Navis Wealth Advisors »

Akre Focus Etf shares owned by Navis Wealth Advisors

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Navis Wealth Advisors from 13F filings

Historical chart of Navis Wealth Advisors investment in Akre Focus Etf

Tip: Access up to 7 years of quarterly data

All positions including Akre Focus Etf held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Akre Focus Etf by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $393k 6.0k 65.51

More positions owned by Navis Wealth Advisors

Symbotic Class A Com (SYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Zscaler Incorporated (ZS)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Avis Budget (CAR)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)

View all positions for Navis Wealth Advisors

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
CI Private Wealth
AlTi Global
Financial Engines Advisors L.L.C
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
UBS Group
Montis Financial
HighTower Advisors

View all funds holding Akre Focus Etf