Naviter Wealth, LLC
•CIK: 1855567•Filing: Q4 2025
**Naviter Wealth, LLC** manages $767M across a diversified portfolio of 275 positions. The fund exhibits significant concentration in technology and industrials, with top holdings including AMLP at $56.3M and JPST at $29.4M. Key allocations further include NVDA ($27.8M), AAPL ($27.1M), and ACWI ($27.0M). This structure suggests a conviction-driven approach targeting established market leaders and high-growth sectors.
Total AUM
$766.3M
QoQ Performance
-10.8%
Positions
251
Top 10 Concentration
36.5%
Latest Filing
Q4 2025
Top Holdings Allocation
AMLP
AMLP7.4%
JPST3.8%
NVDA3.6%
AAPL3.5%
ACWI3.5%
TSM3.4%
GOOGL3.1%
MSFT2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.2%
Technology19.9%
Consumer6.7%
Financial5.2%
Healthcare4.3%
Real Estate3.5%
Energy2.5%
Industrial2.2%
🚪 Exited Positionssold since Q3 2025
+62 more exited positions
Changes from Q3 2025
NEW7 new positions
↑16 increased
↓162 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023