Naviter Wealth, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,102,163
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 305 | 1,102,163 | 13F-HR | Naviter Wealth, LLC |
| Q1 2026 | 4/10/2026 | 271 | 800,612 | 13F-HR | Naviter Wealth, LLC |
| Q4 2025 | 1/21/2026 | 275 | 767,168 | 13F-HR | Naviter Wealth, LLC |
| Q3 2025 | 11/6/2025 | 260 | 859,150 | 13F-HR | Naviter Wealth, LLC |
| Q2 2025 | 7/28/2025 | 273 | 812,064 | 13F-HR | Naviter Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
962
(0.1% of total reported value)
· QoQ Δ:
+962
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 820.9 K | 74.5% | 198.1 K | 0 | 198.1 K |
| ETFs | 280.3 K | 25.5% | 102.5 K | 0 | 102.5 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
1,102,163
Holdings
305
QoQ value change ($000)
301,551
(37.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.