Naviter Wealth
$1.1B 13F equity value
314 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Naviter Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AMLP | ALPS ETF TR | 1,639,760 | $85M | 7.7% |
| ACWI | ISHARES TR | 384,843 | $60M | 5.5% |
| JPST | J P MORGAN EXCHANGE TRADED F | 1,099,150 | $56M | 5.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 113,327 | $54M | 4.9% |
| NVDA | NVIDIA CORPORATION | 191,813 | $38M | 3.5% |
| AAPL | APPLE INC | 124,422 | $36M | 3.3% |
| GOOGL | ALPHABET INC | 93,605 | $33M | 3.0% |
| AMZN | AMAZON COM INC | 86,798 | $21M | 1.9% |
| ASML | ASML HLDG NV | 9,088 | $18M | 1.6% |
| MSFT | MICROSOFT CORP | 46,317 | $17M | 1.6% |
Track Naviter Wealth's 13F portfolio: $1.1B in reported holdings, 314 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}