Align Financial, LLC

13F filer · CIK 0002089183

Reported Jul 27, 2026

Net buyer this quarter

13F portfolio value$202MU.S. long equity reported on 13F

Positions2392 new · 13 closed

Net flow last quarter+$552KBuys minus sells

Top 10 positions weight7.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 2026239 positions
AAPLApple Inc.	$3.97M	1.97%	0.00%	-0.3%	Q4 2025
NVDANvidia Corp	$2.03M	1.01%	0.00%	Not reported	Q4 2025
AMZNAmazon Com Inc	$1.74M	0.86%	0.00%	Not reported	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.48M	0.73%	Not reported	-3.1%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.3M	0.64%	Not reported	-1.5%	Q4 2025
GOOGLAlphabet Inc.	$1.22M	0.60%	0.00%	Not reported	Q4 2025
INTCIntel Corp	$1.07M	0.53%	0.00%	+302.5%	Q4 2025
VVisa Inc.	$986K	0.49%	0.00%	Not reported	Q4 2025
METAMeta Platforms, Inc.	$620K	0.31%	Not reported	Not reported	Q4 2025
GOOGAlphabet Inc.	$555K	0.28%	Not reported	Not reported	Q4 2025
MSFTMicrosoft Corp	$551K	0.27%	0.00%	Not reported	Q4 2025
XOMExxonMobil Holdings Corp	$533K	0.26%	0.00%	Not reported	Q4 2025
LLYELI LILLY & Co	$412K	0.20%	0.00%	Not reported	Q4 2025
FMAOFarmers & Merchants Bancorp Inc	$342K	0.17%	0.08%	Not reported	Q4 2025
IWSImageware Systems Inc	$262K	0.13%	Not reported	Not reported	Q4 2025
COSTCostco Wholesale Corp	$258K	0.13%	0.00%	Not reported	Q4 2025
DNPDNP Select Income Fund Inc	$254K	0.13%	Not reported	Not reported	Q4 2025
HDHome Depot, Inc.	$241K	0.12%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$233K	0.12%	0.00%	-19.0%	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$229K	0.11%	Not reported	+0.2%	Q4 2025
WMTWalmart Inc.	$228K	0.11%	0.00%	+0.1%	Q4 2025
JNJJohnson & Johnson	$227K	0.11%	0.00%	Not reported	Q4 2025
PEBOPeoples Bancorp Inc	$227K	0.11%	0.02%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$225K	0.11%	0.00%	Not reported	Q4 2025
JPMJPMorgan Chase & Co	$208K	0.10%	0.00%	Not reported	Q4 2025
LRCXLam Research Corp	$199K	0.10%	0.00%	Not reported	Q4 2025
PANWPalo Alto Networks Inc	$194K	0.10%	0.00%	Not reported	Q4 2025
HBANHuntington Bancshares Inc	$181K	0.09%	0.00%	Not reported	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$167K	0.08%	Not reported	Not reported	Q4 2025
WECWec Energy Group, Inc.	$164K	0.08%	0.00%	Not reported	Q4 2025
SORSource Capital	$154K	0.08%	Not reported	Not reported	Q4 2025
ALNYAlnylam Pharmaceuticals, Inc.	$151K	0.07%	0.00%	Not reported	Q4 2025
MSMorgan Stanley	$136K	0.07%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$128K	0.06%	Not reported	Not reported	Q4 2025
PAYCPaycom Software, Inc.	$128K	0.06%	0.00%	Not reported	Q4 2025
LOWLowes Companies Inc	$125K	0.06%	0.00%	Not reported	Q4 2025
GSKGSK plc	$123K	0.06%	0.00%	Not reported	Q4 2025
DEDeere & Co	$119K	0.06%	0.00%	Not reported	Q4 2025
CHKPCheck Point Software Technologies Ltd	$118K	0.06%	0.00%	Not reported	Q4 2025
TAt&T Inc.	$109K	0.05%	0.00%	Not reported	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$106K	0.05%	Not reported	Not reported	Q4 2025
CSCOCisco Systems, Inc.	$99.3K	0.05%	0.00%	Not reported	Q4 2025
NXPINXP Semiconductors N.V.	$92.7K	0.05%	0.00%	Not reported	Q4 2025
WMWaste Management Inc	$87.4K	0.04%	0.00%	Not reported	Q4 2025
SCHWSchwab Charles Corp	$85.9K	0.04%	0.00%	Not reported	Q4 2025
BSVNBank7 Corp.	$82.5K	0.04%	0.01%	Not reported	Q4 2025
MRKMerck & Co., Inc.	$78K	0.04%	0.00%	Not reported	Q4 2025
DFAXGulf Resources, Inc.	$76.5K	0.04%	Not reported	Not reported	Q4 2025
ABBVAbbVie Inc.	$75K	0.04%	0.00%	Not reported	Q4 2025
STZConstellation Brands, Inc.	$69.5K	0.03%	Not reported	Not reported	Q4 2025

Q1 2026Reported May 8, 2026249 positions
AAPLApple Inc.	$3.49M	1.98%	0.00%	-99.6%	Q4 2025
NVDANvidia Corp	$1.77M	1.01%	0.00%	-99.5%	Q4 2025
AMZNAmazon Com Inc	$1.52M	0.86%	0.00%	-99.6%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.19M	0.68%	Not reported	-99.8%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.15M	0.65%	Not reported	-99.9%	Q4 2025
GOOGLAlphabet Inc.	$979K	0.56%	0.00%	-99.7%	Q4 2025
VVisa Inc.	$869K	0.49%	0.00%	-99.7%	Q4 2025
XOMExxonMobil Holdings Corp	$661K	0.38%	0.00%	-99.3%	Q4 2025
METAMeta Platforms, Inc.	$630K	0.36%	Not reported	-99.9%	Q4 2025
MSFTMicrosoft Corp	$547K	0.31%	0.00%	-99.8%	Q4 2025
GOOGAlphabet Inc.	$450K	0.26%	Not reported	-99.7%	Q4 2025
LLYELI LILLY & Co	$316K	0.18%	0.00%	-99.9%	Q4 2025
FMAOFarmers & Merchants Bancorp Inc	$288K	0.16%	0.08%	-96.0%	Q4 2025
COSTCostco Wholesale Corp	$275K	0.16%	0.00%	-99.9%	Q4 2025
TSLATesla, Inc.	$255K	0.14%	0.00%	-99.7%	Q4 2025
WMTWalmart Inc.	$250K	0.14%	0.00%	-99.1%	Q4 2025
DNPDNP Select Income Fund Inc	$243K	0.14%	Not reported	-90.0%	Q4 2025
IWSImageware Systems Inc	$232K	0.13%	Not reported	-99.3%	Q4 2025
HDHome Depot, Inc.	$224K	0.13%	0.00%	-99.7%	Q4 2025
PGPROCTER & GAMBLE Co	$222K	0.13%	0.00%	-99.3%	Q4 2025
JNJJohnson & Johnson	$218K	0.12%	0.00%	-99.5%	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$202K	0.11%	Not reported	-99.8%	Q4 2025
PEBOPeoples Bancorp Inc	$194K	0.11%	0.02%	-96.7%	Q4 2025
JPMJPMorgan Chase & Co	$187K	0.11%	0.00%	-99.7%	Q4 2025
ALNYAlnylam Pharmaceuticals, Inc.	$165K	0.09%	0.00%	-99.8%	Q4 2025
WECWec Energy Group, Inc.	$163K	0.09%	0.00%	-99.1%	Q4 2025
HBANHuntington Bancshares Inc	$160K	0.09%	0.00%	-94.2%	Q4 2025
SORSource Capital	$155K	0.09%	Not reported	-97.8%	Q4 2025
TAt&T Inc.	$153K	0.09%	0.00%	-96.0%	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$147K	0.08%	Not reported	-99.8%	Q4 2025
LOWLowes Companies Inc	$134K	0.08%	0.00%	-99.6%	Q4 2025
GSKGSK plc	$129K	0.07%	0.00%	-98.0%	Q4 2025
CHKPCheck Point Software Technologies Ltd	$129K	0.07%	0.00%	-99.5%	Q4 2025
PAYCPaycom Software, Inc.	$124K	0.07%	0.00%	-99.4%	Q4 2025
BRK.BBerkshire Hathaway Inc	$123K	0.07%	Not reported	-99.9%	Q4 2025
MSMorgan Stanley	$107K	0.06%	0.00%	-99.4%	Q4 2025
DEDeere & Co	$105K	0.06%	0.00%	-99.8%	Q4 2025
LRCXLam Research Corp	$98.3K	0.06%	0.00%	-99.4%	Q4 2025
ACNAccenture plc	$96.6K	0.05%	0.00%	-99.6%	Q4 2025
PANWPalo Alto Networks Inc	$91.4K	0.05%	0.00%	-99.5%	Q4 2025
WMWaste Management Inc	$90.1K	0.05%	0.00%	-99.5%	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$89K	0.05%	Not reported	-99.6%	Q4 2025
SCHWSchwab Charles Corp	$87.5K	0.05%	0.00%	-99.0%	Q4 2025
INTCIntel Corp	$84.4K	0.05%	0.00%	-97.3%	Q4 2025
BSVNBank7 Corp.	$83K	0.05%	0.01%	-98.7%	Q4 2025
STZConstellation Brands, Inc.	$75K	0.04%	Not reported	-99.3%	Q4 2025
MRKMerck & Co., Inc.	$73K	0.04%	0.00%	-99.1%	Q4 2025
DFAXGulf Resources, Inc.	$70.6K	0.04%	Not reported	-96.9%	Q4 2025
HLNHaleon plc	$68.4K	0.04%	0.00%	-90.1%	Q4 2025
LNGCheniere Energy, Inc.	$67.3K	0.04%	0.00%	-99.5%	Q4 2025

Q4 2025Reported Feb 17, 2026249 positions
AAPLApple Inc.	$3.8M	2.20%	0.03%	New	Q4 2025
NVDANvidia Corp	$1.87M	1.09%	0.01%	New	Q4 2025
AMZNAmazon Com Inc	$1.69M	0.98%	0.02%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$1.27M	0.74%	Not reported	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$1.2M	0.70%	Not reported	New	Q4 2025
GOOGLAlphabet Inc.	$1.12M	0.65%	0.01%	New	Q4 2025
VVisa Inc.	$1.01M	0.58%	0.05%	New	Q4 2025
METAMeta Platforms, Inc.	$733K	0.43%	Not reported	New	Q4 2025
MSFTMicrosoft Corp	$725K	0.42%	0.01%	New	Q4 2025
XOMExxonMobil Holdings Corp	$588K	0.34%	0.01%	New	Q4 2025
GOOGAlphabet Inc.	$493K	0.29%	Not reported	New	Q4 2025
LLYELI LILLY & Co	$368K	0.21%	0.04%	New	Q4 2025
FMAOFarmers & Merchants Bancorp Inc	$277K	0.16%	2.01%	New	Q4 2025
TSLATesla, Inc.	$263K	0.15%	0.01%	New	Q4 2025
COSTCostco Wholesale Corp	$238K	0.14%	0.05%	New	Q4 2025
DNPDNP Select Income Fund Inc	$235K	0.14%	Not reported	New	Q4 2025
HDHome Depot, Inc.	$235K	0.14%	0.02%	New	Q4 2025
IWSImageware Systems Inc	$224K	0.13%	Not reported	New	Q4 2025
WMTWalmart Inc.	$224K	0.13%	0.00%	New	Q4 2025
PGPROCTER & GAMBLE Co	$220K	0.13%	0.01%	New	Q4 2025
JPMJPMorgan Chase & Co	$212K	0.12%	0.01%	New	Q4 2025
DIASPDR Dow Jones Industrial Average ETF Trust	$209K	0.12%	Not reported	New	Q4 2025
ALNYAlnylam Pharmaceuticals, Inc.	$199K	0.12%	0.15%	New	Q4 2025
JNJJohnson & Johnson	$185K	0.11%	0.01%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$179K	0.10%	Not reported	New	Q4 2025
PEBOPeoples Bancorp Inc	$177K	0.10%	0.50%	New	Q4 2025
HBANHuntington Bancshares Inc	$177K	0.10%	0.01%	New	Q4 2025
CHKPCheck Point Software Technologies Ltd	$167K	0.10%	0.16%	New	Q4 2025
PAYCPaycom Software, Inc.	$163K	0.09%	0.30%	New	Q4 2025
SORSource Capital	$153K	0.09%	Not reported	New	Q4 2025
WECWec Energy Group, Inc.	$148K	0.09%	0.05%	New	Q4 2025
MDYSPDR S&P Midcap 400 ETF Trust	$144K	0.08%	Not reported	New	Q4 2025
LOWLowes Companies Inc	$137K	0.08%	0.02%	New	Q4 2025
TAt&T Inc.	$131K	0.08%	0.00%	New	Q4 2025
ACNAccenture plc	$131K	0.08%	0.02%	New	Q4 2025
MSMorgan Stanley	$115K	0.07%	0.01%	New	Q4 2025
GSKGSK plc	$115K	0.07%	0.00%	New	Q4 2025
BACBank of America Corp	$110K	0.06%	0.00%	New	Q4 2025
PANWPalo Alto Networks Inc	$104K	0.06%	0.01%	New	Q4 2025
VOTVan Kampen Municipal Opportunity Trust II	$96.6K	0.06%	Not reported	New	Q4 2025
SCHWSchwab Charles Corp	$92.9K	0.05%	0.01%	New	Q4 2025
DEDeere & Co	$87.1K	0.05%	0.03%	New	Q4 2025
WMWaste Management Inc	$86.1K	0.05%	0.02%	New	Q4 2025
BSVNBank7 Corp.	$83.5K	0.05%	0.88%	New	Q4 2025
LRCXLam Research Corp	$78.7K	0.05%	0.01%	New	Q4 2025
NXPINXP Semiconductors N.V.	$71.6K	0.04%	0.03%	New	Q4 2025
INTCIntel Corp	$70.6K	0.04%	0.00%	New	Q4 2025
HLNHaleon plc	$69.1K	0.04%	0.00%	New	Q4 2025
STZConstellation Brands, Inc.	$69K	0.04%	Not reported	New	Q4 2025
ABBVAbbVie Inc.	$68.1K	0.04%	0.00%	New	Q4 2025

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