StockDriftsStockDriftsTop 50 Navalign, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 11.48% | 1.08M | $49.3M | +5.14%(+52.97K) | $46.30(-3.10%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.71% | 99.5K | $28.8M | -0.82%(-825) | $134.11(+127.71%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.68% | 285.2K | $24.4M | new | $80.03(+10.13%) | 2026-06-30 | |
| IJR | ISHARES TR | 5.66% | 163.8K | $24.3M | -1.46%(-2.43K) | $100.43(+49.32%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 5.05% | 182.2K | $21.7M | -1.90%(-3.53K) | $57.21(+114.79%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.95% | 349.4K | $21.2M | +1.15%(+3.97K) | $37.89(+67.38%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 4.48% | 726.1K | $19.2M | +4.82%(+33.39K) | $27.88(-7.04%) | 2026-06-30 | |
| GUNR | FLEXSHARES TR | 4% | 348.0K | $17.2M | +1.17%(+4.03K) | $36.54(+46.37%) | 2026-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 3.6% | 620.2K | $15.4M | +3.60%(+21.53K) | $24.60(+0.42%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 3.45% | 153.7K | $14.8M | +1.40%(+2.13K) | $90.38(+8.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% | +5.19% | +28.76% |
| Top 20 Holdings Unweighted | +15.36% | +53.51% | +7.52% | +43.72% |
Navalign, LLC reports $429.11M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are FBND (11.5%), AAPL (6.7%) and VXUS (5.7%). The top 20 holdings account for 73.51% of reported assets. Its disclosed equity book has returned +37.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Navalign, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1820593). View Navalign, LLC’s 13F filings on SEC