Fund HoldingsNavis Wealth Advisors, LLC

Total Portfolio Value
$195.99M
Total Bought
$42.13M
Total Sold
$80.03M
Net Transaction
-$37.90M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TIDAL TRUST II
DEFI OIL ENH ETF
0846,565+846,56507,8053.98%+7,805
ISHARES U S ETF TR
GSCI CMDTY STGY
074,620+74,62002,5231.29%+2,523
PIMCO ETF TR
ACTIVE BD ETF
026,000+26,00002,3991.22%+2,399
GLOBAL X FDS
GLB X MLP ENRG I
030,600+30,60002,2631.15%+2,263
BLACKROCK ENERGY & RES TR18,656138,762+120,1062532,4021.23%+2,149
PIMCO DYNAMIC INCOME FD(PDI)0112,196+112,19601,9200.98%+1,920
TORTOISE ENERGY INFRSTRCTR C(TYG)027,814+27,81401,3870.71%+1,387
PIMCO DYNAMIC INCOME OPRNTS(PDO)090,524+90,52401,1700.60%+1,170
KLA CORP(KLAC)4,5314,53105,5066,6713.40%+1,166
TIDAL TRUST II
DEFIANCE GOLD EN
073,309+73,30901,1350.58%+1,135
PIMCO DYNAMIC INCOME STRATEG(PDX)049,164+49,16401,0850.55%+1,085
NEOS ETF TRUST
MLP EN IN HI ETF
018,525+18,52501,0490.54%+1,049
UBS AG(AMUB)018,053+18,05301,0410.53%+1,041
KAYNE ANDERSON ENERGY INFRST(KYN)072,413+72,41301,0340.53%+1,034
J P MORGAN EXCHANGE TRADED F
INTRNL RES EQT
012,250+12,25009280.47%+928
BELPOINTE PREP LLC016,226+16,22608630.44%+863
ADAM NAT RES FD INC028,033+28,03307790.40%+779
AMERICAN BEACON SELECT FUNDS
GLG NAT RES ETF
18,34228,655+10,3138091,4780.75%+669
GAMCO GLOBAL GOLD NAT RES &117,370228,275+110,9056061,2140.62%+609
PGIM ETF TR
PGIM ULTRA SH BD
0108,453+108,45305,3682.74%+5,368
PIMCO INCOME STRATEGY FD068,651+68,65105490.28%+549
ISHARES TR41,21850,308+9,0901,6262,1411.09%+515
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
016,447+16,44704970.25%+497
VOYA EMERGING MKTS HIGH DIVI074,404+74,40404960.25%+496
GAMCO NAT RES GOLD & INCOME058,711+58,71104900.25%+490
BLACKROCK RES & COMMODITIES(BCX)040,683+40,68304900.25%+490
LITMAN GREGORY FDS TR
IMGP DBI MAN ETF
016,244+16,24404900.25%+490
COGENT COMM HOLDINGS INC12,00039,500+27,5002597440.38%+485
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
011,381+11,38104820.25%+482
DELL TECHNOLOGIES INC(DELL)02,302+2,30203780.19%+378
FEDEX CORP(FDX)5,2105,165-451,5051,8400.94%+335
PALMER SQUARE FUNDS TR012,611+12,61102590.13%+259
DOUBLELINE ETF TRUST
SHIL CAP U S ETF
08,251+8,25102550.13%+255
LOCKHEED MARTIN CORP(LMT)0412+41202490.13%+249
ISHARES TR
FALN ANGLS USD
09,223+9,22302460.13%+246
INNOVATOR ETFS TRUST
US SML CP PWR ET
06,522+6,52202360.12%+236
NANO NUCLEAR ENERGY INC(NNE)011,000+11,00002250.11%+225
INNOVATOR ETFS TRUST
EMRGNG MKT APRIL
07,044+7,04402100.11%+210
NETFLIX INC.(NFLX)02,115+2,11502030.10%+203
NVIDIA CORPORATION(NVDA)30,87634,075+3,1995,7585,9433.03%+184
ISHARES TR08,117+8,11701,4280.73%+1,428
MICRON TECHNOLOGY INC(MU)3,2613,272+119311,1050.56%+175
NEOS ETF TRUST
NEOS S&P 500 HI
07,923+7,92303910.20%+391
NUSCALE PWR CORP(SMR)010,000+10,00001080.06%+108
SELECT SECTOR SPDR TR
ST STR STAPL ETF
22,92823,038+1101,7811,8890.96%+108
MATTHEWS INTL FDS023,093+23,09305970.30%+597
SPDR SERIES TRUST
ST STR SP BIOT
1,8002,463+6632193150.16%+95
ISHARES TR15,11215,829+7171,4511,5380.78%+86
UNITED STS COMMODITY INDEX F(CPER)04,184+4,18403990.20%+399
WISDOMTREE TR(WT)011,917+11,91704280.22%+428
GE VERNOVA INC(GEV)313317+42052770.14%+72
ISHARES TR03,807+3,80705760.29%+576
GLOBAL X FDS
GLOBAL X URANIUM
012,500+12,50006050.31%+605
VANGUARD WORLD FD
UTILITIES ETF
05,000+5,00009910.51%+991
SPDR GOLD TR(GLD)01,235+1,23505310.27%+531
SPDR SERIES TRUST
ST STR SP DIV
5,7425,904+1627998620.44%+63
SPDR SERIES TRUST
ST STR SP500DIV
8,1309,028+8983524110.21%+59
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
6,0647,904+1,8402082670.14%+59
ISHARES TR
CORE HIGH DV ETF
3,9843,98404845410.28%+56
ARK ETF TR
INNOVATION ETF
06,048+6,04804090.21%+409
AMERICAN CENTY ETF TR05,735+5,73506340.32%+634
INNOVATOR ETFS TRUST
GRWT100 PWR BF
05,514+5,51403010.15%+301
INNOVATOR ETFS TRUST
INTRNL DEV APRL
08,986+8,98602850.15%+285
COMPASS INC(COMP)145,825217,356+71,5311,5411,5890.81%+48
INNOVATOR ETFS TRUST
NASDAQ 100
017,691+17,69105890.30%+589
SELECT SECTOR SPDR TR
ST STR MATER ETF
9,7009,70004404850.25%+45
PROSHARES TR
S&P 500 DV ARIST
019,322+19,32202,0481.05%+2,048
SPDR SERIES TRUST
ST STR R2K LOWV
6,1386,169+318058460.43%+41
FLEXSHARES TR
INT QLTDVDYNAM
31,82631,82601,1661,2070.62%+41
JOHNSON & JOHNSON(JNJ)01,414+1,41403460.18%+346
PGIM ETF TR
JENNISON FOC GWT
2,4343,179+7452713100.16%+39
VANECK ETF TRUST
URANI NUCLE ETF
03,076+3,07604100.21%+410
SELECT SECTOR SPDR TR
ST STR UTIL ETF
11,54811,54804935300.27%+37
WISDOMTREE TR(WT)11,79211,79202492820.14%+33
GLOBAL X FDS
GLOBAL X COPPER
04,943+4,94303770.19%+377
WISDOMTREE TR(WT)017,014+17,01408940.46%+894
MICROSOFT CORP(MSFT)2,4783,289+8111,1981,2180.62%+19
COSTCO WHOLESALE CORPORATION(COST)0577+57705750.29%+575
ARISTA NETWORKS INC(ANET)1,7892,061+2722342530.13%+19
VANGUARD INDEX FDS02,000+2,00003690.19%+369
ADVISOR MANAGED PORTFOLIOS
SOUNDWATCH HEDGD
010,257+10,25703150.16%+315
FIRST TR EXCHANGE-TRADED FD
SHS
04,878+4,87802290.12%+229
NEOS ETF TRUST
NEOS ENHCD INME
4,8385,119+2812302420.12%+12
SELECT SECTOR SPDR TR
ST STR INDL ETF
1,5001,50002332430.12%+10
PROLOGIS INC.(PLD)03,188+3,18804210.22%+421
ISHARES TR
CORE DIV GRWTH
05,115+5,11503590.18%+359
ISHARES TR04,664+4,66403880.20%+388
ISHARES TR04,209+4,20907110.36%+711
AMERICAN HEALTHCARE REIT INC(AHR)4,4284,42802082090.11%0
RIVERNORTH DOUBLELINE STRATE030,176+30,17602310.12%+231
TIDAL TRUST I50,00050,00001,0009990.51%-1
AFLAC INC(AFL)03,024+3,02403320.17%+332
NEXPOINT REAL ESTATE FIN INC020,166+20,16602720.14%+272
VANECK ETF TRUST
BIOTECH ETF
03,998+3,99807520.38%+752
SSGA ACTIVE ETF TR
ST STR BL LN ETF
7,5007,50003103010.15%-8
INNOVATOR ETFS TRUST
US EQTY PWR BUF
011,047+11,04704760.24%+476
AGNC INVT CORP(AGNC)017,000+17,00001710.09%+171
ARK ETF TR
AUTNMUS TECHNLGY
05,432+5,43206110.31%+611
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
3,9934,353+3602852730.14%-12
SPDR SERIES TRUST
ST STR SP HOME
3,6713,679+83783630.19%-15
Page 1 of 1