Question 1

What stocks does ALIGN FINANCIAL LLC hold in its portfolio?

Accepted Answer

ALIGN FINANCIAL LLC's top stock holdings include AAPL, AVUS, FBCG and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ALIGN FINANCIAL LLC's largest stock holdings?

Accepted Answer

ALIGN FINANCIAL LLC's largest stock holdings as of their last filing include AAPL (valued at approximately $4.0 million), AVUS (valued at approximately $44.1 million), FBCG (valued at approximately $17.3 million), NVDA (valued at approximately $2.0 million), AMZN (valued at approximately $1.7 million).

Question 3

When was ALIGN FINANCIAL LLC's last SEC filing?

Accepted Answer

ALIGN FINANCIAL LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ALIGN FINANCIAL LLC recently bought or sold?

Accepted Answer

ALIGN FINANCIAL LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ALIGN FINANCIAL LLC reported?

Accepted Answer

ALIGN FINANCIAL LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ALIGN FINANCIAL LLC invest in?

Accepted Answer

ALIGN FINANCIAL LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.