Top 50 Navalign, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 11.85% | 1.03M | $47.0M | +3.99%(+39.51K) | $46.35(-1.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.42% | 100.3K | $25.4M | -0.79%(-797) | $134.11(+122.85%) | 2026-03-31 | |
| VIGI | VANGUARD WHITEHALL FDS | 5.77% | 258.8K | $22.9M | +4.60%(+11.38K) | $80.96(+14.69%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.21% | 166.2K | $20.7M | +0.34%(+565) | $100.43(+34.71%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.93% | 345.5K | $19.5M | +2.13%(+7.22K) | $37.65(+59.83%) | 2026-03-31 | |
| GUNR | FLEXSHARES TR | 4.79% | 344.0K | $19.0M | -7.58%(-28.21K) | $36.37(+53.60%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 4.65% | 692.7K | $18.4M | +4.95%(+32.68K) | $27.95(-4.15%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.59% | 185.7K | $18.2M | +3.50%(+6.27K) | $57.21(+107.72%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3.74% | 598.7K | $14.8M | +3.22%(+18.66K) | $24.59(+1.30%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 3.39% | 151.6K | $13.4M | +14.13%(+18.77K) | $90.28(+6.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.15% | +30.06% |
| Top 20 Holdings Unweighted | +13.93% | +47.90% |
Sign up free to track Navalign, LLC, compare funds side by side, and get alerts the moment positions change.