13F Filings History of Navalign, LLC

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$379,026,279
Signature - Title
Chris Carter - Chief Compliance Officer
Location
Encino, CA
Summary
This page shows a list of all the recent 13F filings made by Navalign, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Navalign, LLC reported 122 stock holdings with total value $379,026,279 as of Q3 2025. Top holdings included FBND, AAPL, IJR, VIGI, and SPYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 122 $379,026,279 +$8,929,718 -$12,030,334 -$3,100,616 FBND, AAPL, IJR, VIGI, SPYG 13F-HR 12 Nov 2025, 19:30
Q2 2025 115 $362,577,055 +$6,355,956 -$11,457,993 -$5,102,037 FBND, SCHP, IJR, VIGI, AAPL 13F-HR 04 Aug 2025, 18:26
Q1 2025 114 $350,803,400 +$21,058,446 -$4,162,414 +$16,896,032 FBND, SCHP, AAPL, IJR, VIGI 13F-HR 29 Apr 2025, 18:38
Q4 2024 116 $340,151,571 +$30,084,570 -$8,050,658 +$22,033,912 FBND, AAPL, SCHP, IJR, VIGI 13F-HR 18 Feb 2025, 11:36
Q3 2024 118 $339,635,695 +$19,183,875 -$12,483,476 +$6,700,399 FBND, SCHP, AAPL, IJR, VIGI 13F-HR 31 Oct 2024, 17:36
Q2 2024 115 $316,836,278 +$19,698,154 -$4,824,989 +$14,873,165 FBND, SCHP, AAPL, IJR, SPYG 13F-HR 30 Jul 2024, 17:23
Q1 2024 116 $301,848,934 +$29,733,348 -$26,365,144 +$3,368,204 FBND, SCHP, IJR, AAPL, SPYV 13F-HR 12 Apr 2024, 14:31
Q4 2023 125 $286,600,295 +$21,389,659 -$23,482,943 -$2,093,284 FBND, AAPL, SCHP, SPYV, VIGI 13F-HR 18 Jan 2024, 09:30
Q3 2023 136 $263,166,245 +$27,935,564 -$1,095,538 +$26,840,026 AAPL, FBND, SCHP, SPYV, VIGI 13F-HR 10 Oct 2023, 21:29
Q2 2023 110 $250,685,445 +$5,901,967 -$2,713,907 +$3,188,060 AAPL, FBND, SCHP, SPYV, VIGI 13F-HR 14 Jul 2023, 10:51
Q1 2023 114 $239,224,683 +$19,614,235 -$18,554,596 +$1,059,639 AAPL, FBND, SCHP, SPYV, VIGI 13F-HR 19 Apr 2023, 20:07
Q4 2022 126 $242,542,891 +$31,113,657 -$14,188,938 +$16,924,719 FBND, AAPL, SPYV, SPYG, GUNR 13F-HR 06 Feb 2023, 17:32
Q3 2022 121 $222,164,000 +$18,247,798 -$7,230,092 +$11,017,706 SCHP, AAPL, FBND, SPYV, GUNR 13F-HR 02 Nov 2022, 20:21
Q2 2022 121 $228,878,000 +$32,331,116 -$18,216,970 +$14,114,146 SCHP, AAPL, FBND, SPYV, SPYG 13F-HR 26 Jul 2022, 18:43
Q1 2022 112 $232,115,000 +$29,548,132 -$14,761,361 +$14,786,771 AAPL, SCHP, SPYV, VNQ, GUNR 13F-HR 29 Apr 2022, 08:02
Q4 2021 121 $250,572,000 +$5,970,366 -$6,771,776 -$801,410 AAPL, SCHP, SPYG, MTUM, VNQ 13F-HR 07 Feb 2022, 19:12
Q3 2021 120 $236,110,000 +$7,847,540 -$3,696,826 +$4,150,714 AAPL, SCHP, MTUM, SPYG, SPYV 13F-HR 02 Nov 2021, 18:23
Q2 2021 118 $234,749,000 +$25,893,340 -$16,721,933 +$9,171,407 AAPL, SCHP, MTUM, SPYG, SPYV 13F-HR 12 Aug 2021, 21:44
Q1 2021 120 $210,660,779 $0 $0 $0 AAPL, SCHP, SPYV, SPYG, IJR 13F-HR 07 May 2021, 19:07