13F Insight
DOSSIER · 13F-HR · Q1 2026

Naviter Wealth, LLC

$801M in tracked AUM across 271 positions as of Q1 2026.

NW
CIK 0001855567 · last filed Mar 31, 2026
Total AUM
$801M
as of Q1 2026
Holdings
271
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Naviter Wealth, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMLP
ALPS ETF TR
$71M1.3M8.8%02
JPST
J P MORGAN EXCHANGE TRADED F
$39M774K4.9%03
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$31M91K3.9%04
NVDA
NVIDIA CORPORATION
$27M154K3.4%05
AAPL
APPLE INC
$26M103K3.3%06
ACWI
ISHARES TR
$25M179K3.1%07
XOM
EXXON MOBIL CORP
$24M142K3.0%08
GOOGL
ALPHABET INC
$22M77K2.8%09
MSFT
MICROSOFT CORP
$17M47K2.2%10
AMZN
AMAZON COM INC
$14M67K1.7%

Filing history

2026Q1Mar 31
$801M▲ 4.4%
271 positionsView →2025Q4Dec 31
$767M▼ 10.7%
275 positionsView →2025Q3Sep 30
$859M▲ 5.8%
260 positionsView →2025Q2Jun 30
$812M▼ 1.6%
273 positionsLocked2025Q1Mar 31
$825M▼ 0.5%
274 positionsLocked2024Q4Dec 31
$829M▲ 15.4%
278 positionsLocked2024Q3Sep 30
$718M▲ 7.2%
243 positionsLocked2024Q2Jun 30
$670M▲ 9.6%
231 positionsLocked2024Q1Mar 31
$611M▲ 23.0%
232 positionsLocked2023Q4Dec 31
$497M▲ 19.9%
218 positionsLocked2023Q3Sep 30
$414M▲ 5.3%
210 positionsLocked2023Q2Jun 30
$393M▲ 37.6%
231 positionsLocked
Showing 12 of 18