Arkolith/Funds/Align Financial, LLC

Align Financial, LLC

CIK 2089183
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Align Financial, LLC holds a focused book of 360 stocks worth $201.5M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Fidelity Blue Chip Grow ETF. Their largest long position is Avantis U.S. Equity ETF at 22% of the equity book. Cloning the disclosed picks since 2026 would be +6% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
30
new positions
Added to
30
existing
Trimmed
14
reduced
Sold out
20
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+6.3%
+14.8%/yr · since Feb '26
Their reported book
+4.2%
held from quarter-end
S&P 500
+8.5%
same window
$9K$10K$10K$11K$11KFeb '26Mar '26Apr '26May '26Jun '26Jul '26
Align Financial, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.0 points over this window.

Growth of $10,000 cloning Align Financial, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
52%
Top 10 holdings
67%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
6%
Consumer Discretionary
2%
Financials
1%
Health Care
1%
Industrials
1%
Utilities
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Align Financial, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$571.5B
Farther Finance Advisors, LLC79 / 80$3.6B
JPMORGAN CHASE & CO78 / 80$469.5B
WELLS FARGO & COMPANY/MN78 / 80$174.7B
LPL Financial LLC78 / 80$102.0B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$24.2B
OSAIC HOLDINGS, INC.78 / 80$19.9B
Allworth Financial LP78 / 80$10.2B

Ranked by how many of Align Financial, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

360 positions
#SecurityValueShares% PortLast moveHistory
1Avantis U.S. Equity ETF
ETF
$44.1M344.0K
21.9%
+3.2%
Added · +11K sh
2Fidelity Blue Chip Growth ETF
ETF
$17.3M278.3K
8.6%
−0.7%
Reduced · −2K sh
3Avantis International Equity ETF
ETF
$15.6M175.1K
7.7%
+2.9%
Added · +5K sh
4Avantis Core Fixed Income ETF
ETF
$15.0M363.2K
7.5%
+9.7%
Added · +32K sh
5Vanguard Value ETF
ETF
$12.2M56.0K
6.1%
−0.7%
Reduced · −387 sh
6Avantis Emerging Markets Equity ETF
ETF
$9.2M95.4K
4.6%
+2.4%
Added · +2K sh
7Vanguard Total Stock Market ETF
ETF
$7.3M9.8K
3.6%
−49%
Reduced · −10K sh
8Vanguard Small-Cap ETF
ETF
$5.4M17.8K
2.7%
−0.7%
Reduced · −117 sh
9Avantis All Equity Markets ETF
ETF
$4.8M48.5K
2.4%
+8.9%
Added · +4K sh
10Apple Inc Com
Stock
$4.0M13.7K
2.0%
−0.3%
Reduced · −36 sh
11Ishares Core Total Usd Bond Market ETF
ETF
$3.4M73.2K
1.7%
−4.7%
Reduced · −4K sh
12Fidelity Total Bond ETF
ETF
$3.3M72.7K
1.6%
+14%
Added · +9K sh
13Vanguard Total Bond Market ETF
ETF
$3.0M40.2K
1.5%
+4.8%
Added · +2K sh
14Avantis Core Municipal Fixed Income ETF
ETF
$2.8M60.3K
1.4%
+0.4%
Added · +260 sh
15Dimensional U.S. Equity Market ETF
ETF
$2.5M31.0K
1.3%
Held
16Vanguard S&P 500 ETF
ETF
$2.1M3.1K
1.1%
Held
17Nvidia Corporation Com
Stock
$2.0M10.2K
1.0%
Held
18Dimensional U.S. Core Equity 2 ETF
ETF
$2.0M45.6K
1.0%
Held
19Vanguard Tax-Exempt Bond ETF
ETF
$1.9M38.2K
1.0%
Held
20Vanguard Ftse Developed Markets ETF
ETF
$1.8M25.6K
0.9%
+2.1%
Added · +541 sh
21Amazon Com Inc Com
Stock
$1.7M7.3K
0.9%
Held
22Invesco QQQ Trust Series I
ETF
$1.5M2.0K
0.7%
−3.1%
Reduced · −64 sh
23State Street SPDR S&P 500 ETF
ETF
$1.3M1.7K
0.6%
−1.5%
Reduced · −26 sh
24Ishares Core S&P 500 ETF
ETF
$1.2M1.6K
0.6%
Held
25Alphabet Inc Cap STK CL A
Stock
$1.2M3.4K
0.6%
Held
26Vanguard International High Dividend Yield ETF
ETF
$1.1M11.3K
0.6%
Held
27Invesco S&P International Developed High Quality ETF
ETF
$1.1M24.9K
0.5%
−0.5%
Reduced · −132 sh
28Fidelity International Value Factor ETF
ETF
$1.1M28.1K
0.5%
Held
29Intel Corp Com
Stock
$1.1M7.7K
0.5%
+303%
Added · +6K sh
30Visa Inc Com CL A
Stock
$986K2.9K
0.5%
Held
31Vanguard Growth ETF
ETF
$920K10.7K
0.5%
+500%
Added · +9K sh
32Ishares Core S&P Total U.S. Stock Market ETF
ETF
$802K4.9K
0.4%
Held
33Vanguard Extended Market ETF
ETF
$643K2.6K
0.3%
Held
34Meta Platforms Inc CL A
Stock
$620K1.1K
0.3%
Held
35Vanguard Ftse Emerging Markets ETF
ETF
$584K9.8K
0.3%
+3.4%
Added · +321 sh
36Alphabet Inc Cap STK CL C
Stock
$555K1.6K
0.3%
Held
37Fidelity Nasdaq Composite Index ETF
ETF
$551K5.3K
0.3%
+2.6%
Added · +136 sh
38Microsoft Corp Com
Stock
$551K1.5K
0.3%
Held
39Ishares Russell Top 200 Value ETF
ETF
$538K5.1K
0.3%
+2.5%
Added · +123 sh
40ExxonMobil Holdings Corp Com SHS
Stock
$533K3.9K
0.3%
New
New position
41Vanguard Small Cap Value ETF
ETF
$529K2.2K
0.3%
Held
42Invesco Rafi Developed Markets Ex-U.S. ETF
ETF
$500K6.6K
0.2%
+2.0%
Added · +128 sh
43Ishares Russell 1000 Growth ETF
ETF
$495K4.0K
0.2%
+300%
Added · +3K sh
44Ishares S&P 500 Growth ETF
ETF
$445K3.2K
0.2%
Held
45Eli Lilly & Co Com
Stock
$412K343
0.2%
Held
46Schwab U.S. Broad Market ETF
ETF
$406K14.0K
0.2%
Held
47Ishares Russell 2500 ETF
ETF
$404K4.4K
0.2%
+1.0%
Added · +44 sh
48Ishares Russell 1000 Value ETF
ETF
$394K1.6K
0.2%
Held
49John Hancock Multifactor Mid Cap ETF
ETF
$375K5.0K
0.2%
+1.8%
Added · +89 sh
50Vanguard Small-Cap Growth ETF
ETF
$350K956
0.2%
Held
Showing 50 of 360 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026360$201.5M13F-HR
Q1 2026Mar 31, 2026May 8, 2026373$175.9M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026389$172.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.