Align Financial, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity portfolio as of September 30, 2026. The filing lists 653 separate securities held by the firm.
The portfolio is managed by Co-Founder Tanya Nichols, who is listed as the authorized representative for the Hermantown, Minnesota-based firm. The filing details a diverse mix of individual equities and exchange-traded funds (ETFs).
Among the largest individual stock positions disclosed in the information table are:
- Amazon.com Inc. (7,155 shares)
- Johnson & Johnson (225,029 shares)
- Procter & Gamble Co. (226,201 shares)
- Coca-Cola Co. (44,245 shares)
- Costco Wholesale Corporation (251,502 shares)
The filing also indicates significant exposure to the broader market through ETFs. Notable ETF holdings include the Invesco QQQ Trust Series I (1,409,745 shares), the Vanguard Morningstar Total Stock Market ETF (7,689,298 shares), and the Vanguard International High Dividend Yield ETF (1,145,349 shares). The report provides a comprehensive snapshot of the firm's equity holdings as of the specified quarter-end date.
