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Home > Institutional Investor > Navis Wealth Advisors, Llc > Profile

Instuitional Investor - Navis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Navis Wealth Advisors, Llc
Portfolio Value $195,993,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 21,905 $14,245,881 7.27%
2.
Invesco Qqq Tr
 22,522 $12,999,321 6.63%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,719 $9,990,700 5.1%
4.
Tidal Trust Ii
 846,565 $7,805,329 3.98%
5.
Kla Corp
 KLAC 45,310 $6,671,490 3.4%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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