Arkolith/Funds/Navis Wealth Advisors, LLC

Navis Wealth Advisors, LLC

CIK 1849055Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Navis Wealth Advisors, LLC holds a diversified book of 175 stocks worth $196.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened TIDAL TRUST II and trimmed STATE STR SPDR S&P 500 ETF T. Their largest long position is STATE STR SPDR S&P 500 ETF T at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
60
existing
Trimmed
49
reduced
Sold out
31
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
37%
Top 20 holdings
48%

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

Direct sector allocation

8% mapped to company sectors

ETF / fund or unclassified
92%
Information Technology
6%
Consumer Discretionary
1%
Financials
1%
Consumer Staples
0%

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, no cost basis

Bought
  • TIDAL TRUST II
    New$7.8M
  • ISHARES U S ETF TR
    New$2.5M
  • PIMCO ETF TR
    New$2.4M
  • GLOBAL X FDS
    New$2.3M
  • BLACKROCK ENERGY & RES TR
    +644%$2.1M
  • PIMCO DYNAMIC INCOME FD
    New$1.9M
Trimmed / exited
  • SYMBOTIC INC
    −100%$1.4B
  • AVIS BUDGET GROUP INC
    −61%$3.0M
  • ALPS ETF TR
    −90%$2.3M
  • FIRST TR EXCHANGE-TRADED FD
    −60%$1.1M
  • J P MORGAN EXCHANGE TRADED F
    −37%$1.0M
  • VANGUARD INDEX FDS
    −76%$843K

Holdings: largest first

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

175 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$14.2M21.9K
7.3%
−0.1%
Reduced · −12 sh
2Invesco QQQ TR
UNIT SER 1
$13.0M22.5K
6.6%
+2.3%
Added · +496 sh
3Vanguard Index FDS
S&P 500 ETF SHS
$10.0M16.7K
5.1%
−0.1%
Reduced · −9 sh
4Tidal Trust II
DEFIANCE OIL ENH
$7.8M846.6K
4.0%
New
New position
5Kla Corp
COM NEW
$6.7M4.5K
3.4%
Held
6Nvidia Corporation
COM
$5.9M34.1K
3.0%
+10%
Added · +3K sh
7Pgim ETF TR
PGIM ULTRA SH BD
$5.4M108.5K
2.7%
+12%
Added · +12K sh
8Symbotic Inc
CLASS A COM
$3.6M66.8K
1.8%
−100%
Reduced · −26.0M sh
9Vanguard Whitehall FDS
INTL HIGH ETF
$3.3M35.4K
1.7%
−10%
Reduced · −4K sh
10Ishares U S ETF TR
GSCI CMDTY STGY
$2.5M74.6K
1.3%
New
New position
11BlackRock Energy & Res TR
COM
$2.4M138.8K
1.2%
+644%
Added · +120K sh
12Pimco ETF TR
ACTIVE BD ETF
$2.4M26.0K
1.2%
New
New position
13Goldman Sachs ETF TR
S&P 500 PREMIUM
$2.4M47.1K
1.2%
Held
14Goldman Sachs ETF TR
NASDAQ-100 PREMI
$2.3M46.7K
1.2%
Held
15Global X FDS
GLB X MLP ENRG I
$2.3M30.6K
1.2%
New
New position
16Ishares TR
S&P 500 GRWT ETF
$2.2M19.8K
1.1%
+0.1%
Added · +19 sh
17Dimensional ETF Trust
INTERNATNAL VAL
$2.2M41.0K
1.1%
−14%
Reduced · −7K sh
18Ishares TR
INTL SEL DIV ETF
$2.1M50.3K
1.1%
+22%
Added · +9K sh
19Proshares TR
S&P 500 DV ARIST
$2.0M19.3K
1.0%
+0.3%
Added · +61 sh
20Pimco Dynamic Income FD
SHS
$1.9M112.2K
1.0%
New
New position
21Avis Budget Group Inc
COM
$1.9M13.0K
1.0%
−61%
Reduced · −21K sh
22Select Sector SPDR TR
STATE STREET CON
$1.9M23.0K
1.0%
+0.5%
Added · +110 sh
23Fedex Corp
COM
$1.8M5.2K
0.9%
−0.9%
Reduced · −45 sh
24J P Morgan Exchange Traded F
NASDAQ EQT PREM
$1.8M32.9K
0.9%
−24%
Reduced · −11K sh
25JPMorgan Chase & Co
COM
$1.8M6.1K
0.9%
−14%
Reduced · −1K sh
26Ishares TR
CORE S&P500 ETF
$1.8M2.7K
0.9%
+2.2%
Added · +58 sh
27J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.8M31.4K
0.9%
−37%
Reduced · −18K sh
28Goldman Sachs Group Inc
COM
$1.7M2.1K
0.9%
Held
29Compass Inc
CL A
$1.6M217.4K
0.8%
+49%
Added · +72K sh
30Amazon Com Inc
COM
$1.6M7.6K
0.8%
−13%
Reduced · −1K sh
31Vanguard Specialized Funds
DIV APP ETF
$1.6M7.3K
0.8%
−30%
Reduced · −3K sh
32Ishares TR
MSCI EAFE ETF
$1.5M15.8K
0.8%
+4.7%
Added · +717 sh
33American Beacon Select Funds
GLG NATURAL RESO
$1.5M28.7K
0.8%
+56%
Added · +10K sh
34Alphabet Inc
CAP STK CL C
$1.5M5.1K
0.8%
−8.9%
Reduced · −505 sh
35Ishares TR
U.S. BAS MTL ETF
$1.4M8.1K
0.7%
+0.3%
Added · +23 sh
36Ishares TR
RUS 2000 GRW ETF
$1.4M4.5K
0.7%
−18%
Reduced · −945 sh
37Tortoise Energy Infrstrctr C
COM
$1.4M27.8K
0.7%
New
New position
38Ishares TR
U.S. FINLS ETF
$1.4M11.5K
0.7%
+0.5%
Added · +56 sh
39Pimco ETF TR
MULTISECTOR BD
$1.3M50.6K
0.7%
−29%
Reduced · −21K sh
40First TR Exchange-Traded FD
COMMON SHS
$1.3M72.7K
0.7%
−24%
Reduced · −23K sh
41Microsoft Corp
COM
$1.2M3.3K
0.6%
+33%
Added · +811 sh
42Gamco Global Gold Nat Res &
COM SH BEN INT
$1.2M228.3K
0.6%
+94%
Added · +111K sh
43Flexshares TR
INT QLTDVDYNAM
$1.2M31.8K
0.6%
Held
44American Express Co
COM
$1.2M4.0K
0.6%
+1.9%
Added · +74 sh
45Pimco Dynamic Income Oprnts
COM BEN SHS
$1.2M90.5K
0.6%
New
New position
46Meta Platforms Inc
CL A
$1.2M2.0K
0.6%
+6.6%
Added · +127 sh
47Select Sector SPDR TR
STATE STREET FIN
$1.2M23.5K
0.6%
−1.2%
Reduced · −287 sh
48Tidal Trust II
DEFIANCE GOLD
$1.1M73.3K
0.6%
New
New position
49Micron Technology Inc
COM
$1.1M3.3K
0.6%
+0.3%
Added · +11 sh
50Pimco Dynamic Income Strateg
COM SHS BEN INT
$1.1M49.2K
0.6%
New
New position
Showing 50 of 175 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026175$196.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026178$236.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025123$133.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025114$118.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.