Align Financial, LLC
CIK 2089183 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- VOO25.31%
- QQQ16.29%
- SPY15.37%
- IVV14.32%
- META9.39%
- LLY4.71%
- COST3.05%
- VGT2.82%
- BRK.B2.29%
- MDY1.84%
Share classes counted separately95.39%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $1.98B | 25.31% | 1.98M shares | Prior unavailable — | — | ↗▾ |
| 02 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $1.27B | 16.29% | 1.27M shares | Prior unavailable — | — | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $1.20B | 15.37% | 1.20M shares | Prior unavailable — | — | ↗▾ |
| 04 | IVVISHARES CORE S&P 500 ETFETF View history and evidence | $1.12B | 14.32% | 1.12M shares | Prior unavailable — | — | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS AStock View history and evidence | $732.89M | 9.39% | 732.89K shares | Prior unavailable — | — | ↗▾ |
| 06 | LLYELI LILLY & COStock View history and evidence | $367.70M | 4.71% | 367.70K shares | Prior unavailable — | — | ↗▾ |
| 07 | COSTCOSTCO WHOLESALE CORPStock View history and evidence | $238.09M | 3.05% | 238.09K shares | Prior unavailable — | — | ↗▾ |
| 08 | VGTVANGUARD INFO TECH ETFETF View history and evidence | $220.10M | 2.82% | 220.10K shares | Prior unavailable — | — | ↗▾ |
| 09 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $179.04M | 2.29% | 179.04K shares | Prior unavailable — | — | ↗▾ |
| 10 | MDYSTATE STREET SPDR S&P MIDCAPETF View history and evidence | $143.58M | 1.84% | 143.58K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2089183 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 172411580
}Research all 389 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.