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Naviter Wealth, LLC
Naviter Wealth, LLC is a registered investment advisor headquartered in Little Rock, Arkansas. Founded in November 2020, it operates as a wholly-owned subsidiary of Naviter Holdings, LLC and is organized as a Delaware LLC. The firm provides investment advisory and financial planning services to individuals (including high net worth individuals), trusts, estates, businesses, charities, and retirement plans. As of mid-2025, Naviter Wealth manages approximately $1.5 billion in assets and has 17 employees. Its leadership team includes CEO Bentley E. Blackmon and other senior officers. Clients benefit from customized investment strategies and ongoing portfolio supervision.
Investment Strategy
Naviter Wealth provides customized investment management and financial planning services, working closely with each client to understand their investment goals, risk tolerance, and financial circumstances. The firm builds diversified portfolios primarily using exchange-traded funds, individual stocks, and mutual funds, supplemented by select private investments, bonds, and independent managers. They may utilize margin, options, and lines of credit to manage risk and enhance returns. Naviter offers ongoing supervision and regular monitoring of client portfolios to ensure alignment with stated objectives, serving a wide range of account types including individual, joint, retirement, trust, estate, and business entities.
Latest 13F Filing Activity
Naviter Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 273 equity positions with a total 13F market value of $812M. The fund increased holdings in J P Morgan Exchange Traded F, Ishares TR, Nvidia Corporation among other positions. Naviter Wealth, LLC reduced exposure to Litman Gregory FDS TR, Etf Ser Solutions, First TR Exchange Traded FD among others.
Top Holdings
Equity Positions (273)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMLP | ALPS ETF TR | 7.89% | $64.1M | 1,311,189 | $43.05 | $48.86 | +$5.9M |
J JPST | J P MORGAN EXCHANGE TRADED F | 5.98% | $48.6M | 958,195 | $50.51 | $50.68 | +$25.7M |
A ACWI | ISHARES TR | 4.37% | $35.5M | 276,103 | $118.84 | $128.60 | +$17.5M |
N NVDA | NVIDIA CORPORATION | 3.03% | $24.6M | 155,848 | $78.25 | $157.99 | +$6.3M |
M MSFT | MICROSOFT CORP | 2.95% | $24.0M | 48,179 | $362.48 | $497.41 | +$3.1M |
Industry Allocation
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