Navigation Wealth Management, Inc. Portfolio Holdings

Navigation Wealth Management, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $65.6 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.6M, Ishares Barclays 20+ Year Trea with a value of $5.13M, Zacks Tr Earnings Constant Por with a value of $4.9M, Ishares Tr with a value of $1.53M, and Spdr Bloomberg High Yield Bond with a value of $1.47M.

Examining the 13F form we can see an increase of $306K in the current position value, from $65.3M to 65.6M.

Navigation Wealth Management, Inc. is based out at Fort Collins, CO

Below you can find more details about Navigation Wealth Management, Inc. portfolio as well as his latest detailed transactions.