StockDriftsStockDriftsTop 50 Align Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.75% | 1.58M | $35.2M | new | — | 2022-12-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 24.96% | 469.0K | $29.5M | new | — | 2022-12-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 7.63% | 231.5K | $9.0M | new | — | 2022-12-31 | |
| MUB | ISHARES TR | 7.58% | 87.4K | $9.0M | new | — | 2022-12-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 4.8% | 300.3K | $5.7M | new | — | 2022-12-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 4.57% | 282.0K | $5.4M | new | — | 2022-12-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 2.58% | 149.4K | $3.1M | new | — | 2022-12-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.39% | 72.8K | $2.8M | new | — | 2022-12-31 | |
| TLT | ISHARES TR | 1.52% | 17.5K | $1.8M | new | — | 2022-12-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 1.38% | 85.9K | $1.6M | new | — | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Align Wealth Management, Llc reports $118.26M in US-listed equity holdings across 219 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (29.8%), VGLT (25.0%) and DFAT (7.6%). Figures reflect the Q4 2022 filing.
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Holdings on this page are parsed from Align Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961312). View Align Wealth Management, Llc’s 13F filings on SEC