CORP | $457,700 | 0.2% | +3% | — |
| 105 | $IVZ | Invesco Ltd. | $444,026 | 0.2% | +0% | — |
| 106 | — | ISHARES TR | $434,359 | 0.2% | -47% | — |
| 107 | $WT | WisdomTree, Inc. | $428,303 | 0.2% | +12% | 62.9 |
| 108 |  $PLD | Prologis, Inc. | $421,406 | 0.2% | -2% | 67.5 |
| 109 |  $HD | HOME DEPOT, INC. | $412,759 | 0.2% | -15% | 69.2 |
| 110 | — | SPDR SERIES TRUST | $410,966 | 0.2% | +11% | — |
| 111 | — | VANECK ETF TRUST | $409,692 | 0.2% | +3% | — |
| 112 | — | ARK ETF TR | $408,789 | 0.2% | +30% | — |
| 113 |  $CPER | United States Commodity Index Funds Trust | $398,807 | 0.2% | +0% | — |
| 114 | — | NEOS ETF TRUST | $391,152 | 0.2% | +80% | — |
| 115 | — | ISHARES TR | $388,124 | 0.2% | +0% | — |
| 116 |  $EXPE | Expedia Group, Inc. | $379,583 | 0.2% | +0% | 65.7 |
| 117 | — | INNOVATOR ETFS TRUST | $378,232 | 0.2% | +3% | — |
| 118 |  $DELL | Dell Technologies Inc. | $377,827 | 0.2% | NEW | 76 |
| 119 | — | GLOBAL X FDS | $377,433 | 0.2% | +2% | — |
| 120 | — | VANGUARD INDEX FDS | $368,560 | 0.2% | +0% | — |
| 121 | — | SPDR SERIES TRUST | $363,199 | 0.2% | +0% | — |
| 122 | — | ISHARES TR | $358,971 | 0.2% | +0% | — |
| 123 |  $C | CITIGROUP INC | $347,942 | 0.2% | -21% | 54.8 |
| 124 |  $JNJ | JOHNSON & JOHNSON | $345,728 | 0.2% | -5% | 72.8 |
| 125 |  $AFL | AFLAC INC | $331,763 | 0.2% | +0% | 60.3 |
| 126 |  $PFH | PRUDENTIAL FINANCIAL INC | $327,446 | 0.2% | +0% | 58.6 |
| 127 | — | PROFESIONALLY MANAGED PORTFO | $316,836 | 0.2% | +0% | — |
| 128 | — | ADVISOR MANAGED PORTFOLIOS | $315,027 | 0.2% | +10% | — |
| 129 | — | SPDR SERIES TRUST | $314,640 | 0.2% | +37% | — |
| 130 | — | ISHARES TR | $311,942 | 0.2% | -14% | — |
| 131 | — | PGIM ETF TR | $309,571 | 0.2% | +31% | — |
| 132 |  $BABA | Alibaba Group Holding Ltd | $301,982 | 0.1% | +0% | — |
| 133 | — | INNOVATOR ETFS TRUST | $301,175 | 0.1% | +17% | — |
| 134 | — | SSGA ACTIVE ETF TR | $301,050 | 0.1% | +0% | — |
| 135 |  $WFC | WELLS FARGO & COMPANY/MN | $285,004 | 0.1% | +0% | — |
| 136 | — | INNOVATOR ETFS TRUST | $284,587 | 0.1% | +17% | — |
| 137 |  $KO | COCA COLA CO | $284,508 | 0.1% | -53% | 74 |
| 138 | $WT | WisdomTree, Inc. | $282,300 | 0.1% | +0% | 62.9 |
| 139 |  $GEV | GE Vernova Inc. | $276,709 | 0.1% | +1% | 70.1 |
| 140 | — | FIRST TR EXCHANGE-TRADED FD | $272,846 | 0.1% | +9% | — |
| 141 |  $NREF | NexPoint Real Estate Finance, Inc. | $271,637 | 0.1% | +3% | — |
| 142 | — | VANGUARD INDEX FDS | $270,658 | 0.1% | -11% | — |
| 143 | — | FIRST TR EXCHNG TRADED FD VI | $266,918 | 0.1% | +30% | — |
| 144 | — | VANGUARD INDEX FDS | $266,404 | 0.1% | -76% | — |
| 145 |  $PLTR | Palantir Technologies Inc. | $261,110 | 0.1% | -54% | 85.8 |
| 146 | — | ISHARES TR | $260,070 | 0.1% | -10% | — |
| 147 | — | EATON VANCE TAX-MANAGED GLOB | $259,930 | 0.1% | -0% | — |
| 148 | — | PALMER SQUARE FUNDS TR | $258,785 | 0.1% | NEW | — |
| 149 |  $ALPS | Alps Group Inc | $257,784 | 0.1% | -90% | — |
| 150 | — | DOUBLELINE ETF TRUST | $254,568 | 0.1% | NEW | — |
| 151 |  $ANET | Arista Networks, Inc. | $253,050 | 0.1% | +15% | 86 |
| 152 |  $LMT | LOCKHEED MARTIN CORP | $249,009 | 0.1% | NEW | 65 |
| 153 | — | ISHARES TR | $247,384 | 0.1% | -11% | — |
| 154 | — | ISHARES TR | $246,430 | 0.1% | -19% | — |
| 155 | — | SELECT SECTOR SPDR TR | $242,595 | 0.1% | +0% | — |
| 156 | — | NEOS ETF TRUST | $241,612 | 0.1% | +6% | — |
| 157 | — | INNOVATOR ETFS TRUST | $236,422 | 0.1% | +38% | — |
| 158 | — | VANECK ETF TRUST | $233,460 | 0.1% | +0% | — |
| 159 | — | SELECT SECTOR SPDR TR | $232,788 | 0.1% | -44% | — |
| 160 |  $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | $231,449 | 0.1% | +4% | — |
| 161 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $230,482 | 0.1% | -25% | — |
| 162 | — | FIRST TR EXCHANGE-TRADED FD | $229,412 | 0.1% | +4% | — |
| 163 | — | SCHWAB STRATEGIC TR | $225,993 | 0.1% | +0% | — |
| 164 |  $NNE | Nano Nuclear Energy Inc. | $225,280 | 0.1% | NEW | — |
| 165 |  $TSLA | Tesla, Inc. | $217,102 | 0.1% | -68% | 50.1 |
| 166 | — | GLOBAL X FDS | $213,187 | 0.1% | -12% | — |
| 167 | — | INNOVATOR ETFS TRUST | $210,476 | 0.1% | +49% | — |
| 168 |  $AHR | American Healthcare REIT, Inc. | $208,824 | 0.1% | +0% | 63.7 |
| 169 |  $NFLX | NETFLIX INC | $203,357 | 0.1% | NEW | 86.7 |
| 170 |  $NMFC | New Mountain Finance Corp | $194,000 | 0.1% | +0% | — |
| 171 |  $RITM | Rithm Capital Corp. | $189,600 | 0.1% | +0% | 52 |
| 172 |  $AGNC | AGNC Investment Corp. | $170,510 | 0.1% | +0% | — |
| 173 |  $SMR | NUSCALE POWER Corp | $108,400 | 0.1% | NEW | 26.6 |
| 174 |  $NIO | NIO Inc. | $63,315 | 0.0% | -49% | — |
| 175 |  $SLND | Southland Holdings, Inc. | $45,613 | 0.0% | +0% | 23.9 |
New Positions (24)
TIDAL TRUST II$7.8M
ISHARES U S ETF TR$2.5M
$PDI PIMCO Dynamic Income Fund$1.9M$TYG TORTOISE ENERGY INFRASTRUCTURE CORP$1.4M$PDO PIMCO Dynamic Income Opportunities Fund$1.2M TIDAL TRUST II$1.1M
$PDX PIMCO Dynamic Income Strategy Fund$1.1M UBS AG$1.0M
$KYN Kayne Anderson Energy Infrastructure Fund, Inc.$1.0M$OZ Belpointe PREP, LLC$863,223$PEO ADAMS NATURAL RESOURCES FUND, INC.$779,317$PFL PIMCO INCOME STRATEGY FUND$549,208 SIMPLIFY EXCHANGE TRADED FUN$497,028
$IHD Voya Emerging Markets High Dividend Equity Fund$495,531$GNT GAMCO Natural Resources, Gold & Income Trust$490,237Exited Positions (20)
$ZS Zscaler, Inc. CAPITAL GROUP DIVIDEND VALUE
ISHARES INC
ETFIS SER TR I
ISHARES INC
CALAMOS CONV & HIGH INCOME F
$BTI British American Tobacco p.l.c.
$MO ALTRIA GROUP, INC.
$WMT Walmart Inc. DBX ETF TR
SERIES PORTFOLIOS TR
AMPLIFY ETF TR
$UNH UNITEDHEALTH GROUP INC
$NGG NATIONAL GRID PLC
$ETG Eaton Vance Tax-Advantaged Global Dividend Income FundBrowse Top Institutional Investors
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