Navis Wealth Advisors, LLC

Position in SMR — NUSCALE POWER Corp

CIK 1849055 RYE BROOK, NY

Position in SMR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$108,400

-$251,600 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Industrials · as of Mar 31, 2026

Navis Wealth Advisors, LLC holds $4,163,829 across 4 Specialty Industrial Machinery names. SMR ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SYM	Symbotic Inc.	66,794	$3,553,440
2	GEV	GE Vernova Inc.	317	$276,709
3	NNE	Nano Nuclear Energy Inc.	11,000	$225,280
4	SMR	NUSCALE POWER Corp This page	10,000	$108,400

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$108,400	10,000	0.0%	Shares	Sole	2026-05-15
2025-09-30	$360,000	10,000	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.