Navalign, LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$407.0M

Holdings

511

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (511 positions)

#StockSharesValue% PortfolioType
1
FBNDFIDELITY MERRIMACK STR TR
990,542$45.0M11.06%
2
AAPLAPPLE INC
101,073$27.0M6.63%
3
VIGIVANGUARD WHITEHALL FDS
247,416$22.0M5.41%
4
SPYGSPDR SERIES TRUST
179,426$19.0M4.67%
5
SPYVSPDR SERIES TRUST
338,257$19.0M4.67%
6
IJRISHARES TR
165,622$19.0M4.67%
7
SCHPSCHWAB STRATEGIC TR
660,030$17.0M4.18%
8
GUNRFLEXSHARES TR
372,219$17.0M4.18%
9
UCONFIRST TR EXCHNG TRADED FD VI
580,039$14.0M3.44%
10
VNQVANGUARD INDEX FDS
132,823$11.0M2.70%
11
CMFISHARES TR
187,112$10.0M2.46%
12
AVUVAMERICAN CENTY ETF TR
80,609$8.0M1.97%
13
NVDANVIDIA CORPORATION
44,914$8.0M1.97%
14
AMGNAMGEN INC
22,744$7.0M1.72%
15
RSPINVESCO EXCHANGE TRADED FD T
41,572$7.0M1.72%
16
SCHDSCHWAB STRATEGIC TR
290,702$7.0M1.72%
17
JQUAJ P MORGAN EXCHANGE TRADED F
120,844$7.0M1.72%
18
METAMETA PLATFORMS INC
7,871$5.0M1.23%
19
GOOGLALPHABET INC
15,232$4.0M0.98%
20
BUFRFIRST TR EXCHNG TRADED FD VI
130,242$4.0M0.98%
21
VVISA INC
10,605$3.0M0.74%
22
AMZNAMAZON COM INC
13,349$3.0M0.74%
23
AVGOBROADCOM INC
9,572$3.0M0.74%
24
MSFTMICROSOFT CORP
6,898$3.0M0.74%
25
WMTWALMART INC
24,290$2.0M0.49%
26
GOOGALPHABET INC
6,872$2.0M0.49%
27
MCKMCKESSON CORP
3,183$2.0M0.49%
28
BSVVANGUARD BD INDEX FDS
27,595$2.0M0.49%
29
GSGOLDMAN SACHS GROUP INC
2,317$2.0M0.49%
30
VWOVANGUARD INTL EQUITY INDEX F
38,017$2.0M0.49%
31
JPMJPMORGAN CHASE & CO.
9,005$2.0M0.49%
32
PGPROCTER AND GAMBLE CO
11,174$1.0M0.25%
33
CRMSALESFORCE INC
6,438$1.0M0.25%
34
CSXCSX CORP
29,684$1.0M0.25%
35
FEFIRSTENERGY CORP
23,207$1.0M0.25%
36
UBERUBER TECHNOLOGIES INC
23,581$1.0M0.25%
37
TELTE CONNECTIVITY PLC
8,049$1.0M0.25%
38
BKNGBOOKING HOLDINGS INC
270$1.0M0.25%
39
UPSUNITED PARCEL SERVICE INC
11,313$1.0M0.25%
40
JCIJOHNSON CTLS INTL PLC
15,367$1.0M0.25%
41
BLKBLACKROCK INC
1,783$1.0M0.25%
42
VTEBVANGUARD MUN BD FDS
34,489$1.0M0.25%
43
HONHONEYWELL INTL INC
6,426$1.0M0.25%
44
LLYELI LILLY & CO
1,743$1.0M0.25%
45
CITHE CIGNA GROUP
5,021$1.0M0.25%
46
DALDELTA AIR LINES INC DEL
17,890$1.0M0.25%
47
MRKMERCK & CO INC
15,706$1.0M0.25%
48
SPYSPDR S&P 500 ETF TR
1,620$1.0M0.25%
49
TMOTHERMO FISHER SCIENTIFIC INC
2,302$1.0M0.25%
50
T7DTRANSDIGM GROUP INC
819$1.0M0.25%
51
COSTCOSTCO WHSL CORP NEW
1,950$1.0M0.25%
52
UNPUNION PAC CORP
6,007$1.0M0.25%
53
SCHWSCHWAB CHARLES CORP
10,522$1.0M0.25%
54
CSCOCISCO SYS INC
15,729$1.0M0.25%
55
TJXTJX COS INC NEW
10,836$1.0M0.25%
56
NKENIKE INC
18,583$1.0M0.25%
57
PANWPALO ALTO NETWORKS INC
7,237$1.0M0.25%
58
BACBANK AMERICA CORP
28,592$1.0M0.25%
59
COFCAPITAL ONE FINL CORP
7,404$1.0M0.25%
60
AEPAMERICAN ELEC PWR CO INC
10,540$1.0M0.25%
61
LINLINDE PLC
2,835$1.0M0.25%
62
SBUXSTARBUCKS CORP
13,301$1.0M0.25%
63
PSXPHILLIPS 66
8,271$1.0M0.25%
64
KOCOCA COLA CO
24,897$1.0M0.25%
65
NFLXNETFLIX INC
19,733$1.0M0.25%
66
BXPBXP INC
13,056$00.00%
67
JPLDJ P MORGAN EXCHANGE TRADED F
25$00.00%
68
SUSAISHARES TR
518$00.00%
69
CVXCHEVRON CORP NEW
794$00.00%
70
XLVSELECT SECTOR SPDR TR
53$00.00%
71
FNDXSCHWAB STRATEGIC TR
2,835$00.00%
72
MICCMAGNUM ICE CREAM CO NV
11$00.00%
73
NDQINVESCO QQQ TR
380$00.00%
74
EQXEQUINOX GOLD CORP
100$00.00%
75
VIKVIKING HOLDINGS LTD
1,000$00.00%
76
VSGXVANGUARD WORLD FD
2,230$00.00%
77
MUSAMURPHY USA INC
32$00.00%
78
ARKKARK ETF TR
502$00.00%
79
METVLISTED FDS TR
10$00.00%
80
VLTOVERALTO CORP
23$00.00%
81
SPSMSPDR SERIES TRUST
1,618$00.00%
82
LVSLAS VEGAS SANDS CORP
30$00.00%
83
LSAKLESAKA TECHNOLOGIES INC
400$00.00%
84
PEPPEPSICO INC
1,541$00.00%
85
CATCATERPILLAR INC
370$00.00%
86
CTRMCASTOR MARITIME INC
1$00.00%
87
MFCMANULIFE FINL CORP
1,388$00.00%
88
ESGUISHARES TR
1,079$00.00%
89
OPENWOPENDOOR TECHNOLOGIES INC
5$00.00%
90
GFFGRIFFON CORP
126$00.00%
91
BDXBECTON DICKINSON & CO
84$00.00%
92
PHGKONINKLIJKE PHILIPS N V
1,989$00.00%
93
CITCINTAS CORP
125$00.00%
94
NOKNOKIA CORP
340$00.00%
95
IWRISHARES TR
1,968$00.00%
96
TRMBTRIMBLE INC
192$00.00%
97
METMETLIFE INC
11,610$00.00%
98
ZVRAZEVRA THERAPEUTICS INC
50$00.00%
99
USHYISHARES TR
25$00.00%
100
GILDGILEAD SCIENCES INC
1,114$00.00%
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