Naviter Wealth, LLC
Naviter Wealth, LLC reported a Form 13F information table total of $800.61 million in 271 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1855567): holdings report, quarter ended 2026-03-31, filed 2026-04-10; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| INFINITUM ASSET MANAGEMENT, LLC | United States | $0.801B | 22 |
| Cynosure Group, LLC | United States | $0.800B | 292 |
| LIBERTY WEALTH MANAGEMENT LLC | United States | $0.801B | 269 |
| ACK Asset Management LLC | United States | $0.801B | 20 |
| 1834 INVESTMENT ADVISORS CO | United States | $0.801B | 206 |
| CITY HOLDING CO | United States | $0.800B | 609 |
| Hound Partners, LLC | United States | $0.799B | 35 |
| Ulysses Management LLC | United States | $0.802B | 35 |
| Financial Enhancement Group LLC | United States | $0.799B | 130 |
| Geometric Wealth Advisors | United States | $0.799B | 85 |