Fund HoldingsNavigation Wealth Management, Inc.

Total Portfolio Value
$72.59M
Total Bought
$50.45M
Total Sold
$5.75M
Net Transaction
+$44.70M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STATE STR SPDR S&P 500 ETF T(SPY)3,22851,893+48,6652,09938,75253.38%+36,653
SPDR SERIES TRUST
ST BLOO HIGH ETF
060,130+60,13005,7957.98%+5,795
ZACKS TRUST
QUALITY INTL ETF
0105,620+105,62003,0864.25%+3,086
ZACKS TRUST
EARNGS CONSTANT
155,906180,380+24,4745,2746,8089.38%+1,533
ZACKS TRUST
SMALL/MID CAP
58,74467,317+8,5732,1783,0044.14%+826
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,747+6,74706180.85%+618
SPDR SERIES TRUST
ST INTER BD ETF
017,020+17,02005690.78%+569
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
010,140+10,14001610.22%+161
SCHWAB STRATEGIC TR30,86832,375+1,5071,0171,1741.62%+157
ZACKS TRUST
FOCUS GROWTH ETF
18,20320,678+2,4755026570.91%+155
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
6,1866,541+3555806950.96%+115
ISHARES TR1,2295,078+3,8495246310.87%+106
SOUTHWEST AIRLS CO(LUV)7,2927,29202743750.52%+101
ISHARES TR2,6432,721+785656600.91%+95
ISHARES TR947964+172973800.52%+83
ISHARES TR3,2663,417+1514185000.69%+82
ISHARES TR20,05120,847+7961,9902,0632.84%+73
ISHARES TR2,9823,065+834355040.69%+70
ISHARES TR1,8791,894+153564190.58%+63
VANGUARD INTL EQUITY INDEX F2,8342,821-132773260.45%+49
VANGUARD INTL EQUITY INDEX F4,8695,095+2262633040.42%+41
VANGUARD INTL EQUITY INDEX F3,1733,306+1332622930.40%+31
ISHARES TR5,3175,464+1474995270.73%+28
ISHARES TR6,4916,802+3115635880.81%+25
ISHARES TR6,7987,030+2325415620.77%+21
PGIM ETF TR
PGIM ULTRA SH BD
10,23710,536+2995075220.72%+15
INVESCO EXCH TRADED FD TR II
SR LN ETF
24,89125,661+7705085230.72%+15
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
13,99114,152+1616576620.91%+6
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,5624,624+623623650.50%+4
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
9,2249,236+125405380.74%-2
ISHARES TR8,7248,997+2733103040.42%-6
WALMART INC(WMT)1,8711,892+212332140.30%-18
PRAIRIE OPER CO25,00715,407-9,60051110.02%-40
SPDR SERIES TRUST
ST INTER BD ETF
16,8360-16,8365650-565
SPDR SERIES TRUST
ST STR BLO 1 ETF
6,5880-6,5886040-604
SPDR SERIES TRUST
ST BLOO HIGH ETF
22,1900-22,1902,1240-2,124
ZACKS TRUST
QUALITY INTL ETF
87,9850-87,9852,3720-2,372
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