§ 13F · FUND PROFILE
Naviter Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $812.1T (13F)Positions · 273Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AMLP | ALPS ETF TR | 1.20M | $56.3T | 7.3% | −14% |
| 2 | JPST | J P MORGAN EXCHANGE TRADED F | 579K | $29.4T | 3.8% | −30% |
| 3 | NVDA | NVIDIA CORPORATION | 149K | $27.8T | 3.6% | −9% |
| 4 | AAPL | APPLE INC | 100K | $27.1T | 3.5% | −10% |
| 5 | ACWI | ISHARES TR | 191K | $27.0T | 3.5% | −39% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 85K | $26.0T | 3.4% | −13% |
| 7 | GOOGL | ALPHABET INC | 77K | $24.0T | 3.1% | −13% |
| 8 | MSFT | MICROSOFT CORP | 46K | $22.1T | 2.9% | −10% |
| 9 | XOM | EXXON MOBIL CORP | 142K | $17.1T | 2.2% | −5% |
| 10 | AMZN | AMAZON COM INC | 64K | $14.9T | 1.9% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NAVITER SIGNAL
AC read
Naviter Wealth, LLC is a Other fund managing $812064.4 trillion in assets. The fund runs a broad portfolio of 273 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed