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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 5 of 19  ·  373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VT VANGUARD TOTAL WORLD STOCK ETF 1,236.0 $171K 0.10% -173K -99.3% $138.27 +13.8%
82 ALNY ALNYLAM PHARMACEUTICALS INC COM Healthcare 500.0 $165K 0.09% -198K -99.8% $330.87 -10.7%
83 WEC WEC ENERGY GROUP INC COM Utilities 1,405.0 $163K 0.09% -147K -99.0% $115.77 -2.0%
84 VO VANGUARD MID-CAP ETF 560.0 $161K 0.09% -176K -99.7% $287.06 -72.6%
85 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 10,195.0 $160K 0.09% -167K -94.2% $15.65 +2.6%
86 ONOF GLOBAL X ADAPTIVE U.S. RISK MANAGEMENT ETF 4,309.0 $156K 0.09% -158K -97.3% $36.25 +10.8%
87 SOURCE CAPITAL COM SHS OF BEN I 3,346.0 $155K 0.09% -150K -97.8% $46.31
88 T AT&T INC COM Communication Services 5,281.0 $153K 0.09% -126K -96.0% $28.99 -13.7%
89 EFA ISHARES MSCI EAFE ETF 1,515.0 $147K 0.08% -144K -99.0% $97.10 +8.3%
90 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 238.0 $147K 0.08% -143K -99.8% $616.76 +10.4%
91 VIG VANGUARD DIVIDEND APPRECIATION ETF 630.0 $135K 0.08% -138K -99.5% $215.06 +8.5%
92 LOW LOWES COS INC COM Consumer Cyclical 567.0 $134K 0.08% -136K -99.6% $236.28 -10.2%
93 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 900.0 $131K 0.07% -128K -99.3% $145.79 +11.3%
94 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 893.0 $131K 0.07% -184K -99.5% $146.61 +1.3%
95 GSK GSK PLC SPONSORED ADR Healthcare 2,340.0 $129K 0.07% -112K -98.0% $55.19 -6.7%
96 CHKP CHECK POINT SOFTWARE TECH LTD ORD Technology 900.0 $129K 0.07% -166K -99.5% $142.85 -8.2%
97 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,759.0 $125K 0.07% -121K -98.6% $71.15 +10.7%
98 PAYC PAYCOM SOFTWARE INC COM Technology 1,020.0 $124K 0.07% -162K -99.4% $121.54 +9.3%
99 BERKSHIRE HATHAWAY INC DEL CL B NEW 256.0 $123K 0.07% -179K -99.9% $479.56
100 IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF 4,788.0 $121K 0.07% -117K -96.1% $25.33 -0.3%
Page 5 of 19  ·  373 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%