Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Align Financial

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

Central Index Key (CIK): 0002089183

Tip: Access up to 7 years of quarterly data

Positions held by Align Financial consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Align Financial

Align Financial holds 373 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Avantis U.s. Equity Etf Etf (AVUS)	21.1	$37M	333k	111.18	View chart
Avantis International Equity Etf Etf (AVDE)	8.2	$14M	170k	84.84	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	8.0	$14M	280k	50.12	View chart
Avantis Core Fixed Income Etf Etf (AVIG)	7.8	$14M	331k	41.54	View chart
Vanguard Value Etf Etf (VTV)	6.3	$11M	56k	196.20	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	4.3	$7.5M	93k	80.58	View chart
Vanguard Total Stock Market Etf Etf (VTI)	3.5	$6.2M	20k	320.81	View chart
Vanguard Small-cap Etf Etf (VB)	2.7	$4.7M	18k	261.92	View chart
Avantis All Equity Markets Etf Etf (AVGE)	2.2	$3.9M	45k	88.02	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	2.0	$3.5M	77k	46.19	View chart
Apple Stock (AAPL)	2.0	$3.5M	14k	253.80	View chart
Fidelity Total Bond Etf Etf (FBND)	1.7	$2.9M	64k	45.62	View chart
Vanguard Total Bond Market Etf Etf (BND)	1.6	$2.8M	38k	73.64	View chart
Avantis Core Municipal Fixed Income Etf Etf (AVMU)	1.6	$2.7M	60k	45.80	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	1.3	$2.2M	31k	70.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.1	$1.9M	38k	49.89	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.1	$1.9M	3.1k	597.53	View chart
Nvidia Corporation Stock (NVDA)	1.0	$1.8M	10k	174.40	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.0	$1.8M	46k	38.86	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.9	$1.6M	25k	64.08	View chart
Amazon Stock (AMZN)	0.9	$1.5M	7.3k	208.27	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.7	$1.2M	2.1k	577.19	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.7	$1.1M	1.8k	650.47	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.6	$1.1M	1.6k	653.02	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.6	$1.1M	11k	94.24	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$979k	3.4k	287.56	View chart
Fidelity International Value Factor Etf Etf (FIVA)	0.6	$978k	28k	34.81	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.5	$884k	25k	35.37	View chart
Visa Inc Com Cl A Stock (V)	0.5	$869k	2.9k	302.24	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$778k	1.8k	436.79	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$695k	4.9k	142.43	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$661k	3.9k	169.66	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$630k	1.1k	572.30	View chart
Microsoft Corp Stock (MSFT)	0.3	$547k	1.5k	370.17	View chart
Vanguard Extended Market ETF Etf (VXF)	0.3	$537k	2.6k	205.80	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$511k	9.5k	54.05	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$473k	2.2k	217.22	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.3	$463k	5.0k	92.67	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.3	$453k	6.5k	69.90	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$450k	1.6k	286.78	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.3	$442k	5.2k	84.91	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$425k	996.00	426.40	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$366k	3.2k	113.11	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.2	$352k	14k	25.10	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$347k	1.6k	213.67	View chart
Ishares Russell 2500 Etf Etf (SMMD)	0.2	$334k	4.4k	76.35	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$330k	4.9k	67.12	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.2	$321k	3.6k	89.33	View chart
Eli Lilly & Co Stock (LLY)	0.2	$316k	343.00	920.22	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.2	$315k	3.0k	103.43	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$301k	2.0k	151.40	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$289k	956.00	302.25	View chart
Farmers & Merchants Bancorp In Stock (FMAO)	0.2	$288k	11k	25.67	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$275k	276.00	997.08	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.1	$263k	2.1k	128.12	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$260k	2.9k	90.53	View chart
Tesla Stock (TSLA)	0.1	$255k	685.00	371.75	View chart
Walmart Stock (WMT)	0.1	$250k	2.0k	124.30	View chart
Dnp Select Income Cef (DNP)	0.1	$243k	24k	10.30	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$242k	4.6k	52.46	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.1	$233k	3.1k	75.10	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$232k	1.6k	145.74	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$229k	5.0k	45.65	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$225k	909.00	248.00	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$225k	2.9k	77.12	View chart
Home Depot Stock (HD)	0.1	$224k	682.00	328.89	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.1	$224k	4.1k	55.16	View chart
Procter & Gamble Stock (PG)	0.1	$222k	1.5k	144.44	View chart
Johnson & Johnson Stock (JNJ)	0.1	$218k	892.00	244.44	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$209k	3.3k	62.45	View chart
Wisdomtree U.s. Midcap Fund Etf (EZM)	0.1	$209k	3.1k	67.22	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$205k	1.5k	132.50	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$204k	292.00	698.03	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$202k	437.00	462.76	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$194k	1.6k	124.31	View chart
Peoples Bancorp Stock (PEBO)	0.1	$194k	5.9k	32.87	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$187k	1.4k	132.90	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$187k	634.00	294.20	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.1	$184k	1.2k	155.11	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.1	$172k	465.00	370.68	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$171k	1.2k	138.27	View chart
Alnylam Pharmaceuticals Stock (ALNY)	0.1	$165k	500.00	330.87	View chart
Wec Energy Group Stock (WEC)	0.1	$163k	1.4k	115.77	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$161k	560.00	287.06	View chart
Huntington Bancshares Stock (HBAN)	0.1	$160k	10k	15.65	View chart
Global X Adaptive U.s. Risk Management Etf Etf (ONOF)	0.1	$156k	4.3k	36.25	View chart
Source Capital Com Shs Of Ben I Cef (SOR)	0.1	$155k	3.3k	46.31	View chart
At&t Stock (T)	0.1	$153k	5.3k	28.99	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$147k	1.5k	97.10	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.1	$147k	238.00	616.76	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$136k	630.00	215.06	View chart
Lowes Cos Stock (LOW)	0.1	$134k	567.00	236.28	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.1	$131k	900.00	145.79	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$131k	893.00	146.61	View chart
GSK Adr (GSK)	0.1	$129k	2.3k	55.19	View chart
Check Point Software Tech Ltd Ord Stock (CHKP)	0.1	$129k	900.00	142.85	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$125k	1.8k	71.15	View chart
Paycom Software Stock (PAYC)	0.1	$124k	1.0k	121.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$123k	256.00	479.56	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.1	$121k	4.8k	25.33	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$116k	550.00	211.15	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$115k	283.00	407.69	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$111k	1.4k	79.27	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$109k	1.1k	97.19	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$109k	600.00	181.42	View chart
Morgan Stanley Stock (MS)	0.1	$107k	649.00	164.57	View chart
Deere & Co Stock (DE)	0.1	$105k	187.00	563.30	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$104k	4.3k	24.24	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.1	$103k	2.4k	42.56	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$102k	498.00	203.79	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$100k	904.00	110.86	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$99k	270.00	367.44	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$99k	4.0k	24.75	View chart
Lam Research Corp Stock (LRCX)	0.1	$98k	460.00	213.66	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$97k	487.00	198.29	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.1	$92k	1.6k	58.54	View chart
Palo Alto Networks Stock (PANW)	0.1	$91k	570.00	160.32	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$90k	392.00	229.79	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$89k	346.00	257.35	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.1	$88k	3.6k	24.24	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$88k	931.00	93.96	View chart
Intel Corp Stock (INTC)	0.0	$84k	1.9k	44.13	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$83k	1.1k	78.41	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$81k	500.00	161.73	View chart
Ishares Expanded Tech-software Sector Etf Etf (IGV)	0.0	$78k	974.00	80.05	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.0	$75k	500.00	150.00	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$74k	3.2k	23.22	View chart
Merck & Co Stock (MRK)	0.0	$73k	607.00	120.29	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$73k	948.00	76.54	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$71k	2.1k	33.97	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.0	$70k	2.0k	34.91	View chart
Invesco California Amt-free Municipal Bond Etf Etf (PWZ)	0.0	$70k	2.9k	23.87	View chart
Ishares Core 80/20 Aggressive Allocation Etf Etf (AOA)	0.0	$69k	779.00	88.44	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$68k	6.8k	10.01	View chart
Cheniere Energy Stock (LNG)	0.0	$67k	237.00	283.76	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$67k	610.00	108.98	View chart
Cisco Sys Stock (CSCO)	0.0	$66k	845.00	77.59	View chart
Vanguard S&p Mid-cap 400 Etf Etf (IVOO)	0.0	$65k	572.00	114.32	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$65k	330.00	196.86	View chart
Abbvie Stock (ABBV)	0.0	$65k	298.00	217.49	View chart
Nextera Energy Stock (NEE)	0.0	$61k	658.00	92.88	View chart
Stryker Corporation Stock (SYK)	0.0	$61k	184.00	329.15	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$57k	1.5k	37.84	View chart
Chevron Corporation Stock (CVX)	0.0	$56k	271.00	206.90	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$55k	458.00	120.81	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$54k	165.00	328.85	View chart
Starbucks Corp Stock (SBUX)	0.0	$54k	601.00	89.59	View chart
Pepsico Stock (PEP)	0.0	$54k	345.00	155.29	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$53k	360.00	148.10	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$52k	180.00	287.00	View chart
Cardinal Health Stock (CAH)	0.0	$52k	244.00	211.31	View chart
Booking Holdings Stock (BKNG)	0.0	$51k	12.00	4228.50	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$50k	212.00	237.62	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.0	$49k	1.4k	34.02	View chart
Msci Stock (MSCI)	0.0	$47k	88.00	539.01	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$47k	578.00	81.98	View chart
Rbc Bearings Stock (RBC)	0.0	$47k	87.00	543.11	View chart
Tjx Cos Stock (TJX)	0.0	$47k	296.00	159.58	View chart
Honeywell Intl Stock (HON)	0.0	$46k	203.00	226.03	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$45k	908.00	49.37	View chart
Fidelity Disruptive Communications Etf Etf (FDCF)	0.0	$43k	1.0k	43.05	View chart
Vanguard Health Care Etf Etf (VHT)	0.0	$42k	155.00	271.65	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$42k	1.2k	35.93	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$42k	534.00	78.41	View chart
Trane Technologies Stock (TT)	0.0	$42k	100.00	416.74	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	0.0	$42k	314.00	132.10	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.0	$41k	1.2k	32.95	View chart
L3harris Technologies Stock (LHX)	0.0	$40k	117.00	345.15	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$40k	218.00	184.28	View chart
S&p Global Stock (SPGI)	0.0	$40k	94.00	425.34	View chart
Mcdonalds Corp Stock (MCD)	0.0	$40k	128.00	310.79	View chart
Oracle Corp Stock (ORCL)	0.0	$39k	267.00	147.11	View chart
Intercontinental Exchange Stock (ICE)	0.0	$39k	245.00	157.28	View chart
Salesforce Stock (CRM)	0.0	$38k	203.00	186.67	View chart
Qualcomm Stock (QCOM)	0.0	$38k	293.00	128.78	View chart
Capital One Finl Corp Stock (COF)	0.0	$38k	206.00	182.43	View chart
State Street Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.0	$38k	777.00	48.32	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$37k	661.00	56.58	View chart
Coca Cola Stock (KO)	0.0	$36k	477.00	76.05	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.0	$36k	960.00	37.20	View chart
Wells Fargo & Co Stock (WFC)	0.0	$35k	440.00	79.61	View chart
Church & Dwight Stock (CHD)	0.0	$34k	368.00	93.32	View chart
Conocophillips Stock (COP)	0.0	$34k	259.00	132.00	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$34k	336.00	100.62	View chart
Valero Energy Corp Stock (VLO)	0.0	$33k	135.00	247.08	View chart
Union Pac Corp Stock (UNP)	0.0	$33k	136.00	242.62	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$32k	253.00	127.73	View chart
Csx Corp Stock (CSX)	0.0	$32k	777.00	41.05	View chart
Abbott Laboratories Stock (ABT)	0.0	$31k	302.00	102.67	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.0	$30k	331.00	91.64	View chart
Novo-nordisk A S Adr (NVO)	0.0	$30k	812.00	36.75	View chart
Primerica Stock (PRI)	0.0	$30k	119.00	250.48	View chart
Us Bancorp Stock (USB)	0.0	$30k	567.00	52.01	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.0	$29k	90.00	326.12	View chart
Tractor Supply Stock (TSCO)	0.0	$28k	625.00	45.30	View chart
Align Technology Stock (ALGN)	0.0	$28k	165.00	171.43	View chart
Ishares Global Healthcare Etf Etf (IXJ)	0.0	$28k	301.00	93.51	View chart
General Dynamics Corp Stock (GD)	0.0	$28k	81.00	343.22	View chart
Ecolab Stock (ECL)	0.0	$27k	103.00	266.02	View chart
Canadian Natl Ry Stock (CNI)	0.0	$27k	264.00	102.77	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$27k	311.00	86.84	View chart
Emerson Elec Stock (EMR)	0.0	$27k	204.00	131.02	View chart
Lemonade Stock (LMND)	0.0	$26k	416.00	62.68	View chart
Unitedhealth Group Stock (UNH)	0.0	$26k	96.00	270.59	View chart
International Business Machs Stock (IBM)	0.0	$26k	107.00	242.39	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$26k	1.0k	25.63	View chart
Caterpillar Stock (CAT)	0.0	$26k	36.00	708.47	View chart
Ishares Yield Optimized Bond Etf Etf (BYLD)	0.0	$25k	1.1k	22.53	View chart
Ford Mtr Stock (F)	0.0	$25k	2.2k	11.54	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$25k	521.00	47.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$25k	352.00	69.75	View chart
Ross Stores Stock (ROST)	0.0	$23k	108.00	216.63	View chart
3M Stock (MMM)	0.0	$23k	160.00	145.23	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$22k	57.00	391.75	View chart
Cameco Corp F Stock (CCJ)	0.0	$22k	204.00	108.61	View chart
Berkley W R Corp Stock (WRB)	0.0	$22k	333.00	66.28	View chart
Quest Diagnostics Stock (DGX)	0.0	$22k	110.00	195.98	View chart
Pimco Corporate & Income Oppor Cef (PTY)	0.0	$21k	1.8k	12.06	View chart
Paychex Stock (PAYX)	0.0	$21k	227.00	92.12	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$21k	920.00	22.69	View chart
Broadcom Stock (AVGO)	0.0	$21k	67.00	309.51	View chart
Nike Inc Cl B Stock (NKE)	0.0	$20k	374.00	52.82	View chart
Amgen Stock (AMGN)	0.0	$20k	56.00	351.86	View chart
Sysco Corp Stock (SYY)	0.0	$19k	272.00	71.33	View chart
Ameriprise Finl Stock (AMP)	0.0	$19k	43.00	444.40	View chart
American Express Stock (AXP)	0.0	$18k	60.00	302.48	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$18k	338.00	53.35	View chart
Snap On Stock (SNA)	0.0	$18k	49.00	363.22	View chart
Disney Walt Stock (DIS)	0.0	$18k	183.00	96.38	View chart
Nordson Corp Stock (NDSN)	0.0	$18k	66.00	266.06	View chart
Stmicroelectronics N V Ny Registry Adr (STM)	0.0	$17k	500.00	34.55	View chart
Advanced Micro Devices Stock (AMD)	0.0	$17k	82.00	203.43	View chart
Altria Group Stock (MO)	0.0	$17k	250.00	65.99	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$16k	354.00	45.87	View chart
Ingersoll Rand Stock (IR)	0.0	$16k	202.00	80.12	View chart
Restaurant Brands Intl Stock (QSR)	0.0	$16k	216.00	73.90	View chart
Genelux Corporation Stock (GNLX)	0.0	$16k	6.5k	2.42	View chart
Ge Aerospace Stock (GE)	0.0	$16k	55.00	283.76	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$16k	31.00	499.65	View chart
Corteva Stock (CTVA)	0.0	$15k	180.00	83.71	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$15k	178.00	82.81	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$15k	11.00	1320.82	View chart
Kroger Stock (KR)	0.0	$15k	200.00	72.36	View chart
Pfizer Stock (PFE)	0.0	$14k	514.00	28.06	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$14k	494.00	29.08	View chart
Rtx Corporation Stock (RTX)	0.0	$14k	74.00	192.91	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$14k	86.00	158.03	View chart
Marsh & Mclennan Cos Stock (MRSH)	0.0	$13k	75.00	173.45	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$13k	190.00	67.53	View chart
Cdw Corp Stock (CDW)	0.0	$13k	104.00	121.02	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$13k	100.00	125.46	View chart
Carnival Corp Stock (CCL)	0.0	$12k	481.00	25.88	View chart
Verisk Analytics Stock (VRSK)	0.0	$12k	65.00	189.75	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$12k	20.00	604.40	View chart
Ww Grainger Stock (GWW)	0.0	$12k	11.00	1090.82	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$12k	250.00	47.57	View chart
Fastly Inc Cl A Stock (FSLY)	0.0	$12k	400.00	29.06	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$11k	375.00	30.50	View chart
Ppl Corp Stock (PPL)	0.0	$11k	294.00	38.20	View chart
Clorox Co Del Stock (CLX)	0.0	$11k	107.00	103.63	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.0	$11k	170.00	62.56	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$10k	198.00	51.51	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$10k	354.00	28.71	View chart
Equifax Stock (EFX)	0.0	$9.9k	55.00	180.07	View chart
Janus Henderson Small Cap Growth Alpha Etf Etf (JSML)	0.0	$9.9k	141.00	70.03	View chart
Carlyle Group Stock (CG)	0.0	$9.8k	202.00	48.39	View chart
Ge Vernova Stock (GEV)	0.0	$9.6k	11.00	872.91	View chart
Twist Bioscience Corp Stock (TWST)	0.0	$9.6k	202.00	47.52	View chart
Verizon Communications Stock (VZ)	0.0	$9.5k	189.00	50.20	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$9.3k	19.00	491.53	View chart
Bio Rad Labs Inc Cl A Stock (BIO)	0.0	$9.2k	33.00	278.76	View chart
Invesco International Developed Dynamic Multifactor Etf Etf (IMFL)	0.0	$9.2k	290.00	31.64	View chart
Phillips 66 Stock (PSX)	0.0	$9.1k	50.00	182.18	View chart
Boston Scientific Corp Stock (BSX)	0.0	$9.0k	143.00	62.75	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$8.8k	30.00	292.77	View chart
Mercadolibre Stock (MELI)	0.0	$8.6k	5.00	1729.00	View chart
Aflac Stock (AFL)	0.0	$8.2k	75.00	109.71	View chart
Autodesk Stock (ADSK)	0.0	$8.1k	34.00	239.41	View chart
Nasdaq Stock (NDAQ)	0.0	$7.9k	93.00	84.89	View chart
Landstar Sys Stock (LSTR)	0.0	$7.9k	49.00	160.31	View chart
Winmark Corp Stock (WINA)	0.0	$7.7k	18.00	427.56	View chart
Automatic Data Processing Stock (ADP)	0.0	$6.9k	34.00	203.18	View chart
Realty Income Corp Reit (O)	0.0	$6.8k	112.00	61.04	View chart
Applied Matls Stock (AMAT)	0.0	$6.8k	20.00	341.80	View chart
Blackrock Stock (BLK)	0.0	$6.7k	7.00	961.71	View chart
American Elec Pwr Stock (AEP)	0.0	$6.6k	50.00	131.08	View chart
The Cigna Group Stock (CI)	0.0	$6.4k	24.00	266.75	View chart
Bank Hawaii Corp Stock (BOH)	0.0	$6.4k	86.00	74.26	View chart
Synopsys Stock (SNPS)	0.0	$6.3k	16.00	396.50	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.0	$6.3k	110.00	56.86	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$6.0k	54.00	111.37	View chart
Wynn Resorts Stock (WYNN)	0.0	$6.0k	59.00	101.54	View chart
Texas Instrs Stock (TXN)	0.0	$5.8k	30.00	194.13	View chart
Netflix Stock (NFLX)	0.0	$5.8k	60.00	96.15	View chart
Ishares Future Exponential Technologies Etf Etf (XT)	0.0	$5.2k	77.00	68.16	View chart
Wendys Stock (WEN)	0.0	$5.2k	750.00	6.95	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$5.2k	44.00	118.20	View chart
Akamai Technologies Stock (AKAM)	0.0	$5.2k	45.00	114.84	View chart
Biogen Stock (BIIB)	0.0	$5.1k	28.00	183.32	View chart
Allegion Plc Ord Stock (ALLE)	0.0	$4.8k	33.00	145.30	View chart
Servicenow Stock (NOW)	0.0	$4.7k	45.00	104.56	View chart
Target Corp Stock (TGT)	0.0	$4.6k	38.00	121.21	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$4.5k	10.00	446.50	View chart
Citigroup Stock (C)	0.0	$4.2k	37.00	113.41	View chart
Factset Resh Sys Stock (FDS)	0.0	$3.9k	18.00	217.00	View chart
Cme Group Stock (CME)	0.0	$3.8k	13.00	295.38	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$3.8k	50.00	76.16	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$3.7k	30.00	124.80	View chart
Intuitive Surgical Stock (ISRG)	0.0	$3.7k	8.00	461.00	View chart
Adobe Stock (ADBE)	0.0	$3.6k	15.00	243.07	View chart
Zimmer Biomet Holdings Stock (ZBH)	0.0	$3.6k	40.00	90.42	View chart
Paypal Hldgs Stock (PYPL)	0.0	$3.4k	75.00	45.23	View chart
Goldman Sachs Group Stock (GS)	0.0	$3.4k	4.00	846.00	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$3.4k	401.00	8.42	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$3.0k	33.00	91.76	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$2.8k	244.00	11.50	View chart
Franklin Municipal Income Etf Etf (FTMU)	0.0	$2.8k	359.00	7.79	View chart
Prologis Share Beneficial Int Reit (PLD)	0.0	$2.5k	19.00	132.16	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$2.4k	42.00	57.64	View chart
Kontoor Brands Stock (KTB)	0.0	$2.2k	32.00	70.28	View chart
Ishares Msci Turkey Etf Etf (TUR)	0.0	$1.9k	50.00	38.66	View chart
Sherwin Williams Stock (SHW)	0.0	$1.9k	6.00	320.50	View chart
Danaher Corp Del Stock (DHR)	0.0	$1.9k	10.00	189.60	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$1.9k	69.00	27.46	View chart
Qnity Electronics Stock (Q)	0.0	$1.8k	16.00	115.38	View chart
Arista Networks Stock (ANET)	0.0	$1.8k	15.00	122.80	View chart
Parker-hannifin Corp Stock (PH)	0.0	$1.8k	2.00	895.00	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$1.8k	12.00	146.25	View chart
Intuit Stock (INTU)	0.0	$1.7k	4.00	432.50	View chart
Micron Technology Stock (MU)	0.0	$1.7k	5.00	337.80	View chart
General Motors Corp Stock (GM)	0.0	$1.6k	22.00	74.50	View chart
Marriott Intl Stock (MAR)	0.0	$1.6k	5.00	327.00	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$1.5k	5.00	304.00	View chart
Dupont De Nemours Stock (DD)	0.0	$1.5k	33.00	45.79	View chart
Oreilly Automotive Stock (ORLY)	0.0	$1.4k	15.00	92.33	View chart
Royal Caribbean Group Stock (RCL)	0.0	$1.4k	5.00	275.20	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$1.2k	6.00	206.33	View chart
Nuveen Ny Amt Free Cef (NRK)	0.0	$1.1k	103.00	10.21	View chart
Ebay Stock (EBAY)	0.0	$1.0k	11.00	91.00	View chart
Snowflake Stock (SNOW)	0.0	$904.999800	6.00	150.83	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$901.000200	6.00	150.17	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$831.999600	12.00	69.33	View chart
Cbre Group Inc A Stock (CBRE)	0.0	$813.000000	6.00	135.50	View chart
Siriusxm Holdings Stock (SIRI)	0.0	$807.999500	35.00	23.09	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$796.000000	2.00	398.00	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$791.999600	14.00	56.57	View chart
State Str Corp Stock (STT)	0.0	$759.000000	6.00	126.50	View chart
Healthpeak Properties Reit (DOC)	0.0	$705.999800	43.00	16.42	View chart
Liberty Live Holdings Inc Com Shs Ser C Stock (LLYVK)	0.0	$659.000300	7.00	94.14	View chart
Keurig Dr Pepper Stock (KDP)	0.0	$658.000000	25.00	26.32	View chart
Viatris Stock (VTRS)	0.0	$648.000000	48.00	13.50	View chart
Microchip Technology Stock (MCHP)	0.0	$646.000000	10.00	64.60	View chart
Itau Unibanco Hldg S A Spon Adr Rep P Adr (ITUB)	0.0	$620.001600	74.00	8.38	View chart
Teladoc Health Stock (TDOC)	0.0	$545.000000	100.00	5.45	View chart
Resideo Technologies Stock (REZI)	0.0	$539.000000	16.00	33.69	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$518.000000	14.00	37.00	View chart
Liberty Media Corp Del Com Lbty One S C Stock (FWONK)	0.0	$510.000000	6.00	85.00	View chart
Vale S A Adr (VALE)	0.0	$508.998400	32.00	15.91	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$461.000400	12.00	38.42	View chart
Liberty Broadband Corp Com Ser C Stock (LBRDK)	0.0	$452.999700	9.00	50.33	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$414.000000	5.00	82.80	View chart
Liberty Live Holdings Inc Com Ser A Stock (LLYVA)	0.0	$275.000100	3.00	91.67	View chart
Liberty Global Ltd Com Cl C Stock (LBTYK)	0.0	$235.000000	20.00	11.75	View chart
Liberty Media Corp Del Com Lbty One S A Stock (FWONA)	0.0	$234.000000	3.00	78.00	View chart
Liberty Broadband Corp Com Ser A Stock (LBRDA)	0.0	$150.999900	3.00	50.33	View chart
Kenvue Stock (KVUE)	0.0	$138.000000	8.00	17.25	View chart
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK)	0.0	$85.000000	2.00	42.50	View chart
Atlanta Braves Hldgs Inc Com Ser A Stock (BATRA)	0.0	$47.000000	1.00	47.00	View chart
Skillz Inc Com Cl A Stock (SKLZ)	0.0	$39.000000	15.00	2.60	View chart
Gci Liberty Inc Com Ser C Stock (GLIBK)	0.0	$37.000000	1.00	37.00	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$36.000000	4.00	9.00	View chart
Bakkt Inc Com Cl A Stock (BKKT)	0.0	$29.000000	4.00	7.25	View chart
Orion Properties Reit (ONL)	0.0	$17.000000	8.00	2.12	View chart

Past Filings by Align Financial

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

Align Financial 2026 Q1 filed May 8, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z