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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $202M AUM 360 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 13 Reduced 20 Exited
Page 2 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC COM Consumer Cyclical 7,287.0 $1.7M 0.86% $238.34 +7.0%
22 QQQ INVESCO QQQ TRUST SERIES I Financial Services 2,006.0 $1.5M 0.73% -64.0 -3.1% $736.27 -3.9%
23 SPY STATE STREET SPDR S&P 500 ETF Financial Services 1,740.0 $1.3M 0.65% -26.0 -1.5% $746.84 +2.0%
24 IVV ISHARES CORE S&P 500 ETF 1,635.0 $1.2M 0.61% $748.67 +2.2%
25 GOOGL ALPHABET INC CAP STK CL A Communication Services 3,405.0 $1.2M 0.60% $357.37 -6.3%
26 VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 11,326.0 $1.1M 0.55% $98.20 +7.1%
27 IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF 24,854.0 $1.1M 0.54% -132.0 -0.5% $43.71 +2.4%
28 FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF 28,086.0 $1.1M 0.54% $38.52 +2.7%
29 INTC INTEL CORP COM Technology 7,696.0 $1.1M 0.53% +6K +302.5% $139.63 -36.3%
30 V VISA INC COM CL A Financial Services 2,875.0 $986K 0.49% $343.09 +8.6%
31 VUG VANGUARD GROWTH ETF 10,686.0 $920K 0.46% +9K +500.0% $86.14 +1.4%
32 ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 4,880.0 $802K 0.40% $164.27 +1.4%
33 VXF Vanguard Extended Market ETF 2,610.0 $643K 0.32% $246.21 -3.3%
34 META META PLATFORMS INC CL A Communication Services 1,100.0 $620K 0.31% $563.46 +2.7%
35 VWO VANGUARD FTSE EMERGING MARKETS ETF 9,776.0 $584K 0.29% +321.0 +3.4% $59.69 +1.7%
36 GOOG ALPHABET INC CAP STK CL C 1,570.0 $555K 0.28% $353.23
37 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 5,342.0 $551K 0.27% +136.0 +2.6% $103.22 -0.4%
38 MSFT MICROSOFT CORP COM Technology 1,477.0 $551K 0.27% $373.02 +34.3%
39 IWX ISHARES RUSSELL TOP 200 VALUE ETF 5,114.0 $538K 0.27% +123.0 +2.5% $105.16 +6.9%
40 EXXONMOBIL HOLDINGS CORP COM SHS 3,896.0 $533K 0.26% NEW $136.72
Page 2 of 18  ·  360 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 38.2%
Financial Services 25.6%
Consumer Cyclical 11.6%
Communication Services 8.4%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.4%
Utilities 1.1%
Energy 0.9%
Basic Materials 0.2%