Long-term investor
Navigate Wealth Management, LLC @navigatewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002127791).
Record
- Tracked since 2026-03-31 (198 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days -12.9% · 6 months n/a · 1 year n/a · all -12.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 12.9% · long · since 2026-03-31
- 922908363 · 9.1% · long · since 2026-03-31
- 25434V666 · 8.7% · long · since 2026-03-31
- 92206C730 · 5.7% · long · since 2026-03-31
- 922908769 · 5.4% · long · since 2026-03-31
- 464287226 · 4.3% · long · since 2026-03-31
- 25434V302 · 4.2% · long · since 2026-03-31
- 25434V500 · 3.8% · long · since 2026-03-31
- 25434V781 · 3.5% · long · since 2026-03-31
- 25434V807 · 3.1% · long · since 2026-03-31
- 25434V401 · 2.5% · long · since 2026-03-31
- 922042775 · 2.3% · long · since 2026-03-31