Arkolith/Funds/Navigate Wealth Management, LLC

Navigate Wealth Management, LLC

CIK 2127791Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Navigate Wealth Management, LLC holds a focused book of 79 reported positions worth $161.4M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Caterpillar Inc and trimmed Vanguard Russell 1000. Their largest long position is Ishares 0-3 Month Treasury B at 12% of the reported non-option book. Cloning the disclosed picks since 2026 would be +7% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Navigate Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.

Opened
8
bought for the first time
+5 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
2
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.7%
+18.7%/yr · since Apr '26
Their reported book
+11.6%
held from quarter-end
S&P 500
+7.1%
same window
$10K$10K$10K$11K$11KApr '26May '26Jun '26Jul '26Aug '26Sep '26
Navigate Wealth Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +11.6%, a 5.0-point gap that is the cost of the ~23-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Navigate Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~23 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
39%
Top 10 holdings
59%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

14% mapped to company sectors

ETFs / funds
84%
Information Technology
5%
Financials
2%
Industrials
2%
Materials
2%
No sector on file yet
2%
Consumer Discretionary
1%
Health Care
1%

+3 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Navigate Wealth Management, LLC

Manager / fundShared namesTheir $ in those
Pandowealth. LLC10 / 79$117.1M
Richard Young Associates, Ltd.14 / 79$143.7M
Index Fund Advisors, Inc.42 / 79$2.3B
Dixon Fnancial Services, Inc.21 / 79$224.9M
Marest Capital, LLC11 / 79$174.7M
Triune Financial Partners, LLC21 / 79$414.7M
9823 Capital, L.P.7 / 79$125.8M
Flower City Capital17 / 79$190.3M

Ranked by the share of each fund's own book sitting in the names it shares with Navigate Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

79 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$19.2M191.4K
11.9%
+9.6%
Added · +17K sh
2Dimensional ETF Trust
US LARG VALU ETF
$12.7M318.3K
7.9%
+9.3%
Added · +27K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$12.7M18.6K
7.9%
+9.0%
Added · +2K sh
4Dimensional ETF Trust
US SMALL CAP ETF
$10.2M257.1K
6.3%
+9.8%
Added · +23K sh
5Vanguard Scottsdale FDS
VNG RUS1000IDX
$8.9M26.5K
5.5%
−0.2%
Reduced · −49 sh
6Ishares TR
CORE US AGGBD ET
$8.0M81.1K
4.9%
+12%
Added · +9K sh
7Vanguard Index FDS
TOTAL STK MKT
$6.5M17.6K
4.0%
−0.5%
Reduced · −95 sh
8Dimensional ETF Trust
US SMALL CAP ETF
$6.0M74.0K
3.7%
+5.7%
Added · +4K sh
9Dimensional ETF Trust
EMGR CRE EQT MNG
$5.6M151.0K
3.5%
+14%
Added · +19K sh
10Apple Inc
COM
$4.9M14.8K
3.1%
−1.1%
Reduced · −166 sh
11Dimensional ETF Trust
INTERNATNAL VAL
$4.9M87.1K
3.0%
+3.0%
Added · +3K sh
12Dimensional ETF Trust
INTL SMALL CAP V
$4.6M112.1K
2.9%
+12%
Added · +12K sh
13Dimensional ETF Trust
US EQUI MARK ETF
$3.9M48.6K
2.4%
+20%
Added · +8K sh
14Dimensional ETF Trust
US MKTWIDE VALUE
$3.4M62.7K
2.1%
−1.0%
Reduced · −642 sh
15Vanguard Intl Equity Index F
ALLWRLD EX US
$3.4M41.9K
2.1%
+9.9%
Added · +4K sh
16Dimensional ETF Trust
US TARGETED VLU
$2.5M35.1K
1.5%
+9.4%
Added · +3K sh
17SPDR Series Trust
ST STR P500GRW
$2.4M20.4K
1.5%
−1.3%
Reduced · −263 sh
18Procter & Gamble Co
COM
$2.1M14.0K
1.3%
+7.7%
Added · +1K sh
19Invesco Exchange Traded FD T
RAFI US 1000 ETF
$2.1M38.5K
1.3%
~0%
Added · +2 sh
20Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$2.1M29.4K
1.3%
+10%
Added · +3K sh
21Dimensional ETF Trust
EMERGING MKTS CO
$1.9M50.1K
1.2%
+0.1%
Added · +62 sh
22Microsoft Corp
COM
$1.6M4.0K
1.0%
Held
23Vanguard BD Index FDS
TOTAL BND MRKT
$1.5M20.8K
0.9%
+3.7%
Added · +739 sh
24Ishares TR
TRUST ISHARE 0-1
$1.2M11.1K
0.8%
+17%
Added · +2K sh
25Vanguard Scottsdale FDS
VNG RUS2000IDX
$1.2M10.2K
0.8%
−4.0%
Reduced · −424 sh
26Dimensional ETF Trust
US COR EQU 2 ETF
$1.2M26.4K
0.7%
−1.7%
Reduced · −460 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.1M14.6K
0.7%
+6.3%
Added · +866 sh
28Vanguard Mun BD FDS
TAX EXEMPT BD
$1.1M22.7K
0.7%
+15%
Added · +3K sh
29Caterpillar Inc
COM
$1.1M1.3K
0.7%
New
New position
30Southern Co
COM
$1.1M11.4K
0.7%
+5.9%
Added · +640 sh
31Vanguard BD Index FDS
SHORT TRM BOND
$1.1M13.8K
0.7%
+36%
Added · +4K sh
32Servisfirst Bancshares Inc
COM
$1.0M11.8K
0.6%
−0.1%
Reduced · −12 sh
33Walmart Inc
COM
$833K7.3K
0.5%
+70%
Added · +3K sh
34Nvidia Corporation
COM
$796K3.9K
0.5%
Held
35JPMorgan Chase & Co
COM
$748K2.2K
0.5%
+190%
Added · +1K sh
36Eli Lilly & Co
COM
$747K633
0.5%
−5.5%
Reduced · −37 sh
37Dimensional ETF Trust
INTL CORE EQT MK
$740K17.9K
0.5%
+17%
Added · +3K sh
38State STR SPDR S&P 500 ETF T
TR UNIT
$682K918
0.4%
Held
39Norfolk Southn Corp
COM
$640K1.9K
0.4%
+0.1%
Added · +2 sh
40Ishares TR
GLOBAL REIT ETF
$636K22.3K
0.4%
+32%
Added · +5K sh
41Vulcan Matls Co
COM
$635K2.2K
0.4%
Held
42SPDR Series Trust
ST STR SP600GRWO
$629K5.5K
0.4%
−0.7%
Reduced · −40 sh
43Coca Cola Co
COM
$574K7.0K
0.4%
Held
44Chevron Corporation
COM
$568K3.0K
0.4%
+1.0%
Added · +31 sh
45Globe Life Inc
COM
$549K3.0K
0.3%
Held
46Ishares TR
S&P MC 400GR ETF
$531K4.7K
0.3%
−0.8%
Reduced · −37 sh
47Dimensional ETF Trust
WORLD EX US CORE
$521K14.4K
0.3%
−1.8%
Reduced · −265 sh
48Invesco Exchange Traded FD T
RAFI US 1500
$510K9.4K
0.3%
−0.7%
Reduced · −66 sh
49Honeywell Aerospace Inc
COM
$461K2.2K
0.3%
Listed
Newly reportable
503M Co
COM
$453K2.8K
0.3%
+1.3%
Added · +36 sh
Showing 50 of 79 positions
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Filing history

As-of date vs the date the SEC received each filing

$161.4M · Q2 2026Q1 2026 · $142.4MQ2 2026 · $161.4M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202623d79$161.4M13F-HR
Q1 2026Mar 31, 2026Apr 27, 202627d72$142.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.