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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 3 of 18  ·  360 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VBR VANGUARD SMALL CAP VALUE ETF 2,178.0 $529K 0.26% $242.96 +0.2%
42 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 6,613.0 $500K 0.25% +128.0 +2.0% $75.64 +4.3%
43 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,984.0 $495K 0.24% +3K +300.0% $124.17 -2.4%
44 IVW ISHARES S&P 500 GROWTH ETF 3,237.0 $445K 0.22% $137.53 +0.5%
45 LLY ELI LILLY & CO COM Healthcare 343.0 $412K 0.20% $1200.01 -3.2%
46 SCHB SCHWAB U.S. BROAD MARKET ETF 14,030.0 $406K 0.20% $28.96 +1.4%
47 SMMD ISHARES RUSSELL 2500 ETF 4,413.0 $404K 0.20% +44.0 +1.0% $91.63 -2.7%
48 IWD ISHARES RUSSELL 1000 VALUE ETF 1,626.0 $394K 0.20% $242.43 +5.6%
49 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 5,009.0 $375K 0.19% +89.0 +1.8% $74.96 -1.3%
50 VBK VANGUARD SMALL-CAP GROWTH ETF 956.0 $350K 0.17% $365.70 -5.6%
51 DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 3,595.0 $346K 0.17% $96.32 +3.8%
52 FMAO FARMERS & MERCHANTS BANCORP IN COM Financial Services 11,200.0 $342K 0.17% $30.58 +10.9%
53 STIP ISHARES 0-5 YEAR TIPS BOND ETF 3,047.0 $311K 0.15% $102.16 -1.4%
54 DVY ISHARES SELECT DIVIDEND ETF 1,990.0 $311K 0.15% $156.29 +3.9%
55 IWP ISHARES RUSSELL MID-CAP GROWTH ETF 2,050.0 $300K 0.15% $146.41 -5.8%
56 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,336.0 $279K 0.14% +2K +700.0% $119.53 -0.6%
57 IEFA ISHARES CORE MSCI EAFE ETF 2,866.0 $277K 0.14% $96.58 +2.9%
58 IWM ISHARES RUSSELL 2000 ETF 909.0 $273K 0.14% $300.45 -3.3%
59 PTLC PACER TRENDPILOT US LARGE CAP ETF 4,616.0 $269K 0.13% $58.26 +1.9%
60 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 1,404.0 $267K 0.13% $190.52 -3.8%
Page 3 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%