Fund Holdings — Navigation Wealth Management, Inc.

Total Portfolio Value
$68.07M
Total Bought
$10.75M
Total Sold
$10.85M
Net Transaction
-$102.9K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPDR SERIES TRUST
ST BLOO HIGH ETF
15,07461,024+45,9501,4665,9818.79%+4,514
ZACKS TRUST
QUALITY INTL ETF
080,513+80,51302,0352.99%+2,035
ISHARES TR01,776+1,77603140.46%+314
ZACKS TRUST
SMALL/MID CAP
52,70255,748+3,0461,7862,0823.06%+296
SCHWAB STRATEGIC TR21,90428,360+6,4566609471.39%+287
ISHARES TR14,25716,953+2,6961,4141,6992.50%+285
ISHARES TR0827+82702650.39%+265
ISHARES TR02,942+2,94202390.35%+239
ISHARES TR08,158+8,15802360.35%+236
VANGUARD INTL EQUITY INDEX F04,191+4,19102270.33%+227
VANGUARD INTL EQUITY INDEX F02,539+2,53902230.33%+223
ISHARES TR02,333+2,33302220.33%+222
PGIM ETF TR
PGIM ULTRA SH BD
04,435+4,43502210.32%+221
INVESCO EXCH TRADED FD TR II
SR LN ETF
010,515+10,51502200.32%+220
VANGUARD INTL EQUITY INDEX F02,741+2,74102190.32%+219
ISHARES TR7411,072+3313155020.74%+188
ISHARES TR1,5812,345+7643074780.70%+171
ZACKS TRUST
EARNGS CONSTANT
153,618149,995-3,6234,9025,0437.41%+141
ISHARES TR1,8452,733+8882443820.56%+138
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
11,48214,091+2,6095326620.97%+130
ISHARES TR1,7742,638+8642463760.55%+130
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
2,8344,278+1,4442253420.50%+117
SPDR SERIES TRUST
ST INTER BD ETF
14,99416,434+1,4405035570.82%+54
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
8,6118,937+3265065260.77%+20
ZACKS TRUST
FOCUS GROWTH ETF
16,87515,405-1,4704474520.66%+5
SOUTHWEST AIRLS CO(LUV)7,2927,29202372330.34%-4
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
6,3275,960-3675395330.78%-6
MODULAR MED INC66,31055,190-11,12049380.06%-11
PRAIRIE OPER CO(PROP)25,00725,007075500.07%-25
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
10,1670-10,1671330—-133
DIREXION SHS ETF TR
DA 500 BU 3X ETF
2,195978-1,2173812080.30%-173
SPDR SERIES TRUST
ST STR BLO 1 ETF
7,2233,442-3,7816633160.46%-347
ISHARES TR
CORE MSCI EAFE
18,3290-18,3291,5300—-1,530
SPDR S&P 500 ETF TR(SPY)73,83963,030-10,80945,62142,00361.71%-3,618
ISHARES TR58,1312,710-55,4215,1302420.36%-4,888
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Navigation Wealth Management, Inc. — 13F Holdings — Q3 2025 | TickerTrail