Fund Holdings — Navigation Wealth Management, Inc.

Total Portfolio Value
$27.75M
Total Bought
$2.33M
Total Sold
$41.90M
Net Transaction
-$39.56M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR3,1246,798+3,6742525411.95%+289
ISHARES TR3,1896,491+3,3022785632.03%+285
PGIM ETF TR
PGIM ULTRA SH BD
4,62010,237+5,6172295071.83%+278
INVESCO EXCH TRADED FD TR II
SR LN ETF
11,18424,891+13,7072355081.83%+273
SPDR SERIES TRUST
ST STR BLO 1 ETF
3,6276,588+2,9613316042.18%+272
ISHARES TR2,4245,317+2,8932334991.80%+266
ISHARES TR17,98520,051+2,0661,7961,9907.17%+194
ISHARES TR7,8958,724+8292403101.12%+69
ISHARES TR2,3592,643+2844965652.04%+69
VANGUARD INTL EQUITY INDEX F2,5452,834+2892302771.00%+47
ISHARES TR2,7702,982+2123914351.57%+44
ISHARES TR2,7543,266+5123774181.51%+41
VANGUARD INTL EQUITY INDEX F4,2254,869+6442272630.95%+36
ISHARES TR1,7681,879+1113203561.28%+36
ISHARES TR820947+1272652971.07%+32
WALMART INC(WMT)1,8201,871+512032330.84%+30
VANGUARD INTL EQUITY INDEX F2,7773,173+3962322620.94%+29
ISHARES TR1,0621,229+1675035241.89%+21
ZACKS TRUST
FOCUS GROWTH ETF
16,18218,203+2,0214825021.81%+20
PRAIRIE OPER CO(PROP)25,00725,007042510.18%+9
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
4,6734,562-1113733621.30%-11
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
6,4826,186-2965985802.09%-18
MODULAR MED INC55,0990-55,099200—-20
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
9,5499,224-3255615401.95%-21
ZACKS TRUST
SMALL/MID CAP
59,53058,744-7862,2022,1787.85%-24
SOUTHWEST AIRLS CO(LUV)7,2927,29203012740.99%-27
SPDR SERIES TRUST
ST INTER BD ETF
17,61216,836-7765955652.04%-31
SCHWAB STRATEGIC TR32,03630,868-1,1681,0491,0173.67%-32
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
14,78213,991-7916966572.37%-39
ZACKS TRUST
QUALITY INTL ETF
91,13787,985-3,1522,4172,3728.55%-45
ZACKS TRUST
EARNGS CONSTANT
159,531155,906-3,6255,5455,27419.01%-271
SPDR SERIES TRUST
ST BLOO HIGH ETF
59,85422,190-37,6645,8182,1247.66%-3,694
STATE STR SPDR S&P 500 ETF T(SPY)58,3473,228-55,11939,7882,0997.57%-37,689
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Navigation Wealth Management, Inc. — 13F Holdings — Q1 2026 | TickerTrail