Align Financial, LLC - Portfolio Stock Holdings
Align Financial, LLC disclosed 661 stock positions in a recent SEC 13F filing. $207,478,362 of stock holdings were filed, with the largest holdings including AVUS, FBCG, and AVDE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $433,731,160 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
661Est. Stock Holding Value:
$207,478,362Top Stock Holdings By Sector
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Portfolio Stock Holdings - Align Financial, LLC
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