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Navigation Group, LLC

SEC CIK
0002132497
Latest filing
Jul 29, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 5, 2026. Long positions only.

Institution overview
Positions
113
No filing for Q4 2025
Portfolio value
$427.3M
No filing for Q4 2025
Filed
May 5, 2026
SEC

Navigation Group, LLC did not file a 13F for Q4 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Navigation Group, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF479,805$47.0M11.0%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF133,142$42.7M10.0%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF544,619$30.8M7.2%–––
Pgim ETF Tr69344A107PGIM ULTRA SH BD585,168$29.0M6.8%–––
VanEck Semiconductor ETF92189F676ETF67,411$25.8M6.0%–––
SPDR Series Trust78464A805ST STR PR SP1500311,102$24.6M5.8%–––
J P Morgan Exchange Traded F46641Q134INTRNL RES EQT220,388$16.7M3.9%–––
TSLATesla, Inc.Stock40,800$15.2M3.5%––History
AAPLApple Inc.Stock57,179$14.5M3.4%––History
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF298,134$13.6M3.2%–––
Dimensional U.S. Targeted Value ETF25434V609ETF192,976$12.1M2.8%–––
Pacer US Cash Cows 100 ETF69374H881ETF190,159$11.9M2.8%–––
iShares Tr464287630RUS 2000 VAL ETF52,684$9.99M2.3%–––
Dimensional Emerging Core Equity Market ETF25434V302ETF291,935$9.88M2.3%–––
iShares Inc46434G889EMNG MKTS EQT124,490$7.52M1.8%–––
METAMeta Platforms, Inc.Stock11,621$6.65M1.6%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF130,297$6.43M1.5%–––
GOOGLAlphabet Inc.Stock20,040$5.76M1.3%––History
Vanguard High Dividend Yield Index ETF921946406ETF31,425$4.65M1.1%–––
iShares MSCI Eafe ETF464287465ETF46,251$4.49M1.1%–––
NVDANVIDIA CorpStock24,131$4.21M1.0%––History
GOOGAlphabet Inc.Stock14,422$4.14M1.0%––History
JPMJPMorgan Chase & CoStock13,678$4.02M0.9%––History
CVXChevron CorpStock19,258$3.98M0.9%––History
Vanguard S&P 500 ETF922908363ETF5,182$3.10M0.7%–––
VVisa Inc.Stock9,082$2.74M0.6%––History
iShares Core S&P U.S. Growth ETF464287671ETF12,619$1.96M0.5%–––
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN77,030$1.84M0.4%–––
iShares MSCI Acwi Ex U.S. ETF464288240ETF26,136$1.79M0.4%–––
iShares Russell Mid-Cap Growth ETF464287481ETF13,414$1.72M0.4%–––
LLYEli Lilly & CoStock1,855$1.71M0.4%––History
AVGOBroadcom Inc.Stock5,264$1.63M0.4%––History
COSTCostco Wholesale CorpStock1,501$1.50M0.4%––History
XOMExxonMobil Holdings CorpCOM8,722$1.48M0.3%––History
First Tr Exch Traded FD III33739P863CALIF MUN INCM29,536$1.44M0.3%–––
iShares Core MSCI Eafe ETF46432F842ETF15,588$1.41M0.3%–––
LRCXLam Research CorpStock6,477$1.38M0.3%––History
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF22,111$1.31M0.3%–––
SPYSPDR S&P 500 ETF TrustETF1,951$1.27M0.3%––History
MRKMerck & Co., Inc.Stock10,265$1.23M0.3%––History
UALUnited Airlines Holdings, Inc.COM12,910$1.19M0.3%––History
Invesco QQQ Trust Series I46090E103ETF2,047$1.18M0.3%–––
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF24,059$1.16M0.3%–––
BACBank of America CorpStock22,459$1.09M0.3%––History
MSFTMicrosoft CorpStock2,945$1.09M0.3%––History
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS38,078$1.07M0.3%–––
DALDelta Air Lines, Inc.COM NEW15,914$1.06M0.2%––History
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,083$1.04M0.2%––History
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,154$992.7K0.2%–––
SPDR Series Trust78464A821ST STR SP400GRW10,159$974.9K0.2%–––
ABBVAbbVie Inc.Stock4,410$959.2K0.2%––History
BMIBadger Meter IncCOM6,114$931.5K0.2%––History
iShares Russell 2000 ETF464287655ETF3,701$917.9K0.2%–––
LMTLockheed Martin CorpStock1,489$899.9K0.2%––History
MAMastercard IncStock1,785$892.0K0.2%––History
iShares Core MSCI Emerging Markets ETF46434G103ETF12,755$889.6K0.2%–––
TERTeradyne, IncStock2,937$870.8K0.2%––History
JNJJohnson & JohnsonStock3,532$863.4K0.2%––History
HDHome Depot, Inc.Stock2,581$848.8K0.2%––History
AMZNAmazon Com IncStock3,824$796.4K0.2%––History
Schwab International Equity ETF808524805ETF31,756$786.0K0.2%–––
iShares Tr46435G193ESG AWRE USD ETF33,826$782.7K0.2%–––
iShares Core S&P Small Cap ETF464287804ETF6,260$778.1K0.2%–––
PLTRPalantir Technologies Inc.Stock5,216$763.0K0.2%––History
iShares Tr46435G425ESG AWR MSCI USA5,090$719.8K0.2%–––
AOSSmith A O CorpCOM10,811$712.9K0.2%––History
NSCNorfolk Southern CorpStock2,458$705.4K0.2%––History
RTXRTX CorpStock3,440$663.6K0.2%––History
WMTWalmart Inc.Stock5,325$661.8K0.2%––History
CSXCSX CorpStock15,411$632.6K0.1%––History
iShares Select Dividend ETF464287168ETF4,117$623.3K0.1%–––
ANETArista Networks, Inc.Stock5,070$622.5K0.1%––History
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV4,700$616.9K0.1%–––
iShares Tr464288570ESG MSCI KLD ETF5,089$616.8K0.1%–––
AMTAmerican Tower CorpREIT3,567$615.6K0.1%––History
ISRGIntuitive Surgical IncCOM NEW1,317$607.1K0.1%––History
iShares Tr46436E767ESG MSCI USA ETF10,470$577.9K0.1%–––
INTUIntuit Inc.Stock1,289$557.3K0.1%––History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF21,437$549.2K0.1%–––
iShares Tr464288638ISHS 5-10YR INVT10,102$537.6K0.1%–––
LOWLowes Companies IncStock2,171$513.0K0.1%––History
AXPAmerican Express CoStock1,675$506.8K0.1%––History
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF4,050$489.0K0.1%–––
PGProcter & Gamble CoStock3,210$463.6K0.1%––History
EMEEMCOR Group, Inc.Stock625$461.6K0.1%––History
NFLXNetflix IncStock4,776$459.2K0.1%––History
ADPAutomatic Data Processing IncStock2,211$449.2K0.1%––History
SBUXStarbucks CorpStock4,970$445.2K0.1%––History
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1936$433.5K0.1%––History
iShares Inc46434G863ESG AWR MSCI EM9,532$433.4K0.1%–––
UNHUnitedHealth Group IncStock1,549$419.0K0.1%––History
FITBFifth Third BancorpCOM8,648$401.8K0.1%––History
SNYSanofiSPONSORED ADR8,315$400.6K0.1%––History
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,660$368.3K0.1%–––
CLColgate Palmolive CoStock4,196$357.6K0.1%––History
AEPAmerican Electric Power Co IncStock2,643$346.4K0.1%––History
iShares Tr464287234MSCI EMG MKT ETF5,871$333.4K0.1%–––
NVONovo Nordisk A SADR8,894$326.8K0.1%––History
iShares Tr464287689RUSSELL 3000 ETF876$324.7K0.1%–––
VRTXVertex Pharmaceuticals IncStock696$310.8K0.1%––History