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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Navalign LLC
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| CRD # | 119919 |
| SEC # | 801-66206 |
| CIK # | 0001820593 |
| AUM | $655.6 M (2025-03-27) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 818-728-4500 |
| Address | 15910 Ventura Blvd Encino, CA 91436 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001820593 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.8 | ||
| Nvidia Corp | 7.5 | ||
| Amgen Inc | 6.4 | ||
| Facebook Inc | 5.8 | ||
| VISA Inc | 3.7 | ||
| Microsoft Corp | 3.3 | ||
| Amazon Com Inc | 2.9 | ||
| Broadcom Inc | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Netflix Inc | 2.5 | ||
| McKesson Corp | 2.4 | ||
| Wal Mart Stores Inc | 2.4 | ||
| Uber Technologies Inc | 2.2 | ||
| Salesforce Com Inc | 2.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 123.9 |
| (b) Individuals (high net worth individuals) | 219 | 466.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 37 | 65.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,845 | 655.6 |
| By Discretionary | ||
| Discretionary | 1,845 | 655.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,845 | 655.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 655.6 | |
| Total | 1,845 | 655.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001820593] |
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0.7 | |
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Fonville Wealth Management LLC
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