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Value $
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$117M
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Signature - Title
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William Brian Puckett - Managing Member/CCO
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Location
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Oklahoma City, OK
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Summary
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This page shows a list of all the recent 13F filings made by Align Wealth Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Align Wealth Management, LLC reported 219 stock holdings
with total value $117M as of Q4 2022. Top holdings included DFAC, VGLT, DFAT, MUB, and DFAX.