What does Naviter Wealth, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ALPS ETF TR

$71M1.3M8.8%

J P MORGAN EXCHANGE TRADED F

$39M774K4.9%

TAIWAN SEMICONDUCTOR MANUFAC

$31M91K3.9%

NVIDIA CORPORATION

$27M154K3.4%

APPLE INC

$26M103K3.3%

ISHARES TR

$25M179K3.1%

EXXON MOBIL CORP

$24M142K3.0%

ALPHABET INC

$22M77K2.8%

MICROSOFT CORP

$17M47K2.2%

AMAZON COM INC

$14M67K1.7%

Filing history loading…