§ 13F · FUND PROFILE
Naviter Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $859M (13F)Positions · 260Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALPS ETF TR | 1.35M | $71M | 8.8% | +12% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 774K | $39M | 4.9% | +34% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 91K | $31M | 3.9% | +7% |
| 4 | NVDA | NVIDIA CORPORATION | 154K | $27M | 3.4% | +3% |
| 5 | AAPL | APPLE INC | 103K | $26M | 3.3% | +3% |
| 6 | ACWI | ISHARES TR | 179K | $25M | 3.1% | −6% |
| 7 | XOM | EXXON MOBIL CORP | 142K | $24M | 3.0% | ±0% |
| 8 | GOOGL | ALPHABET INC | 77K | $22M | 2.8% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 47K | $17M | 2.2% | +2% |
| 10 | AMZN | AMAZON COM INC | 67K | $14M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NAVITER SIGNAL
AC read
Naviter Wealth, LLC is a Other fund managing $859 million in assets. The fund runs a broad portfolio of 260 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed