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CIK: 0001820593
Total reported value
$429.1M
$429.1M
511 檔
31.4%
During the Q4 2025 filing period, Navalign, LLC (CIK: 0001820593) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $429.1M across 511 reported positions.
In Q4 2025, Navalign, LLC displayed an active expansion posture, initiating 120 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 511 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 11.19% | -0.37% | +5.48% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.74% | +0.29% | -0.30% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.55% | -5.64% | +2.98% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.89% | +0.45% | -16.30% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.72% | +0.02% | -0.90% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.70% | +0.46% | -4.56% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.29% | -0.17% | +1.92% | |
| 8 | GUNR | Flexshares Global Upstream N | ETF-Other | 4.19% | -0.79% | +1.06% | |
| 9 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.58% | -0.14% | +5.70% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.88% | +0.06% | +7.56% | |
| 11 | CMF | Ishares California Muni Bond | ETF-Other | 2.64% | -0.17% | +0.73% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.06% | +0.08% | -4.21% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.02% | +0.06% | -0.56% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.96% | -0.11% | +6.65% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.95% | +0.06% | +3.34% | |
| 16 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.87% | +0.19% | — | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.83% | -0.10% | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.10% | +0.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.13% | -3.40% | |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.10% | +0.09% | +18.64% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.05% | +1.13% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.01% | +0.74% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.08% | -5.21% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.06% | +0.33% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.02% | -1.35% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.06% | -0.96% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.64% | -0.12% | -1.27% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.02% | +5.47% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.05% | -3.74% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | +0.01% | +1.41% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.50% | +0.04% | -3.38% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.03% | +0.67% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.47% | -0.02% | +0.91% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.10% | -10.29% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.14% | +959.21% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.02% | -1.21% | |
| 37 | TEL | TE Connectivity plc | Stock-Tech | 0.45% | -0.04% | -1.93% | |
| 38 | COF | Capital One Financial CORP | Stock-Financials | 0.44% | — | -0.82% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.43% | -0.02% | +2.91% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.02% | +9.62% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.42% | — | +4.92% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.06% | +6.27% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.41% | -0.06% | -0.04% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | — | +7.55% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.01% | +5.55% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.03% | +0.72% | |
| 47 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.35% | — | +1.89% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.34% | +0.01% | +2.88% | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.34% | -0.01% | +6.13% | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.33% | -0.01% | +3.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.40% | Trim |
| 2 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +18.64% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.1% | +7.55% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -3.74% | Trim |
| 6 | LLY | Eli Lilly & Co | +0.1% | -10.29% | Trim |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.83% | Add |
| 8 | CRM | Salesforce Inc | 0% | +4.92% | Add |
| 9 | DAL | Delta Air Lines Inc | 0% | +0.47% | Add |
| 10 | FDX | Fedex CORP | 0% | +4.37% | Add |
| 11 | UPS | United Parcel Service-cl B | 0% | — | Unchanged |
| 12 | COF | Capital One Financial CORP | 0% | -0.82% | Trim |
| 13 | CSCO | Cisco Systems Inc | 0% | +0.17% | Add |
| 14 | SLP | Simulations Plus Inc | 0% | — | Unchanged |
| 15 | ISRG | Intuitive Surgical Inc | 0% | — | Unchanged |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +9.62% | Add |
| 17 | KO | Coca-cola Co/the | 0% | +2.91% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | 0% | +15.60% | Add |
| 19 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 20 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 21 | SCHD | Schwab US Dvd Equity ETF | — | +6.65% | Add |
| 22 | JNJ | Johnson & Johnson | — | -1.21% | Trim |
| 23 | GS | Goldman Sachs Group Inc | — | -3.38% | Trim |
| 24 | BAC | Bank Of America CORP | — | +0.72% | Add |
| 25 | TJX | Tjx Companies Inc | — | -0.04% | Trim |
| 26 | TDG | Transdigm Group Inc | — | +6.78% | Add |
| 27 | SCHW | Schwab (charles) CORP | — | +3.02% | Add |
| 28 | BCAL | California Bancorp | — | — | Unchanged |
| 29 | ADBE | Adobe Inc | — | +5.97% | Add |
| 30 | WMT | Walmart Inc | 0% | -0.96% | Trim |
| 31 | AMZN | Amazon.com Inc | 0% | +0.33% | Add |
| 32 | BSV | Vanguard Short-term Bond ETF | 0% | +5.47% | Add |
| 33 | CSX | Csx CORP | 0% | +3.60% | Add |
| 34 | COP | Conocophillips | 0% | +7.25% | Add |
| 35 | AEP | American Electric Power | 0% | +2.30% | Add |
| 36 | SBUX | Starbucks CORP | 0% | +5.49% | Add |
| 37 | FAST | Fastenal Co | 0% | — | Unchanged |
| 38 | PLTR | Palantir Technologies Inc-a | 0% | -14.97% | Trim |
| 39 | XVV | Ishares Esg Select Screened | 0% | -9.50% | Trim |
| 40 | MCK | Mckesson CORP | 0% | -1.27% | Trim |
| 41 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -29.18% | Trim |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | -24.85% | Trim |
| 43 | IVW | Ishares S&p 500 Growth ETF | 0% | -16.99% | Trim |
| 44 | PAYX | Paychex Inc | 0% | -6.57% | Trim |
| 45 | LOW | Lowe's Cos Inc | 0% | -10.82% | Trim |
| 46 | VZ | Verizon Communications Inc | 0% | -3.73% | Trim |
| 47 | ABBV | Abbvie Inc | 0% | -4.21% | Trim |
| 48 | V | Visa Inc-class A Shares | 0% | +1.13% | Add |
| 49 | IVE | Ishares S&p 500 Value ETF | 0% | -25.84% | Trim |
| 50 | PYPL | Paypal Holdings Inc | 0% | +6.54% | Add |
According to official SEC Form 13F filings, Navalign, LLC reported a total U.S. public equity portfolio value of $429.1M across 511 disclosed positions in Q4 2025.
During Q4 2025, Navalign, LLC's top holdings by market value included FBND (11.2%)、AAPL (6.7%)、VIGI (5.5%). The largest single position, FBND, represented 11.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, AAPL, VIGI) accounted for 31.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
JQUA
市值: $7.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $25.8M
In Q4 2025, Navalign, LLC made 192 total portfolio adjustments, initiating 120 new buys, adding to 42 positions, trimming 30 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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