Fund HoldingsNavalign, LLC

Total Portfolio Value
$407.45M
Total Bought
$71.22M
Total Sold
$48.60M
Net Transaction
+$22.62M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR P500VAL
0338,257+338,257019,2164.72%+19,216
SPDR SERIES TRUST
ST STR P500GRW
0179,426+179,426019,1454.70%+19,145
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
0120,844+120,84407,6351.87%+7,635
FIDELITY MERRIMACK STR TR939,073990,542+51,46943,42345,60511.19%+2,182
APPLE INC(AAPL)101,381101,073-30825,81527,4786.74%+1,663
VANGUARD WHITEHALL FDS240,245247,416+7,17121,51922,6265.55%+1,107
AMGEN INC(AMGN)22,74422,74406,4187,4441.83%+1,026
FLEXSHARES TR
MORNSTAR UPSTR
368,310372,219+3,90916,12517,0664.19%+942
ALPHABET INC(GOOG)15,76815,232-5363,8334,7681.17%+934
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
109,777130,242+20,4653,6694,4621.10%+793
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
548,742580,039+31,29713,82214,6003.58%+778
ISHARES TR07,465+7,46507490.18%+749
SCHWAB STRATEGIC TR272,575290,702+18,1277,4417,9741.96%+533
VANGUARD INDEX FDS123,484132,823+9,33911,28911,7542.88%+465
MERCK & CO INC(MRK)14,60315,706+1,1031,2261,6530.41%+428
ALPHABET INC(GOOG)7,1396,872-2671,7392,1560.53%+418
ELI LILLY & CO(LLY)1,9431,743-2001,4831,8730.46%+391
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
40,22941,572+1,3437,6327,9631.95%+332
THERMO FISHER SCIENTIFIC INC(TMO)2,2172,302+851,0751,3340.33%+259
SALESFORCE INC(CRM)06,438+6,43801,7050.42%+1,705
DELTA AIR LINES INC DEL(DAL)17,80717,890+831,0111,2420.30%+231
VANGUARD INDEX FDS01,150+1,15002200.05%+220
ADVANCED ENERGY INDS01,020+1,02002140.05%+214
CATERPILLAR INC(CAT)0370+37002120.05%+212
CAPITAL ONE FINL CORP(COF)07,404+7,40401,7940.44%+1,794
FEDEX CORP(FDX)3,0013,132+1317089050.22%+197
ISHARES TR01,968+1,96801890.05%+189
SPDR SERIES TRUST
ST STR SP600GRWO
01,999+1,99901880.05%+188
SPDR INDEX SHS FDS
ST STR NAT ETF
03,007+3,00701870.05%+187
LOCKHEED MARTIN CORP(LMT)0382+38201850.05%+185
SPDR GOLD TR(GLD)0452+45201790.04%+179
WALMART INC(WMT)24,52524,290-2352,5282,7060.66%+179
UNITED PARCEL SERVICE INC(UPS)011,313+11,31301,1220.28%+1,122
SPDR SERIES TRUST
ST STR SP600SM C
01,915+1,91501740.04%+174
MICRON TECHNOLOGY INC(MU)0600+60001710.04%+171
REGIONS FINANCIAL CORP NEW(RF)06,065+6,06501640.04%+164
WW GRAINGER INC(GWW)0160+16001610.04%+161
ISHARES TR
ESG AWR MSCI USA
01,079+1,07901610.04%+161
AMAZON COM INC(AMZN)13,30513,349+442,9213,0810.76%+160
VANGUARD WORLD FD02,230+2,23001600.04%+160
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,337+1,33701600.04%+160
VANGUARD MUN BD FDS31,46134,489+3,0281,5751,7340.43%+159
ISHARES TR185,762187,112+1,35010,59610,7512.64%+156
EMERSON ELEC CO(EMR)01,166+1,16601550.04%+155
AMERICAN CENTY ETF TR81,05980,609-4508,0688,2212.02%+153
PFIZER INC(PFE)06,078+6,07801510.04%+151
3M CO(MMM)0883+88301410.03%+141
JOHNSON & JOHNSON(JNJ)0680+68001410.03%+141
VISA INC(V)010,605+10,60503,7190.91%+3,719
ISHARES TR02,411+2,41101370.03%+137
CISCO SYS INC(CSCO)15,70315,729+261,0741,2120.30%+137
AT&T INC(T)05,513+5,51301370.03%+137
GILEAD SCIENCES INC(GILD)01,114+1,11401370.03%+137
COCA COLA CO(KO)024,897+24,89701,7410.43%+1,741
VANGUARD TAX-MANAGED FDS02,117+2,11701320.03%+132
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
02,296+2,29601310.03%+131
JOHNSON CTLS INTL PLC
SHS
15,55515,367-1881,7101,8400.45%+130
MARVELL TECHNOLOGY INC(MRVL)01,519+1,51901290.03%+129
AUTOMATIC DATA PROCESSING IN0500+50001290.03%+129
ANALOG DEVICES INC(ADI)0473+47301280.03%+128
GOLDMAN SACHS GROUP INC(GS)2,3982,317-811,9102,0360.50%+126
MCDONALDS CORP(MCD)0397+39701210.03%+121
CHEVRON CORP NEW(CVX)0794+79401210.03%+121
MCKESSON CORP(MCK)3,2243,183-412,4912,6110.64%+120
MORGAN STANLEY(MS)0639+63901130.03%+113
BOEING CO(BA)0510+51001110.03%+111
SIMULATIONS PLUS INC35,00635,00605286380.16%+111
VANGUARD BD INDEX FDS26,16527,595+1,4302,0652,1750.53%+110
REALTY INCOME CORP(O)01,943+1,94301100.03%+110
INTUITIVE SURGICAL INC0913+91305170.13%+517
BANK AMERICA CORP28,38828,592+2041,4651,5730.39%+108
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,964+1,96401080.03%+108
HOWMET AEROSPACE INC(HWM)0511+51101050.03%+105
EXXON MOBIL CORP0834+83401000.02%+100
QUALCOMM INC(QCOM)0577+5770990.02%+99
TJX COS INC NEW(TJX)10,84010,836-41,5671,6650.41%+98
ISHARES TR01,471+1,4710970.02%+97
EATON CORP PLC(ETN)0291+2910930.02%+93
VANGUARD INDEX FDS0299+2990900.02%+90
VERTIV HOLDINGS CO(VRT)0551+5510890.02%+89
GENERAL DYNAMICS CORP(GD)0260+2600880.02%+88
ENTERPRISE PRODS PARTNERS L(EPD)02,702+2,7020870.02%+87
ADVANCED MICRO DEVICES INC(AMD)0395+3950850.02%+85
TRANSDIGM GROUP INC(TDG)0819+81901,0890.27%+1,089
SCHWAB STRATEGIC TR02,835+2,8350770.02%+77
MONSTER BEVERAGE CORP NEW(MNST)01,000+1,0000770.02%+77
CUMMINS INC(CMI)0150+1500770.02%+77
US BANCORP DEL(USB)01,434+1,4340770.02%+77
BLACKSTONE INC(BX)0495+4950760.02%+76
SCHWAB CHARLES CORP(SCHW)10,21410,522+3089751,0510.26%+76
SPDR SERIES TRUST
ST STR SP600 SML
01,618+1,6180760.02%+76
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0526+5260760.02%+76
GE AEROSPACE(GE)0243+2430750.02%+75
INTEL CORP(INTC)02,008+2,0080740.02%+74
VANGUARD INDEX FDS1,2311,423+1924044770.12%+73
ISHARES TR0518+5180720.02%+72
VIKING HOLDINGS LTD(VIK)01,000+1,0000710.02%+71
ISHARES TR0534+5340690.02%+69
CLOUDFLARE INC(NET)0350+3500690.02%+69
PUBLIC STORAGE OPER CO(PSA)0260+2600680.02%+68
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