MondegarAI
Navis Wealth Advisors, LLC

Q4 2025 · 13F-HR

Navis Wealth Advisors, LLCholdings as filed

Filed 2026-02-13 · accession 0001951757-26-000437

$236.1M
Reported value
178
Positions
2025-12-31
Period end
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The Brief · Navis Wealth Advisors, LLC · Q4 2025

AI · grounded in 13F

Navis Wealth Advisors, LLC established a new position in CAR valued at $4.67M. The fund also opened new stakes in VYMI for $3.55M and CGDV for $3.43M. On the sell side, the firm closed its positions in FALN and DISNEY WALT CO, reducing those holdings by $470,369 and $458,000 respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
87151X101SYMSYMBOTIC INC$36.9M15.6%26,083,643CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$14.9M6.33%21,917CommonNONE
46090E103QQQINVESCO QQQ TR$13.5M5.73%22,026CommonNONE
922908363VOOVANGUARD INDEX FDS$10.5M4.44%16,728CommonNONE
67066G104NVDANVIDIA CORPORATION$5.8M2.44%30,876CommonNONE
482480100KLACKLA CORP$5.5M2.33%4,531CommonNONE
98980G102ZSZSCALER INC$5.0M2.11%22,184CommonNONE
69344A107PULSPGIM ETF TR$4.8M2.03%96,791CommonNONE
053774105CARAVIS BUDGET GROUP$4.7M1.98%33,743CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$3.6M1.50%39,474CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.4M1.45%78,577CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.8M1.20%49,478CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$2.5M1.07%43,448CommonNONE
38149W622GPIXGOLDMAN SACHS ETF TR$2.5M1.05%47,110CommonNONE
38149W630GPIQGOLDMAN SACHS ETF TR$2.5M1.05%46,717CommonNONE
464287309IVWISHARES TR$2.4M1.03%19,759CommonNONE
25434V807DFIVDIMENSIONAL ETF TRUST$2.4M1.01%47,874CommonNONE
00162Q718IDOGALPS ETF TR$2.4M1.00%61,385CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.3M0.97%7,141CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.3M0.96%10,355CommonNONE
023135106AMZNAMAZON COM INC$2.0M0.85%8,730CommonNONE
74348A467NOBLPROSHARES TR$2.0M0.85%19,261CommonNONE
46434G103IEMGISHARES INC$1.9M0.82%28,905CommonNONE
72201R585PYLDPIMCO ETF TR$1.9M0.81%71,575CommonNONE
464287200IVVISHARES TR$1.8M0.77%2,668CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.8M0.77%2,065CommonNONE
81369Y308XLPSELECT SECTOR SPDR TR$1.8M0.75%22,928CommonNONE
02079K107GOOGALPHABET INC$1.8M0.75%5,640CommonNONE
464287648IWOISHARES TR$1.7M0.74%5,396CommonNONE
33735T109FDDFIRST TR EXCHANGE-TRADED FD$1.7M0.71%95,692CommonNONE
464288448IDVISHARES TR$1.6M0.69%41,218CommonNONE
336917109FDLFIRST TR EXCHANGE-TRADED FD$1.6M0.67%35,691CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.5M0.66%3,079CommonNONE
20464U100COMPCOMPASS INC$1.5M0.65%145,825CommonNONE
31428X106FDXFEDEX CORP$1.5M0.64%5,210CommonNONE
464287788IYFISHARES TR$1.5M0.62%11,429CommonNONE
464287465EFAISHARES TR$1.5M0.61%15,112CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.4M0.61%3,891CommonNONE
26923G822PFFAETFIS SER TR I$1.3M0.56%61,763CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.3M0.55%23,826CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.54%1,914CommonNONE
464287838IYMISHARES TR$1.2M0.53%8,094CommonNONE
97717W851DXJWISDOMTREE TR$1.2M0.51%8,385CommonNONE
594918104MSFTMICROSOFT CORP$1.2M0.51%2,478CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.2M0.51%4,719CommonNONE
33939L829IQDYFLEXSHARES TR$1.2M0.49%31,826CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.48%7,890CommonNONE
464287614IWFISHARES TR$1.1M0.47%2,358CommonNONE
11135F101AVGOBROADCOM INC$1.1M0.46%3,168CommonNONE
922908744VTVVANGUARD INDEX FDS$1.1M0.46%5,657CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.0M0.44%3,483CommonNONE
886364389VETZTIDAL TRUST I$999,5000.42%50,000CommonNONE
037833100AAPLAPPLE INC$961,0250.41%3,535CommonNONE
595112103MUMICRON TECHNOLOGY INC$930,7220.39%3,261CommonNONE
92204A876VPUVANGUARD WORLD FD$925,2100.39%5,000CommonNONE
035710839NLYANNALY CAPITAL MANAGEMENT IN$907,0780.38%40,567CommonNONE
02079K305GOOGLALPHABET INC$875,6200.37%2,798CommonNONE
97717W505DONWISDOMTREE TR$864,3260.37%16,751CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$860,8180.36%5,561CommonNONE
532457108LLYELI LILLY & CO$833,4990.35%776CommonNONE
78468R622JNKSPDR SERIES TRUST$832,5060.35%8,564CommonNONE
47103U845JAAAJANUS DETROIT STR TR$832,4960.35%16,459CommonNONE
47103U753JBBBJANUS DETROIT STR TR$829,5030.35%17,390CommonNONE
47103U746JSIJANUS DETROIT STR TR$829,4720.35%15,933CommonNONE
78468R408SJNKSPDR SERIES TRUST$829,3820.35%32,756CommonNONE
88160R101TSLATESLA INC$827,4850.35%1,840CommonNONE
02368W408MGNRAMERICAN BEACON SELECT FUNDS$808,8820.34%18,342CommonNONE
464287655IWMISHARES TR$808,4340.34%3,284CommonNONE
74347R248CSMPROSHARES TR$804,9270.34%10,102CommonNONE
78468R887SMLVSPDR SERIES TRUST$804,7900.34%6,138CommonNONE
78464A763SDYSPDR SERIES TRUST$799,0770.34%5,742CommonNONE
464286319DVYEISHARES INC$795,3590.34%25,525CommonNONE
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$784,0880.33%69,327CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$769,6260.33%9,419CommonNONE
92189F726BBHVANECK ETF TRUST$756,7130.32%3,998CommonNONE
02156V109OKLOOKLO INC$753,4800.32%10,500CommonNONE
110448107BTIBRITISH AMERN TOB PLC$731,4740.31%12,919CommonNONE
060505104BACBANK AMERICA CORP$715,8250.30%13,015CommonNONE
464287556IBBISHARES TR$709,8180.30%4,206CommonNONE
02209S103MOALTRIA GROUP INC$699,2430.30%12,127CommonNONE
92204A504VHTVANGUARD WORLD FD$682,9520.29%2,373CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$682,9160.29%3,842CommonNONE
92189F676SMHVANECK ETF TRUST$638,1500.27%1,772CommonNONE
931142103WMTWALMART INC$623,8960.26%5,600CommonNONE
00214Q203ARKQARK ETF TR$622,8420.26%5,432CommonNONE
36465A109GGNGAMCO GLOBAL GOLD NAT RES &$605,6290.26%117,370CommonNONE
46138E644IPKWINVESCO EXCH TRADED FD TR II$589,1810.25%10,602CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$584,8830.25%5,735CommonNONE
75513E101RTXRTX CORPORATION$576,1170.24%3,141CommonNONE
46138E875PIZINVESCO EXCH TRADED FD TR II$570,7480.24%11,652CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$556,5030.24%645CommonNONE
191216100KOCOCA COLA CO$553,9710.23%7,924CommonNONE
233051630HDEFDBX ETF TR$551,6220.23%17,800CommonNONE
45783Y681QFLRINNOVATOR ETFS TRUST$541,8640.23%15,807CommonNONE
617446448MSMORGAN STANLEY$537,2060.23%3,026CommonNONE
37954Y871URAGLOBAL X FDS$534,1250.23%12,500CommonNONE
81752T528CLOZSERIES PORTFOLIOS TR$509,9780.22%19,259CommonNONE
437076102HDHOME DEPOT INC$505,2710.21%1,468CommonNONE
464287168DVYISHARES TR$504,7940.21%3,577CommonNONE
04010L103ARCCARES CAPITAL CORP$500,1890.21%24,725CommonNONE
577130610INDEMATTHEWS INTL FDS$499,1630.21%16,636CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$492,9840.21%11,548CommonNONE
45782C797POCTINNOVATOR ETFS TRUST$485,1840.21%11,047CommonNONE
46429B663HDVISHARES TR$484,4940.21%3,984CommonNONE
032108847YYYAMPLIFY ETF TR$484,0190.21%42,052CommonNONE
464288513HYGISHARES TR$481,0390.20%5,966CommonNONE
46137V720PEJINVESCO EXCHANGE TRADED FD T$468,6820.20%7,642CommonNONE
78463V107GLDSPDR GOLD TR$468,0420.20%1,181CommonNONE
30212P303EXPEEXPEDIA GROUP INC$465,7620.20%1,644CommonNONE
172967424CCITIGROUP INC$451,3570.19%3,868CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$443,9980.19%1,345CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR$439,8950.19%9,700CommonNONE
74340W103PLDPROLOGIS INC.$414,7960.18%3,249CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$399,0200.17%8,620CommonNONE
464288794IAIISHARES TR$394,6140.17%2,200CommonNONE
45783Y699XUSPINNOVATOR ETFS TRUST$394,0820.17%8,297CommonNONE
74316P579AKREPROFESIONALLY MANAGED PORTFO$392,7320.17%5,995CommonNONE
464288562REZISHARES TR$385,4650.16%4,664CommonNONE
78464A888XHBSPDR SERIES TRUST$377,9660.16%3,671CommonNONE
744320102PRUPRUDENTIAL FINL INC$377,1200.16%3,341CommonNONE
00888H604OCTTAIM ETF PRODUCTS TRUST$375,1380.16%8,621CommonNONE
92189F601NLRVANECK ETF TRUST$372,6000.16%3,000CommonNONE
00214Q104ARKKARK ETF TR$358,7600.15%4,664CommonNONE
97717W604DESWISDOMTREE TR$355,1840.15%10,618CommonNONE
46434V621DGROISHARES TR$355,0830.15%5,115CommonNONE
922908512VOEVANGUARD INDEX FDS$354,7400.15%2,000CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$351,7920.15%2,400CommonNONE
78468R788SPYDSPDR SERIES TRUST$351,6010.15%8,130CommonNONE
37954Y830COPXGLOBAL X FDS$347,1990.15%4,836CommonNONE
949746101WMT2WELLS FARGO CO NEW$333,6560.14%3,580CommonNONE
001055102AFLAFLAC INC$333,4560.14%3,024CommonNONE
911717106USCIUNITED STS COMMODITY INDEX F$324,7200.14%4,184CommonNONE
636274409NGGNATIONAL GRID PLC$322,5500.14%4,170CommonNONE
922908769VTIVANGUARD INDEX FDS$316,3840.13%944CommonNONE
78467V608SRLNSSGA ACTIVE ETF TR$309,5250.13%7,500CommonNONE
478160104JNJJOHNSON & JOHNSON$306,7760.13%1,482CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$304,0280.13%6,800CommonNONE
00777X603SHDGADVISOR MANAGED PORTFOLIOS$301,6010.13%9,338CommonNONE
27828S101ETGEATON VANCE TX ADV GLBL DIV$300,3000.13%13,000CommonNONE
464287432TLTISHARES TR$291,6370.12%3,346CommonNONE
27829F108XEXGXEATON VANCE TAX-MANAGED GLOB$286,8530.12%30,100CommonNONE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$285,3000.12%3,993CommonNONE
65342V101NREFNEXPOINT REAL ESTATE FIN INC$276,5970.12%19,645CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$275,3240.12%906CommonNONE
464287630IWNISHARES TR$271,8150.12%1,500CommonNONE
69344A875PJFGPGIM ETF TR$270,7180.11%2,434CommonNONE
464287804IJRISHARES TR$267,2360.11%2,224CommonNONE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$258,7200.11%12,000CommonNONE
48251W104KKRKKR & CO INC$253,1750.11%1,986CommonNONE
45782C334NAPRINNOVATOR ETFS TRUST$253,1420.11%4,714CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$253,0670.11%7,758CommonNONE
09250U101BGRBLACKROCK ENERGY & RES TR$252,6020.11%18,656CommonNONE
92189F643MOATVANECK ETF TRUST$250,0220.11%2,414CommonNONE
97717Y683GCCWISDOMTREE TR$249,4010.11%11,792CommonNONE
72203T100PAXSPIMCO ACCESS INCOME FUND$240,7150.10%15,733CommonNONE
45782C367IAPRINNOVATOR ETFS TRUST$237,0360.10%7,686CommonNONE
461202103INTUINTUIT$235,8220.10%356CommonNONE
040413205ANETARISTA NETWORKS INC$234,4130.10%1,789CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$232,6800.10%1,500CommonNONE
76882G107OPPRIVERNORTH DOUBLELINE STRATE$231,6280.10%29,136CommonNONE
78433H303SPYINEOS ETF TRUST$231,1230.10%4,400CommonNONE
647551100NMFCNEW MTN FIN CORP$230,2500.10%25,000CommonNONE
78433H402BNDINEOS ETF TRUST$230,0770.10%4,838CommonNONE
37954Y673PAVEGLOBAL X FDS$228,5060.10%4,781CommonNONE
78464A870XBISPDR SERIES TRUST$219,4740.09%1,800CommonNONE
64828T201RITMRITHM CAPITAL CORP$218,0000.09%20,000CommonNONE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$216,8990.09%4,707CommonNONE
398182303AHRAMERICAN HEALTHCARE REIT INC$208,3820.09%4,428CommonNONE
33740F755BUFRFIRST TR EXCHNG TRADED FD VI$207,7530.09%6,064CommonNONE
36828A101GEVGE VERNOVA INC$204,5670.09%313CommonNONE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$204,1780.09%3,960CommonNONE
922908553VNQVANGUARD INDEX FDS$203,5040.09%2,300CommonNONE
46137V308PKWINVESCO EXCHANGE TRADED FD T$201,4800.09%1,500CommonNONE
33739E108FPEFIRST TR EXCH TRADED FD III$191,8150.08%10,528CommonNONE
00123Q104AGNCAGNC INVT CORP$182,2400.08%17,000CommonNONE
84445C100SLNDSOUTHLAND HLDGS INC$116,4890.05%35,087CommonNONE
62914V106NIONIO INC$104,5500.04%20,500CommonNONE
00768Y453MSOSADVISORSHARES TR$63,6090.03%13,476CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.