Managers / Q4 2022
Align Wealth Management, LLCNEW FILER
CIK 0001961312 · 13921 QUAIL POINTE DR., OKLAHOMA CITY, OK, 73134 · 405-607-4820
Reported Value
$118.3B
Q4 2022
Positions
219
Filings on Record
1
2019–present window
Filed
Jan 9, 2023
original filing
Summary
Align Wealth Management, Llc reported $118.3B in U.S.-listed holdings across 219 positions for Q4 2022.
The portfolio is heavily concentrated: DFAC alone accounts for 29.7% of reported value.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2022
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.