Navalign, LLC

Institutional manager (13F) · CIK 1820593

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $350M

#	Issuer	Value	Shares
1	FIDELITY MERRIMACK STR TR	$47M	1,030,049
2	APPLE INC	$25M	100,276
3	VANGUARD WHITEHALL FDS	$23M	258,797
4	ISHARES TR	$21M	166,187
5	SPDR SERIES TRUST	$20M	345,476
6	FLEXSHARES TR	$19M	344,007
7	SCHWAB STRATEGIC TR	$18M	692,714
8	SPDR SERIES TRUST	$18M	185,699
9	FIRST TR EXCHNG TRADED FD VI	$15M	598,694
10	VANGUARD INDEX FDS	$13M	151,588
11	ISHARES TR	$11M	200,894
12	SCHWAB STRATEGIC TR	$9M	290,354
13	AMERICAN CENTY ETF TR	$9M	79,709
14	INVESCO EXCHANGE TRADED FD T	$8M	42,051
15	AMGEN INC	$8M	22,744
16	J P MORGAN EXCHANGE TRADED F	$8M	130,438
17	NVIDIA CORPORATION	$8M	43,925
18	META PLATFORMS INC	$4M	7,829
19	ALPHABET INC	$4M	14,473
20	VISA INC	$3M	10,786
21	ISHARES TR	$3M	28,210
22	AMAZON COM INC	$3M	13,551
23	BROADCOM INC	$3M	9,054
24	MICROSOFT CORP	$3M	7,158
25	JPMORGAN CHASE & CO	$3M	8,785
26	MCKESSON CORP	$3M	2,953
27	FIRST TR EXCHNG TRADED FD VI	$2M	65,359
28	VANGUARD BD INDEX FDS	$2M	27,397
29	VANGUARD INTL EQUITY INDEX F	$2M	37,579
30	NETFLIX INC.	$2M	21,116
31	COSTCO WHOLESALE CORPORATION	$2M	2,001
32	JOHNSON CONTROLS INTERNATION	$2M	14,905
33	ALPHABET INC	$2M	6,731
34	MERCK & CO INC	$2M	15,925
35	GOLDMAN SACHS GROUP INC	$2M	2,160
36	BLACKROCK INC	$2M	1,875
37	VANGUARD MUN BD FDS	$2M	35,720
38	UBER TECHNOLOGIES INC	$2M	24,567
39	PROCTER & GAMBLE CO	$2M	12,215
40	COCA COLA CO	$2M	22,266
41	TJX COS INC NEW	$2M	10,564
42	TE CONNECTIVITY PLC	$2M	7,858
43	ELI LILLY & CO	$2M	1,743
44	THE CIGNA GROUP	$2M	5,740
45	PHILLIPS 66	$2M	8,287
46	UNION PAC CORP	$1M	6,071
47	HONEYWELL INTL INC	$1M	6,442
48	CONOCOPHILLIPS	$1M	10,650
49	BANK AMERICA CORP	$1M	28,545
50	AMERICAN ELEC PWR CO INC	$1M	10,607

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.