Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001820593

Navalign, LLC

ENCINO, CA · File #028-21174

Latest AUM
$407.4M
Positions
512
Top-10 Concentration
61.5%
Filings
12

Sector Allocation

Technology
17.5%$71.2M
Healthcare
5.0%$20.5M
Financials
4.0%$16.5M
Industrials
2.3%$9.6M
Energy
0.6%$2.3M
Utilities
0.5%$2.0M
Materials
0.3%$1.4M
Real Estate
0.3%$1.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1FIDELITY MERRIMACK STR TR316188309990,542$45.6M13.04%
2APPLE INCAAPL101,073$27.5M7.86%
3VANGUARD WHITEHALL FDS921946810247,416$22.6M6.47%
4ISHARES TR464287804165,622$19.9M5.69%
5SPDR SERIES TRUST78464A508338,257$19.2M5.50%
6SPDR SERIES TRUST78464A409179,426$19.1M5.47%
7SCHWAB STRATEGIC TR808524870660,030$17.5M5.00%
8FLEXSHARES TRFLEX372,219$17.1M4.88%
9FIRST TR EXCHNG TRADED FD VI33740F888580,039$14.6M4.18%
10VANGUARD INDEX FDS922908553132,823$11.8M3.36%
11ISHARES TR464288356187,112$10.8M3.07%
12NVIDIA CORPORATIONNVDA44,914$8.4M2.40%
13AMERICAN CENTY ETF TR02507287780,609$8.2M2.35%
14SCHWAB STRATEGIC TR808524797290,702$8.0M2.28%
15INVESCO EXCHANGE TRADED FD TIVZ41,572$8.0M2.28%
16J P MORGAN EXCHANGE TRADED F46641Q761120,844$7.6M2.18%
17AMGEN INCAMGN22,744$7.4M2.13%
18META PLATFORMS INCMETA7,871$5.2M1.49%
19ALPHABET INCGOOG15,232$4.8M1.36%
20FIRST TR EXCHNG TRADED FD VI33740F755130,242$4.5M1.28%