Navigation Wealth Management, Inc.
Top Portfolio Positions
5 positions ·
$40,936,072 total
· as of Dec 31, 2025
Portfolio Trend
Holdings in MODD
Export CSVShares Held
Position Value (USD)
8 of 8 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $601,681 | 55,099 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,158,990 | 55,190 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,482,028 | 66,310 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,169,972 | 66,360 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,508,744 | 61,040 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,234,305 | 18,286 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $868,178 | 18,316 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,017,870 | 18,340 | Shares | Sole | 2024-04-19 | |
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