13F Filings History of Align Financial, LLC
- Latest 13F filing
- Q2 2026 - 27 Jul 2026
- Latest reported 13F value
- $194,025,303
- Largest 13F holdings
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AVUS FBCG AVDE AVIG VTV AVEM VB AVGE AAPL IUSB FBND BND
+8 more
AVMU DFUS VOO NVDA DFAC VTEB VEA AMZN - Form 13F summary
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- Align Financial, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Align Financial, LLC reported 360 equity holdings with a total reported market value of $194,025,303 for Q2 2026. Top reported holdings included AVUS, FBCG, AVDE, AVIG, and VTV.
- Manager signature
- Tanya Nichols - Co-Founder
- Manager location
- Hermantown, MN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$194,025,303
Quarter delta
+$18,095,393
Accepted
27 Jul 2026, 12:58
Rows shown
1-3 of 3
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 360 | $194,025,303 | +$7,660,231 | -$1,599,290 | +$6,060,941 | AVUS, FBCG, AVDE, AVIG, VTV | 13F-HR | 27 Jul 2026, 12:58 |
| Q1 2026 | 373 | $175,929,910 | +$347,206 | $0 | +$347,206 | AVUS, AVDE, FBCG, AVIG, VTV | 13F-HR | 08 May 2026, 13:31 |
| Q4 2025 | 389 | $0 | $0 | $0 | $0 | 13F-HR | 17 Feb 2026, 16:09 |