CIK 1839930
Navigation Wealth Management, Inc.
Institutional 13F holdings & portfolio
Holdings
33
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–33 of 33
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 58K | $1M+ | SH |
| JNK | SPDR SERIES TRUST | 60K | $1M+ | SH |
| ZECP | ZACKS TRUST | 160K | $1M+ | SH |
| QUIZ | ZACKS TRUST | 91K | $1M+ | SH |
| SMIZ | ZACKS TRUST | 60K | $1M+ | SH |
| AGG | ISHARES TR | 18K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 32K | $1M+ | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 15K | $500K+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 6K | $500K+ | SH |
| SPIB | SPDR SERIES TRUST | 18K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| GROZ | ZACKS TRUST | 16K | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| IWP | ISHARES TR | 3K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 5K | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| IWN | ISHARES TR | 2K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 7K | $100K–$500K | SH |
| TLT | ISHARES TR | 3K | $100K–$500K | SH |
| IWO | ISHARES TR | 820 | $100K–$500K | SH |
| HYG | ISHARES TR | 3K | $100K–$500K | SH |
| ILF | ISHARES TR | 8K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR II | 11K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| PULS | PGIM ETF TR | 5K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| PROP | PRAIRIE OPER CO | 25K | $15K–$50K | SH |
| MODD | MODULAR MED INC | 55K | $15K–$50K | SH |