Long-term investor

Navis Wealth Advisors, LLC @naviswealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001849055).

Record

  • Tracked since 2025-06-30 (431 days), 285 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.7% · 6 months +8.9% · 1 year +17.5% · all +17.5%
  • Max drawdown -1.9% · Sharpe 1.04 · win rate 19% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SYM · 10.5% · long · since 2025-09-30
  • QQQ · 6.2% · long · since 2025-06-30
  • 78462F103 · 6.2% · long · since 2025-06-30
  • 922908363 · 4.4% · long · since 2025-06-30
  • KLAC · 4.0% · long · since 2025-06-30
  • 38149W622 · 3.4% · long · since 2025-12-31
  • 38149W630 · 3.0% · long · since 2025-12-31
  • NVDA · 2.6% · long · since 2025-06-30
  • 69344A107 · 2.1% · long · since 2025-06-30
  • 77926X825 · 1.9% · long · since 2026-06-30
  • 81752T528 · 1.8% · long · since 2025-12-31
  • 92790A405 · 1.8% · long · since 2026-06-30

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