Align Wealth Management, LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
William Brian Puckett - Managing Member/CCO
Location
Oklahoma City, OK
Holdings as of
31 Dec 2022
Value $
$116,938,323
Num holdings
219
Filing time
09 Jan 2023, 16:57:38 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFAC, VGLT, DFAT, MUB, and DFAX.
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
William Brian Puckett Managing Member/CCO Oklahoma City, Oklahoma 06 Jan 2023