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Align Financial

Latest statistics and disclosures from Align Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, FBCG, AVDE, AVIG, VTV, and represent 51.71% of Align Financial's stock portfolio.
Added to shares of these 10 stocks: AVUS, AVIG, INTC, VUG, Exxon Mobil Corp, AVDE, FBND, AVGE, IWF, VGT.
Started 7 new stock positions in HONA, OXY, RIVN, Exxon Mobil Corp, DD, CCL, HON.
Reduced shares in these 10 stocks: VTI (-$7.2M), , IUSB, FBCG, VTV, SCHZ, PWZ, TSLA, QQQ, Honeywell International.
Sold out of its positions in BABA, AI, Carnival Corporation, COP, Dupont De Nemours, XOM, FSLY, Honeywell International, PWZ, CMF. SUSA, IBIT, LMND, MSTR, SLB, SCHZ, Skillz, TDOC, TWST, CRSP.
Align Financial was a net seller of stock by $-995k.
Align Financial has $202M in assets under management (AUM), dropping by 14.54%.
Central Index Key (CIK): 0002089183

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Portfolio Holdings for Align Financial

Align Financial holds 360 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Avantis U.s. Equity Etf Etf (AVUS)	21.9	$44M	+3%	344k	128.08	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	8.6	$17M		278k	62.11	View chart
Avantis International Equity Etf Etf (AVDE)	7.7	$16M	+2%	175k	89.20	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	7.5	$15M	+9%	363k	41.41	View chart
Vanguard Value Etf Etf (VTV)	6.1	$12M		56k	217.93	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	4.6	$9.2M	+2%	95k	96.49	View chart
Vanguard Total Stock Market Etf Etf (VTI)	3.6	$7.3M	-49%	9.8k	746.26	View chart
Vanguard Small-cap Etf Etf (VB)	2.7	$5.4M		18k	303.12	View chart
Avantis All Equity Markets Etf Etf (AVGE)	2.4	$4.8M	+8%	49k	99.10	View chart
Apple Stock (AAPL)	2.0	$4.0M		14k	289.36	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	1.7	$3.4M	-4%	73k	46.15	View chart
Fidelity Total Bond Etf Etf (FBND)	1.6	$3.3M	+13%	73k	45.49	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.5	$3.0M	+4%	40k	73.41	View chart
Avantis Core Municipal Fixed Income Etf Etf (AVMU)	1.4	$2.8M		60k	46.59	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.3	$2.5M		31k	81.94	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$2.1M		3.1k	686.78	View chart
Nvidia Corporation Stock (NVDA)	1.0	$2.0M		10k	200.09	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$2.0M		46k	44.36	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.0	$1.9M		38k	50.58	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$1.8M	+2%	26k	71.25	View chart
Amazon Stock (AMZN)	0.9	$1.7M		7.3k	238.34	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$1.5M	-3%	2.0k	736.27	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.6	$1.3M		1.7k	746.84	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$1.2M		1.6k	748.67	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$1.2M		3.4k	357.37	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.6	$1.1M		11k	98.20	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.5	$1.1M		25k	43.71	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.5	$1.1M		28k	38.52	View chart
Intel Corp Stock (INTC)	0.5	$1.1M	+302%	7.7k	139.63	View chart
Visa Inc Com Cl A Stock (V)	0.5	$986k		2.9k	343.09	View chart
Vanguard Growth Etf Etf (VUG)	0.5	$921k	+500%	11k	86.14	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$802k		4.9k	164.27	View chart
Vanguard Extended Market ETF Etf (VXF)	0.3	$643k		2.6k	246.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$620k		1.1k	563.46	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$584k	+3%	9.8k	59.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$555k		1.6k	353.23	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.3	$551k	+2%	5.3k	103.22	View chart
Microsoft Corp Stock (MSFT)	0.3	$551k		1.5k	373.02	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.3	$538k	+2%	5.1k	105.16	View chart
Exxonmobil Holdings Corp Stock	0.3	$533k	NEW	3.9k	136.72	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$529k		2.2k	242.96	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.2	$500k		6.6k	75.64	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$495k	+300%	4.0k	124.17	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$445k		3.2k	137.53	View chart
Eli Lilly & Co Stock (LLY)	0.2	$412k		343.00	1200.01	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$406k		14k	28.96	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.2	$404k		4.4k	91.63	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$394k		1.6k	242.43	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$376k		5.0k	74.96	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$350k		956.00	365.70	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.2	$346k		3.6k	96.32	View chart
Farmers & Merchants Bancorp In Stock (FMAO)	0.2	$343k		11k	30.58	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$311k		3.0k	102.16	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$311k		2.0k	156.29	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$300k		2.1k	146.41	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$279k	+700%	2.3k	119.53	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$277k		2.9k	96.58	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$273k		909.00	300.45	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$269k		4.6k	58.26	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$268k		1.4k	190.52	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$262k		1.6k	164.60	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$260k		3.1k	83.75	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$258k		276.00	936.39	View chart
Dnp Select Income Cef (DNP)	0.1	$254k		24k	10.79	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$253k		5.0k	50.39	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$250k		2.9k	85.50	View chart
Home Depot Stock (HD)	0.1	$241k		682.00	352.68	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$235k		3.1k	75.78	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$234k		3.3k	69.90	View chart
Tesla Stock (TSLA)	0.1	$233k	-18%	555.00	420.60	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$232k		1.6k	148.31	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$229k		1.5k	147.73	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$229k		438.00	522.02	View chart
Walmart Stock (WMT)	0.1	$228k		2.0k	113.26	View chart
Johnson & Johnson Stock (JNJ)	0.1	$227k		892.00	253.97	View chart
Peoples Bancorp Stock (PEBO)	0.1	$227k		5.9k	38.41	View chart
Procter & Gamble Stock (PG)	0.1	$225k		1.5k	146.64	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$223k		1.2k	188.09	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$208k		634.00	327.37	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$200k		4.1k	49.28	View chart
Lam Research Corp Stock (LRCX)	0.1	$199k		460.00	433.33	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$198k		465.00	426.40	View chart
Palo Alto Networks Stock (PANW)	0.1	$194k		570.00	341.02	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$194k		1.2k	156.90	View chart
Huntington Bancshares Stock (HBAN)	0.1	$181k		10k	17.73	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$180k	+299%	2.2k	80.57	View chart
Global X Adaptive U.s. Risk Management Etf Etf (ONOF)	0.1	$172k		4.3k	39.94	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$167k		238.00	703.34	View chart
Wec Energy Group Stock (WEC)	0.1	$164k		1.4k	116.77	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$157k		1.5k	103.85	View chart
Source Capital Com Shs Of Ben I Cef (SOR)	0.1	$154k		3.3k	45.96	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$151k		600.00	252.23	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.1	$151k		500.00	301.03	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$149k		630.00	236.62	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$145k	+900%	18k	8.23	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$142k		893.00	158.66	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$140k	+500%	1.7k	82.62	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$139k		900.00	154.29	View chart
Morgan Stanley Stock (MS)	0.1	$136k		649.00	209.04	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$128k		256.00	500.77	View chart
Paycom Software Stock (PAYC)	0.1	$128k		1.0k	125.68	View chart
Lowes Cos Stock (LOW)	0.1	$125k		567.00	220.49	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$125k		550.00	227.06	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$124k		1.1k	110.27	View chart
GSK Adr (GSK)	0.1	$123k		2.3k	52.42	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$121k		4.8k	25.25	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$119k	+400%	1.4k	87.91	View chart
Deere & Co Stock (DE)	0.1	$119k		187.00	634.33	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.1	$118k		900.00	131.43	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$110k		1.4k	79.03	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$110k		4.0k	27.70	View chart
At&t Stock (T)	0.1	$109k		5.3k	20.70	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$109k		498.00	219.21	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$106k		346.00	306.30	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$106k		165.00	641.15	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$104k		4.3k	24.22	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$100k		2.4k	41.43	View chart
Cisco Sys Stock (CSCO)	0.0	$99k		845.00	117.46	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.0	$97k		904.00	107.13	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$93k		330.00	281.03	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$93k		500.00	185.23	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$91k		1.6k	58.20	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.0	$88k		3.6k	24.23	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$88k		974.00	90.60	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$87k		392.00	222.88	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$86k		931.00	92.31	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$83k		948.00	87.88	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$83k		1.1k	77.91	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.0	$81k		2.0k	40.09	View chart
Merck & Co Stock (MRK)	0.0	$78k		607.00	128.50	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$77k		2.1k	36.84	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$76k		779.00	97.59	View chart
Abbvie Stock (ABBV)	0.0	$75k		298.00	251.64	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$75k		572.00	130.40	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$72k		610.00	117.28	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$70k		500.00	139.09	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$64k		212.00	302.97	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$64k		6.8k	9.33	View chart
Starbucks Corp Stock (SBUX)	0.0	$61k		601.00	102.19	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$61k		487.00	124.44	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$60k		458.00	131.60	View chart
Stryker Corporation Stock (SYK)	0.0	$58k		185.00	314.00	View chart
Cardinal Health Stock (CAH)	0.0	$58k		244.00	237.56	View chart
Nextera Energy Stock (NEE)	0.0	$58k		658.00	87.77	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$57k		360.00	158.03	View chart
Cheniere Energy Stock (LNG)	0.0	$57k		237.00	239.01	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$57k		180.00	314.59	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$56k		90.00	623.70	View chart
Rbc Bearings Stock (RBC)	0.0	$56k		87.00	644.06	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$55k		1.5k	36.76	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$55k		57.00	965.00	View chart
Qualcomm Stock (QCOM)	0.0	$54k		293.00	184.79	View chart
Booking Holdings Stock (BKNG)	0.0	$54k	+2408%	301.00	178.27	View chart
Fidelity Disruptive Communications Etf Etf (FDCF)	0.0	$50k		1.0k	49.96	View chart
Msci Stock (MSCI)	0.0	$49k		88.00	560.05	View chart
Trane Technologies Stock (TT)	0.0	$49k		100.00	491.16	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$49k		908.00	53.61	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$48k		578.00	83.07	View chart
Advanced Micro Devices Stock (AMD)	0.0	$48k		82.00	580.91	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$48k		1.2k	40.68	View chart
Pepsico Stock (PEP)	0.0	$47k		345.00	135.40	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$46k		155.00	298.26	View chart
Occidental Pete Corp Stock (OXY)	0.0	$46k	NEW	939.00	48.57	View chart
Chevron Corporation Stock (CVX)	0.0	$45k		271.00	165.76	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$45k		777.00	57.67	View chart
Tjx Cos Stock (TJX)	0.0	$45k		296.00	151.39	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$45k		1.2k	36.26	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$44k		534.00	82.27	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$43k		218.00	197.60	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$43k		1.4k	29.56	View chart
Capital One Finl Corp Stock (COF)	0.0	$41k		206.00	200.62	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$40k		661.00	60.79	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$40k		253.00	158.25	View chart
Unitedhealth Group Stock (UNH)	0.0	$40k		96.00	415.62	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$40k		336.00	117.50	View chart
Oracle Corp Stock (ORCL)	0.0	$39k		267.00	146.55	View chart
Novo-nordisk A S Adr (NVO)	0.0	$39k		812.00	47.94	View chart
Coca Cola Stock (KO)	0.0	$39k		477.00	81.27	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.0	$39k		960.00	40.13	View chart
Caterpillar Stock (CAT)	0.0	$38k		36.00	1064.89	View chart
S&p Global Stock (SPGI)	0.0	$38k		94.00	407.26	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$37k		500.00	74.89	View chart
Union Pac Corp Stock (UNP)	0.0	$37k		136.00	272.00	View chart
Csx Corp Stock (CSX)	0.0	$37k		777.00	47.53	View chart
Wells Fargo & Co Stock (WFC)	0.0	$36k		440.00	82.64	View chart
Church & Dwight Stock (CHD)	0.0	$36k		368.00	96.88	View chart
Valero Energy Corp Stock (VLO)	0.0	$35k		135.00	260.44	View chart
Mcdonalds Corp Stock (MCD)	0.0	$35k		128.00	270.31	View chart
Us Bancorp Stock (USB)	0.0	$34k		567.00	60.40	View chart
L3harris Technologies Stock (LHX)	0.0	$34k		117.00	290.59	View chart
Primerica Stock (PRI)	0.0	$34k		119.00	284.20	View chart
Salesforce Stock (CRM)	0.0	$32k		203.00	156.66	View chart
Canadian Natl Ry Stock (CNI)	0.0	$32k		264.00	119.24	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$31k		334.00	91.61	View chart
Ford Mtr Stock (F)	0.0	$30k		2.2k	13.90	View chart
Intercontinental Exchange Stock (ICE)	0.0	$30k		245.00	123.11	View chart
International Business Machs Stock (IBM)	0.0	$30k		107.00	281.21	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$30k		301.00	98.35	View chart
Emerson Elec Stock (EMR)	0.0	$29k		204.00	143.15	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$29k		352.00	82.84	View chart
Ecolab Stock (ECL)	0.0	$29k		103.00	278.61	View chart
General Dynamics Corp Stock (GD)	0.0	$29k		81.00	354.23	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$28k		521.00	54.03	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$28k		311.00	90.49	View chart
Align Technology Stock (ALGN)	0.0	$28k		165.00	168.66	View chart
Abbott Laboratories Stock (ABT)	0.0	$27k		302.00	90.74	View chart
3M Stock (MMM)	0.0	$26k		160.00	161.91	View chart
Broadcom Stock (AVGO)	0.0	$25k		67.00	377.75	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$25k	-15%	849.00	29.43	View chart
Berkley W R Corp Stock (WRB)	0.0	$24k		333.00	70.53	View chart
Quest Diagnostics Stock (DGX)	0.0	$23k		110.00	211.95	View chart
Ishares Yield Optimized Bond Etf Etf (BYLD)	0.0	$23k	-9%	1.0k	22.65	View chart
Ross Stores Stock (ROST)	0.0	$23k		108.00	212.85	View chart
Sysco Corp Stock (SYY)	0.0	$23k		272.00	83.58	View chart
Honeywell Intl Stock (HON)	0.0	$23k	NEW	101.00	223.90	View chart
Honeywell Aerospace Stock (HONA)	0.0	$22k	NEW	101.00	221.08	View chart
Paychex Stock (PAYX)	0.0	$22k		227.00	98.33	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$22k		11.00	1989.45	View chart
Cameco Corp F Stock (CCJ)	0.0	$21k		204.00	101.86	View chart
Ge Aerospace Stock (GE)	0.0	$21k		55.00	373.73	View chart
American Express Stock (AXP)	0.0	$20k		60.00	338.25	View chart
Amgen Stock (AMGN)	0.0	$20k		56.00	362.12	View chart
Nordson Corp Stock (NDSN)	0.0	$20k		66.00	301.70	View chart
Tractor Supply Stock (TSCO)	0.0	$20k		625.00	31.61	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$20k		354.00	55.77	View chart
Ameriprise Finl Stock (AMP)	0.0	$20k		43.00	458.77	View chart
Snap On Stock (SNA)	0.0	$20k		49.00	402.41	View chart
Genelux Corporation Stock (GNLX)	0.0	$20k		6.5k	3.01	View chart
Altria Group Stock (MO)	0.0	$18k		250.00	71.95	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$18k		494.00	36.13	View chart
Disney Walt Stock (DIS)	0.0	$18k		183.00	96.25	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$17k	NEW	1.0k	17.35	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$17k		178.00	95.83	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$17k		338.00	49.41	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$17k		920.00	18.08	View chart
Ingersoll Rand Stock (IR)	0.0	$17k		202.00	81.99	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$16k		31.00	513.61	View chart
Restaurant Brands Intl Stock (QSR)	0.0	$16k		216.00	72.51	View chart
Nike Inc Cl B Stock (NKE)	0.0	$15k		374.00	41.05	View chart
Corteva Stock (CTVA)	0.0	$15k		180.00	84.69	View chart
Ww Grainger Stock (GWW)	0.0	$15k		11.00	1360.36	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$15k		190.00	77.11	View chart
Cdw Corp Stock (CDW)	0.0	$15k		104.00	140.64	View chart
Applied Matls Stock (AMAT)	0.0	$15k		20.00	723.00	View chart
Rtx Corporation Stock (RTX)	0.0	$14k		74.00	189.73	View chart
Carnival Corp Stock (CCL)	0.0	$14k	NEW	481.00	28.57	View chart
Janus Henderson Small Cap Growth Alpha Etf Etf (JSML)	0.0	$13k		141.00	93.06	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$13k		375.00	34.81	View chart
Ge Vernova Stock (GEV)	0.0	$13k		11.00	1174.82	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$13k		75.00	166.67	View chart
Pfizer Stock (PFE)	0.0	$12k		514.00	24.06	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$12k		86.00	137.74	View chart
Verisk Analytics Stock (VRSK)	0.0	$12k		65.00	179.52	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$12k		30.00	386.73	View chart
Kroger Stock (KR)	0.0	$11k		200.00	55.53	View chart
Ppl Corp Stock (PPL)	0.0	$11k		294.00	36.35	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$11k		170.00	62.20	View chart
Clorox Co Del Stock (CLX)	0.0	$10k		107.00	95.44	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$10k		20.00	509.45	View chart
Landstar Sys Stock (LSTR)	0.0	$10k		49.00	206.82	View chart
Invesco International Developed Dynamic Multifactor Etf Etf (IMFL)	0.0	$10k		290.00	34.34	View chart
Bio Rad Labs Inc Cl A Stock (BIO)	0.0	$9.7k		33.00	293.61	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$9.5k		19.00	501.37	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$9.0k	-57%	750.00	12.03	View chart
Texas Instrs Stock (TXN)	0.0	$8.9k		30.00	298.07	View chart
Aflac Stock (AFL)	0.0	$8.8k		75.00	117.25	View chart
Equifax Stock (EFX)	0.0	$8.7k		55.00	158.73	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$8.7k		354.00	24.55	View chart
Carlyle Group Stock (CG)	0.0	$8.5k		202.00	42.11	View chart
Mercadolibre Stock (MELI)	0.0	$8.5k		5.00	1697.40	View chart
Phillips 66 Stock (PSX)	0.0	$8.5k		50.00	169.06	View chart
Winmark Corp Stock (WINA)	0.0	$7.6k		18.00	423.06	View chart
Automatic Data Processing Stock (ADP)	0.0	$7.6k		34.00	223.94	View chart
Nasdaq Stock (NDAQ)	0.0	$7.3k		93.00	78.82	View chart
Synopsys Stock (SNPS)	0.0	$7.1k		16.00	446.06	View chart
Bank Hawaii Corp Stock (BOH)	0.0	$7.0k		86.00	81.49	View chart
Realty Income Corp Reit (O)	0.0	$7.0k		113.00	61.81	View chart
American Elec Pwr Stock (AEP)	0.0	$6.8k		50.00	136.82	View chart
Blackrock Stock (BLK)	0.0	$6.7k		7.00	961.57	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$6.7k		54.00	124.43	View chart
The Cigna Group Stock (CI)	0.0	$6.6k		24.00	275.67	View chart
Autodesk Stock (ADSK)	0.0	$6.6k		34.00	194.41	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$6.4k		77.00	82.64	View chart
Wendys Stock (WEN)	0.0	$6.2k		750.00	8.29	View chart
Boston Scientific Corp Stock (BSX)	0.0	$6.1k		143.00	42.68	View chart
Biogen Stock (BIIB)	0.0	$6.0k		28.00	216.07	View chart
Micron Technology Stock (MU)	0.0	$5.8k		5.00	1154.20	View chart
Wynn Resorts Stock (WYNN)	0.0	$5.7k		59.00	97.08	View chart
Akamai Technologies Stock (AKAM)	0.0	$5.3k		45.00	118.20	View chart
Citigroup Stock (C)	0.0	$5.2k		37.00	139.97	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$5.0k		10.00	496.70	View chart
Target Corp Stock (TGT)	0.0	$5.0k		38.00	130.61	View chart
Allegion Plc Ord Stock (ALLE)	0.0	$4.6k		33.00	140.48	View chart
Servicenow Stock (NOW)	0.0	$4.5k		45.00	99.29	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$4.4k		50.00	88.60	View chart
Netflix Stock (NFLX)	0.0	$4.3k		60.00	71.40	View chart
Factset Resh Sys Stock (FDS)	0.0	$4.1k		18.00	230.06	View chart
Goldman Sachs Group Stock (GS)	0.0	$4.0k		4.00	1011.25	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$3.4k		40.00	86.10	View chart
Paypal Hldgs Stock (PYPL)	0.0	$3.2k		75.00	43.19	View chart
Intuitive Surgical Stock (ISRG)	0.0	$3.2k		8.00	397.62	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$3.2k		44.00	71.86	View chart
Adobe Stock (ADBE)	0.0	$3.1k		15.00	205.00	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$3.0k		244.00	12.12	View chart
Cme Group Stock (CME)	0.0	$2.9k		13.00	220.85	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$2.8k		359.00	7.93	View chart
Kontoor Brands Stock (KTB)	0.0	$2.7k		32.00	83.34	View chart
Qnity Electronics Stock (Q)	0.0	$2.6k		16.00	163.31	View chart
Prologis Share Beneficial Int Reit (PLD)	0.0	$2.6k		19.00	135.47	View chart
Arista Networks Stock (ANET)	0.0	$2.5k		15.00	169.87	View chart
Verizon Communications Stock (VZ)	0.0	$2.5k	-68%	60.00	42.33	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$2.5k		33.00	75.45	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.4k		42.00	57.83	View chart
Sherwin Williams Stock (SHW)	0.0	$2.1k		6.00	344.33	View chart
Parker-hannifin Corp Stock (PH)	0.0	$2.0k		2.00	978.00	View chart
Ishares Msci Turkey Etf Etf (TUR)	0.0	$1.9k		50.00	38.88	View chart
Danaher Corp Del Stock (DHR)	0.0	$1.9k		10.00	190.50	View chart
Marriott Intl Stock (MAR)	0.0	$1.9k		5.00	370.60	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.8k		69.00	26.67	View chart
General Motors Corp Stock (GM)	0.0	$1.7k		22.00	77.09	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$1.7k		5.00	330.40	View chart
Royal Caribbean Group Stock (RCL)	0.0	$1.6k		5.00	317.60	View chart
Snowflake Stock (SNOW)	0.0	$1.5k		6.00	254.50	View chart
Dupont De Nemours Stock (DD)	0.0	$1.5k	NEW	11.00	135.64	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$1.5k		6.00	245.33	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$1.4k		12.00	116.67	View chart
Oreilly Automotive Stock (ORLY)	0.0	$1.4k		15.00	92.07	View chart
Ebay Stock (EBAY)	0.0	$1.2k		11.00	111.73	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$1.2k		12.00	100.25	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$1.1k		6.00	184.50	View chart
Nuveen Ny Amt Free Cef (NRK)	0.0	$1.1k		103.00	10.72	View chart
Intuit Stock (INTU)	0.0	$1.0k		4.00	261.00	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$1.0k		35.00	29.54	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$1.0k		2.00	515.00	View chart
State Str Corp Stock (STT)	0.0	$1.0k		6.00	169.67	View chart
Healthpeak Properties Reit (DOC)	0.0	$919.997900		43.00	21.40	View chart
Microchip Technology Stock (MCHP)	0.0	$912.000000		10.00	91.20	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$818.000000		25.00	32.72	View chart
Cbre Group Inc A Stock (CBRE)	0.0	$808.000200		6.00	134.67	View chart
Viatris Stock (VTRS)	0.0	$762.000000		48.00	15.88	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$760.999400		14.00	54.36	View chart
Liberty Live Holdings Inc Com Shs Ser C Stock (LLYVK)	0.0	$738.999800		7.00	105.57	View chart
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB)	0.0	$605.001800		74.00	8.18	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$571.000200		6.00	95.17	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$504.000000		14.00	36.00	View chart
Resideo Technologies Stock (REZI)	0.0	$498.000000		16.00	31.12	View chart
Vale S A Adr (VALE)	0.0	$480.998400		32.00	15.03	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$413.000000		5.00	82.60	View chart
Liberty Live Holdings Inc Com Ser A Stock (LLYVA)	0.0	$303.999900		3.00	101.33	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$298.999800		9.00	33.22	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$263.000100		3.00	87.67	View chart
Liberty Global Ltd Com Cl C Stock (LBTYK)	0.0	$220.000000		20.00	11.00	View chart
Kenvue Stock (KVUE)	0.0	$153.000000		8.00	19.12	View chart
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK)	0.0	$104.000000		2.00	52.00	View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA)	0.0	$99.999900		3.00	33.33	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	0.0	$56.000000		1.00	56.00	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$39.000000		4.00	9.75	View chart
Bakkt Inc Com Cl A Stock (BKKT)	0.0	$31.000000		4.00	7.75	View chart
Orion Properties Reit (ONL)	0.0	$23.000000		8.00	2.88	View chart
Liberty Cap Corp Ser C Gci Group Stock (GLIBK)	0.0	$22.000000		1.00	22.00	View chart

Past Filings by Align Financial

SEC 13F filings are viewable for Align Financial going back to 2026

Align Financial 2026 Q2 filed July 27, 2026
Align Financial 2026 Q1 filed May 8, 2026

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