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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $176M AUM 373 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 365 Reduced 24 Exited
Page 7 of 19  ·  365 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP COM Technology 1,912.0 $84K 0.05% -69K -97.3% $44.13 +169.0%
122 BSV VANGUARD SHORT-TERM BOND ETF 1,059.0 $83K 0.05% -82K -98.7% $78.41 -0.5%
123 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 500.0 $81K 0.05% -77K -99.4% $161.73 +7.9%
124 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 974.0 $78K 0.04% -102K -99.0% $80.05 +16.6%
125 STZ CONSTELLATION BRANDS INC CL A Consumer Defensive 500.0 $75K 0.04% -68K -99.3% $150.00 -0.4%
126 SCHZ SCHWAB US AGGREGATE BOND ETF 3,178.0 $74K 0.04% -71K -95.7% $23.22 -0.5%
127 MRK MERCK & CO INC COM Healthcare 607.0 $73K 0.04% -63K -99.0% $120.29 +1.3%
128 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 948.0 $73K 0.04% -75K -98.8% $76.54 +15.3%
129 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 2,077.0 $71K 0.04% -66K -96.9% $33.97 +10.8%
130 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 2,018.0 $70K 0.04% -68K -97.1% $34.91 +12.4%
131 PWZ INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF 2,940.0 $70K 0.04% -68K -95.9% $23.87 +0.9%
132 AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF 779.0 $69K 0.04% -69K -98.9% $88.44 +10.4%
133 HLN HALEON PLC SPON ADS Healthcare 6,830.0 $68K 0.04% -62K -90.1% $10.01 -6.5%
134 LNG CHENIERE ENERGY INC COM NEW Energy 237.0 $67K 0.04% -46K -99.5% $283.76 -18.2%
135 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 610.0 $66K 0.04% -173K -99.7% $108.98 +11.7%
136 CSCO CISCO SYS INC COM Technology 845.0 $66K 0.04% -64K -98.7% $77.59 +53.9%
137 IVOO VANGUARD S&P MID-CAP 400 ETF 572.0 $65K 0.04% -63K -99.1% $114.32 +10.9%
138 NXPI NXP SEMICONDUCTORS N V COM Technology 330.0 $65K 0.04% -71K -99.5% $196.86 +67.4%
139 ABBV ABBVIE INC COM Healthcare 298.0 $65K 0.04% -68K -99.6% $217.49 -1.1%
140 NEE NEXTERA ENERGY INC COM Utilities 658.0 $61K 0.04% -52K -98.8% $92.88 -6.1%
Page 7 of 19  ·  365 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.2%
Financial Services 24.6%
Consumer Cyclical 11.8%
Communication Services 10.5%
Healthcare 6.6%
Consumer Defensive 4.7%
Energy 4.4%
Industrials 3.6%
Utilities 1.2%
Basic Materials 0.2%