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Navan Inc Cl A shares owned by Rialto Wealth Management

Quarter-by-quarter ownership of Navan Inc Cl A shares owned by Rialto Wealth Management from 13F filings

Historical chart of Rialto Wealth Management investment in Navan Inc Cl A

Tip: Access up to 7 years of quarterly data

All positions including Navan Inc Cl A held by Rialto Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Navan Inc Cl A by Rialto Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $547 32 17.09

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Spdr Series Trust State Street Spd (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Rialto Wealth Management

Top funds holding Navan Inc Cl A

Vanguard Group
Jennison Associates
UBS Group
Teacher Retirement System Of Texas
Lunate Capital
IMC-Chicago
SG Americas Securities
Universal- Beteiligungs- und Servicegesellschaft mbH
OVERSEA-CHINESE BANKING Corp
Teachers Retirement System Of The State Of Kentucky
FNY Investment Advisers
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Efficient Wealth Management
UMA Financial Services
North Star Investment Management

View all funds holding Navan Inc Cl A