Navigation Wealth Management, Inc. Portfolio Holdings

Navigation Wealth Management, Inc. has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $63.4 Million distributed in 33 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 $42M, Spdr Bloomberg High Yield Bond with a value of $5.98M, Zacks Tr Earnings Constant Por with a value of $5.04M, Ishares Core U.S. Aggregate Bo with a value of $1.7M, and Schwab Strategic Tr Us Emergin with a value of $946K.

Examining the 13F form we can see an decrease of $2.17M in the current position value, from $65.6M to 63.4M.

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.