Align Financial, LLC - Portfolio Stock Holdings
Align Financial, LLC disclosed 399 stock positions in a recent SEC 13F filing. $198,581,808 of stock holdings were filed, with the largest holdings including AVUS, FBCG, and AVDE. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
399Est. Stock Holding Value:
$198,581,808Top Stock Holdings By Sector
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Portfolio Stock Holdings - Align Financial, LLC
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