13F Insight
DOSSIER · 13F-HR · Q2 2026

Naviter Wealth, LLC

$1.1B in tracked AUM across 305 positions as of Q2 2026.

NW
CIK 0001855567 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
305
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Naviter Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMLP
ALPS ETF TR
$85M1.6M7.7%02
ACWI
ISHARES TR
$60M385K5.5%03
JPST
J P MORGAN EXCHANGE TRADED F
$56M1.1M5.0%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$54M113K4.9%05
NVDA
NVIDIA CORPORATION
$38M192K3.5%06
AAPL
APPLE INC
$36M124K3.3%07
GOOGL
ALPHABET INC
$33M94K3.0%08
AMZN
AMAZON COM INC
$21M87K1.9%09
N07059210
ASML HLDG NV
$18M9K1.6%10
MSFT
MICROSOFT CORP
$17M46K1.6%

Filing history

2026Q2Jun 30
$1.1B▲ 37.7%
305 positionsView →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 positionsLocked
Showing 12 of 19