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AF

Align Financial Portfolio holdings

AUM $202M
This Fund
S&P 500
This Quarter Est. Return
+2.5%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
Cap. Flow
+$25.6B
Cap. Flow %
14,872.1%
Top 10 Hldgs %
65.54%
Holding
389
New
389
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 4.47%
2 Financials 1.66%
3 Consumer Discretionary 1.6%
4 Communication Services 1.48%
5 Healthcare 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
XLI icon
126
State Street Industrial Select Sector SPDR ETF
XLI
$33.1B
$77.6K 0.05%
+77,560
New +$11.9M
SPYM
127
State Street SPDR Portfolio S&P 500 ETF
SPYM
$170B
$76K 0.04%
+76,049
New +$6.05M
SCHZ icon
128
Schwab US Aggregate Bond ETF
SCHZ
$10.7B
$74.3K 0.04%
+74,280
New +$1.74M
NXPI icon
129
NXP Semiconductors
NXPI
$56.7B
$71.6K 0.04%
+71,630
New +$15.4M
FEOE
130
First Eagle Overseas Equity ETF
FEOE
$1.8B
$71.1K 0.04%
+71,089
New +$3.36M
PWZ icon
131
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.2B
$71K 0.04%
+71,030
New +$1.72M
INTC icon
132
Intel
INTC
$462B
$70.6K 0.04%
+70,553
New +$2.66M
FELV icon
133
Fidelity Enhanced Large Cap Value ETF
FELV
$3.45B
$69.9K 0.04%
+69,944
New +$2.38M
AOA icon
134
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.3B
$69.7K 0.04%
+69,728
New +$6.21M
HLN icon
135
Haleon
HLN
$44.8B
$69.1K 0.04%
+69,051
New +$656K
STZ icon
136
Constellation Brands
STZ
$23.1B
$69K 0.04%
+68,980
New +$9.46M
ABBV icon
137
AbbVie
ABBV
$470B
$68.1K 0.04%
+68,090
New +$15.5M
DFAX icon
138
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.7B
$68K 0.04%
+67,980
New +$2.17M
CSCO icon
139
Cisco
CSCO
$438B
$65.1K 0.04%
+65,090
New +$4.83M
SYK icon
140
Stryker
SYK
$127B
$64.7K 0.04%
+64,724
New +$23.6M
BKNG icon
141
Booking.com
BKNG
$161B
$64.5K 0.04%
+1,613,525
New +$332M
VYM icon
142
Vanguard High Dividend Yield ETF
VYM
$83.1B
$64.4K 0.04%
+64,440
New +$9.16M
IVOO icon
143
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.84B
$64K 0.04%
+63,950
New +$7.09M
MRK icon
144
Merck
MRK
$386B
$63.9K 0.04%
+63,893
New +$6M
VFH icon
145
Vanguard Financials ETF
VFH
$13.9B
$61.1K 0.04%
+61,138
New +$7.94M
UNH icon
146
UnitedHealth
UNH
$356B
$54.8K 0.03%
+54,798
New +$18.6M
CRM icon
147
Salesforce
CRM
$168B
$53.8K 0.03%
+53,777
New +$13.4M
QQQM icon
148
Invesco NASDAQ 100 ETF
QQQM
$103B
$53.6K 0.03%
+53,619
New +$13.5M
NEE icon
149
NextEra Energy
NEE
$176B
$52.8K 0.03%
+52,824
New +$4.38M
ORCL icon
150
Oracle
ORCL
$417B
$52K 0.03%
+52,041
New +$12.4M

Similar funds

Align Financial's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Align Financial, which disclosed 389 positions worth $172M. Its ten largest holdings account for 66% of the portfolio.

Its largest position is Avantis US Equity ETF: 36,006,016 shares worth $36M.

By sector, the portfolio is most concentrated in Technology at 4.5% of assets, followed by Financials and Consumer Discretionary.

  • Align Financial's largest Q4 2025 buy was Avantis US Equity ETF: 36,006,016 shares worth $36M.
  • Align Financial's ten largest holdings make up 66% of its $172M portfolio in Q4 2025.
  • Align Financial disclosed 389 positions in Q4 2025, its first 13F filing on record.

Based on Align Financial's 13F filing for Q4 2025, filed 17 Feb 2026.