MondegarAI
← Tracker

Institutional

Align Financial, LLC

CIK 0002089183
$175.9M
Reported AUM
373
Positions
Q1 2026
Period
2026-05-08
Filed

The Brief · Align Financial, LLC · Q1 2026

AI · grounded in 13F

Align Financial, LLC closed its position in ACWX, reducing its holdings by $296,245. The fund trimmed the majority of its other holdings, including significant share reductions in MSFT (-99.79%) and AAPL (-99.63%). Other notable reductions occurred in AMZN (-99.56%) and VB (-99.35%).

Portfolio · Q1 2026

AVUS$37.1MAVDE$14.4MFBCG$14.0MAVIG$13.8MVTV$11.1MAVEMVTIVBAVGEIUSBAAPLOther$53.3MAL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1AVUSAVANTIS U.S. EQUITY ETF$125.15-2.49%28.91%78.37%$37.1M21.06%35,672,763−99.1%
2AVDEAVANTIS INTERNATIONAL EQUITY ETF$89.07-2.63%24.55%60.13%$14.4M8.21%13,405,174−98.7%
3FBCGFIDELITY BLUE CHIP GROWTH ETF$61.340.90%32.13%85.92%$14.0M7.98%15,135,775−98.2%
4AVIGAVANTIS CORE FIXED INCOME ETF$41.09-0.48%5.65%-1.39%$13.8M7.82%12,639,384−97.4%
5VTVVANGUARD VALUE ETF$212.02-1.36%25.17%71.24%$11.1M6.28%11,090,013−99.5%
6AVEMAVANTIS EMERGING MARKETS EQUITY ETF$91.23-6.45%40.78%58.26%$7.5M4.27%6,765,156−98.6%
7VTIVANGUARD TOTAL STOCK MARKET ETF$363.38-2.68%24.59%71.45%$6.2M3.55%6,252,375−99.7%
8VBVANGUARD SMALL-CAP ETF$288.20-2.44%25.47%39.47%$4.7M2.67%2,762,763−99.4%
9AVGEAVANTIS ALL EQUITY MARKETS ETF$97.840.89%29.93%90.58%$3.9M2.23%3,835,584−98.9%
10IUSBISHARES CORE TOTAL USD BOND MARKET ETF$45.80-0.43%5.69%0.49%$3.5M2.02%2,773,313−97.3%
11AAPLAPPLE INC COM$307.34-1.25%51.31%116.17%$3.5M1.98%3,785,504−99.6%
12FBNDFIDELITY TOTAL BOND ETF$45.29-0.44%5.41%2.25%$2.9M1.65%3,014,519−97.9%
13BNDVANGUARD TOTAL BOND MARKET ETF$72.83-0.45%5.24%-1.47%$2.8M1.61%2,032,508−98.1%
14AVMUAVANTIS CORE MUNICIPAL FIXED INCOME ETF$46.37-0.09%9.04%4.24%$2.7M1.56%2,646,284−97.8%
15DFUSDIMENSIONAL U.S. EQUITY MARKET ETF$80.40-2.76%24.86%77.03%$2.2M1.25%2,230,947−98.6%
16VTEBVANGUARD TAX-EXEMPT BOND ETF$50.30-0.16%7.34%3.96%$1.9M1.08%1,882,878−98.0%
17VOOVANGUARD S&P 500 ETF$678.00-2.59%24.60%80.00%$1.9M1.06%1,972,882−99.8%
18NVDANVIDIA CORPORATION COM$205.10-6.20%44.92%955.49%$1.8M1.01%1,864,392−99.5%
19DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF$43.46-2.34%25.71%70.09%$1.8M1.01%1,765,504−97.5%
20VEAVANGUARD FTSE DEVELOPED MARKETS ETF$69.17-3.72%26.80%55.20%$1.6M0.91%1,579,821−98.4%
21AMZNAMAZON COM INC COM$246.03-3.06%15.20%47.87%$1.5M0.86%1,679,084−99.6%
22QQQINVESCO QQQ TRUST SERIES I$705.06-4.80%33.69%99.06%$1.2M0.68%1,269,566−99.8%
23SPYSTATE STREET SPDR S&P 500 ETF$737.55-2.58%24.51%79.50%$1.1M0.65%1,198,451−99.9%
24IVVISHARES CORE S&P 500 ETF$740.91-2.62%24.60%80.03%$1.1M0.61%1,116,447−99.9%
25VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF$98.05-1.98%27.56%80.17%$1.1M0.61%1,017,870−98.9%
26GOOGLALPHABET INC CAP STK CL A$368.53-0.98%112.92%175.80%$979K0.56%1,113,692−99.7%
27FIVAFIDELITY INTERNATIONAL VALUE FACTOR ETF$37.51-2.85%32.36%79.87%$978K0.56%933,298−97.1%
28IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF$39.38-5.31%23.67%41.16%$884K0.50%541,034−95.6%
29VVISA INC COM CL A$323.571.06%-11.91%36.33%$869K0.49%1,004,013−99.7%
30VUGVANGUARD GROWTH ETF$85.93-3.62%22.71%78.84%$778K0.44%875,879−99.8%
31ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$161.35-2.71%$695K0.40%720,727−99.3%
32XOMEXXON MOBIL CORP COM$149.92-1.39%$661K0.38%584,151−99.3%
33METAMETA PLATFORMS INC CL A$593.00-5.51%$630K0.36%731,790−99.8%
34MSFTMICROSOFT CORP COM$416.67-2.66%$547K0.31%723,953−99.8%
35VXFVanguard Extended Market ETF$231.90-3.32%$537K0.31%543,193−99.5%
36VWOVANGUARD FTSE EMERGING MARKETS ETF$58.03-3.78%$511K0.29%520,177−98.2%
37VBRVANGUARD SMALL CAP VALUE ETF$234.32-1.10%$473K0.27%457,758−99.5%
38IWXISHARES RUSSELL TOP 200 VALUE ETF$103.00-1.90%$463K0.26%423,352−98.8%
39PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF$75.17-3.90%$453K0.26%364,762−98.3%
40GOOGALPHABET INC CAP STK CL C$365.76-0.95%$450K0.26%490,943−99.7%
41ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF$101.30-4.14%$442K0.25%266,069−98.1%
42IWFISHARES RUSSELL 1000 GROWTH ETF$122.69-3.26%$425K0.24%470,411−99.8%
43IVWISHARES S&P 500 GROWTH ETF$134.60-3.81%$366K0.21%395,756−99.2%
44SCHBSCHWAB U.S. BROAD MARKET ETF$28.650.70%$352K0.20%353,965−96.2%
45IWDISHARES RUSSELL 1000 VALUE ETF$236.42-1.91%$347K0.20%340,387−99.5%
46SMMDISHARES RUSSELL 2500 ETF$86.35-2.96%$334K0.19%83,686−95.0%
47JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF$72.71-1.90%$330K0.19%209,265−97.7%
48DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND$95.75-1.19%$321K0.18%313,053−98.9%
49LLYELI LILLY & CO COM$1131.420.55%$316K0.18%367,359−99.9%
50STIPISHARES 0-5 YEAR TIPS BOND ETF$102.28-0.23%$315K0.18%+3,047NEW
51DVYISHARES SELECT DIVIDEND ETF$155.400.32%$301K0.17%278,856−99.3%
52VBKVANGUARD SMALL-CAP GROWTH ETF$342.12-4.03%$289K0.16%287,861−99.7%
53FMAOFARMERS & MERCHANTS BANCORP IN COM$28.090.83%$288K0.16%265,664−96.0%
54COSTCOSTCO WHOLESALE CORPORATION COM$971.87-0.05%$275K0.16%237,813−99.9%
55IWPISHARES RUSSELL MID-CAP GROWTH ETF$139.23-2.75%$263K0.15%278,677−99.3%
56IEFAISHARES CORE MSCI EAFE ETF$95.56-2.60%$259K0.15%253,526−98.9%
57TSLATESLA INC COM$391.00-6.56%$255K0.14%262,401−99.7%
58WMTWALMART INC COM$118.880.97%$250K0.14%221,806−99.1%
59DNPDNP SELECT INCOME FD INC COM$10.730.37%$243K0.14%211,903−90.0%
60PTLCPACER TRENDPILOT US LARGE CAP ETF$57.33-2.65%$242K0.14%251,941−98.2%
61VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$81.13-3.76%$233K0.13%225,299−98.6%
62IWSISHARES RUSSELL MID-CAP VALUE ETF$159.43-1.87%$232K0.13%222,539−99.3%
63SPDWSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF$49.33-3.71%$229K0.13%217,918−97.7%
64IWMISHARES RUSSELL 2000 ETF$281.65-3.55%$225K0.13%222,850−99.6%
65VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF$83.03-3.73%$225K0.13%169,866−98.3%
66HDHOME DEPOT INC COM$310.780.27%$224K0.13%233,994−99.7%
67GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND$52.39-3.54%$224K0.13%182,226−97.8%
68PGPROCTER & GAMBLE CO COM$146.544.09%$222K0.13%218,730−99.3%
69JNJJOHNSON & JOHNSON COM$232.772.02%$218K0.12%183,707−99.5%
70DFATDIMENSIONAL U.S. TARGETED VALUE ETF$67.12-1.13%$209K0.12%195,641−98.3%
71EZMWISDOMTREE U.S. MIDCAP FUND$73.01-1.52%$209K0.12%204,177−98.5%
72IJJISHARES S&P MID-CAP 400 VALUE ETF$141.94-1.11%$205K0.12%202,153−99.2%
73VGTVANGUARD INFORMATION TECHNOLOGY ETF$115.28-6.14%$204K0.12%219,808−99.9%
74DIASTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST$509.70-1.35%$202K0.11%208,586−99.8%
75IJRISHARES CORE S&P SMALL CAP ETF$137.68-1.84%$194K0.11%186,398−99.2%
76PEBOPEOPLES BANCORP INC COM$35.140.29%$194K0.11%171,190−96.7%
77XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$180.30-6.66%$187K0.11%265,516−99.5%
78JPMJPMORGAN CHASE & CO COM$312.370.48%$187K0.11%211,735−99.7%
79IUSGISHARES CORE S&P U.S. GROWTH ETF$184.13-3.72%$184K0.10%201,517−99.4%
80IWVISHARES RUSSELL 3000 ETF$418.71-2.61%$172K0.10%179,420−99.7%
81VTVANGUARD TOTAL WORLD STOCK ETF$153.68-3.07%$171K0.10%172,641−99.3%
82ALNYALNYLAM PHARMACEUTICALS INC COM$303.05-0.19%$165K0.09%198,325−99.7%
83WECWEC ENERGY GROUP INC COM$112.951.55%$163K0.09%146,766−99.1%
84VOVANGUARD MID-CAP ETF$78.53-2.06%$161K0.09%176,405−99.7%
85HBANHUNTINGTON BANCSHARES INC COM$16.52-0.06%$160K0.09%166,688−94.2%
86ONOFGLOBAL X ADAPTIVE U.S. RISK MANAGEMENT ETF$39.49-2.58%$156K0.09%157,839−97.3%
87XSORXSOURCE CAPITAL COM SHS OF BEN I$49.44-0.96%$155K0.09%149,747−97.8%
88TAT&T INC COM$22.75-0.09%$153K0.09%125,899−96.0%
89EFAISHARES MSCI EAFE ETF$102.26-2.56%$147K0.08%143,930−99.0%
90MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST$674.59-1.95%$147K0.08%143,343−99.8%
91VIGVANGUARD DIVIDEND APPRECIATION ETF$233.28-1.37%$135K0.08%137,831−99.5%
92LOWLOWES COS INC COM$210.741.55%$134K0.08%136,171−99.6%
93VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$154.39-3.51%$131K0.07%128,097−99.3%
94XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF$153.010.61%$131K0.07%183,783−99.5%
95GSKGSK PLC SPONSORED ADR$51.520.49%$129K0.07%112,414−98.0%
96CHKPCHECK POINT SOFTWARE TECH LTD ORD$135.82-0.47%$129K0.07%166,104−99.5%
97DFASDIMENSIONAL U.S. SMALL CAP ETF$77.60-2.07%$125K0.07%120,825−98.6%
98PAYCPAYCOM SOFTWARE INC COM$137.620.39%$124K0.07%161,527−99.4%
99BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$123K0.07%178,784−99.9%
100IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF$25.15-0.24%$121K0.07%116,648−96.1%
101IVEISHARES S&P 500 VALUE ETF$116K0.07%116,089−99.5%
102VOOGVANGUARD S&P 500 GROWTH ETF$115K0.07%125,536−99.8%
103VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$111K0.06%109,986−98.7%
104IWRISHARES RUSSELL MIDCAP ETF$109K0.06%106,751−99.0%
105IYWISHARES U.S. TECHNOLOGY ETF$109K0.06%119,208−99.5%
106MSMORGAN STANLEY COM NEW$107K0.06%114,568−99.4%
107DEDEERE & CO COM$105K0.06%86,875−99.8%
108IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF$104K0.06%99,315−95.9%
109IDVISHARES INTERNATIONAL SELECT DIVIDEND ETF$103K0.06%93,164−97.5%
110VOOVVANGUARD S&P 500 VALUE ETF$101K0.06%101,517−99.5%
111XLCSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF$100K0.06%105,515−99.2%
112MGKVANGUARD MEGA CAP GROWTH ETF$99K0.06%161,949−99.8%
113SCHFSCHWAB INTERNATIONAL EQUITY ETF$99K0.06%91,767−95.8%
114LRCXLAM RESEARCH CORP COM NEW$98K0.06%78,283−99.4%
115ACNACCENTURE PLC IRELAND SHS CLASS A$97K0.05%130,175−99.6%
116VGSHVANGUARD SHORT-TERM TREASURY ETF$92K0.05%90,347−98.3%
117PANWPALO ALTO NETWORKS INC COM$91K0.05%103,319−99.5%
118WMWASTE MGMT INC DEL COM$90K0.05%85,734−99.5%
119VOTVANGUARD MID-CAP GROWTH ETF$89K0.05%96,236−99.6%
120IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF$88K0.05%84,697−95.9%
121SCHWSCHWAB CHARLES CORP COM$87K0.05%92,008−99.0%
122INTCINTEL CORP COM$84K0.05%68,641−97.3%
123BSVVANGUARD SHORT-TERM BOND ETF$83K0.05%82,401−98.7%
124XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF$81K0.05%77,060−99.4%
125IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF$78K0.04%101,968−99.1%
126STZCONSTELLATION BRANDS INC CL A$75K0.04%68,480−99.3%
127SCHZSCHWAB US AGGREGATE BOND ETF$74K0.04%71,102−95.7%
128MRKMERCK & CO INC COM$73K0.04%63,286−99.0%
129SPYMSTATE STREET SPDR PORTFOLIO S&P 500 ETF$73K0.04%75,101−98.8%
130DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF$71K0.04%65,903−96.9%
131FELVFIDELITY ENHANCED LARGE CAP VALUE ETF$70K0.04%67,926−97.1%
132PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF$70K0.04%68,090−95.9%
133AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF$69K0.04%68,949−98.9%
134HLNHALEON PLC SPON ADS$68K0.04%62,221−90.1%
135LNGCHENIERE ENERGY INC COM NEW$67K0.04%45,833−99.5%
136XLYSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF$66K0.04%173,251−99.6%
137CSCOCISCO SYS INC COM$66K0.04%64,245−98.7%
138IVOOVANGUARD S&P MID-CAP 400 ETF$65K0.04%63,378−99.1%
139NXPINXP SEMICONDUCTORS N V COM$65K0.04%71,300−99.5%
140ABBVABBVIE INC COM$65K0.04%67,792−99.6%
141NEENEXTERA ENERGY INC COM$61K0.03%52,166−98.8%
142SYKSTRYKER CORPORATION COM$61K0.03%64,540−99.7%
143EPDENTERPRISE PRODS PARTNERS L P COM$57K0.03%46,590−96.9%
144CVXCHEVRON CORPORATION COM$56K0.03%41,032−99.3%
145VFHVANGUARD FINANCIALS ETF$55K0.03%60,680−99.3%
146SOXXISHARES SEMICONDUCTOR ETF$54K0.03%49,554−99.7%
147SBUXSTARBUCKS CORP COM$54K0.03%50,009−98.8%
148PEPPEPSICO INC COM$54K0.03%49,169−99.3%
149VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF$53K0.03%64,080−99.4%
150NSCNORFOLK SOUTHN CORP COM$52K0.03%51,790−99.7%
151CAHCARDINAL HEALTH INC COM$52K0.03%49,898−99.5%
152BKNGBOOKING HOLDINGS INC COM$51K0.03%64,529−100.0%
153QQQMINVESCO NASDAQ 100 ETF$50K0.03%53,407−99.6%
154FENYFIDELITY MSCI ENERGY INDEX ETF$49K0.03%34,348−96.0%
155MSCIMSCI INC COM$47K0.03%50,400−99.8%
156XLPSTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF$47K0.03%44,321−98.7%
157RBCRBC BEARINGS INC COM$47K0.03%38,926−99.8%
158TJXTJX COS INC NEW COM$47K0.03%43,602−99.3%
159HONHONEYWELL INTL INC COM$46K0.03%39,400−99.5%
160XLFSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF$45K0.03%48,823−98.2%
161FDCFFIDELITY DISRUPTIVE COMMUNICATIONS ETF$43K0.02%47,074−97.9%
162VHTVANGUARD HEALTH CARE ETF$42K0.02%44,187−99.7%
163DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND$42K0.02%37,746−97.0%
164SCZISHARES MSCI EAFE SMALL-CAP ETF$42K0.02%40,867−98.7%
165TTTRANE TECHNOLOGIES PLC SHS$42K0.02%38,820−99.7%
166SUSAISHARES ESG OPTIMIZED MSCI USA ETF$41K0.02%43,440−99.3%
167SCHESCHWAB EMERGING MARKETS EQUITY ETF$41K0.02%39,208−96.9%
168LHXL3HARRIS TECHNOLOGIES INC COM$40K0.02%34,231−99.7%
169VOEVANGUARD MID-CAP VALUE ETF$40K0.02%38,449−99.4%
170SPGIS&P GLOBAL INC COM$40K0.02%49,029−99.8%
171MCDMCDONALDS CORP COM$40K0.02%38,993−99.7%
172ORCLORACLE CORP COM$39K0.02%51,774−99.5%
173ICEINTERCONTINENTAL EXCHANGE INC COM$39K0.02%39,435−99.4%
174CRMSALESFORCE INC COM$38K0.02%53,574−99.6%
175QCOMQUALCOMM INC COM$38K0.02%49,825−99.4%
176COFCAPITAL ONE FINL CORP COM$38K0.02%49,720−99.6%
177SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF$38K0.02%35,633−97.9%
178SPYVSTATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF$37K0.02%36,890−98.2%
179KOCOCA COLA CO COM$36K0.02%32,730−98.6%
180FENIFIDELITY ENHANCED INTERNATIONAL ETF$36K0.02%34,157−97.3%
181WMT2WELLS FARGO & CO COM$35K0.02%40,568−98.9%
182CHDCHURCH & DWIGHT CO INC COM$34K0.02%30,489−98.8%
183COPCONOCOPHILLIPS COM$34K0.02%34,096−99.2%
184IJKISHARES S&P MID-CAP 400 GROWTH ETF$34K0.02%32,216−99.0%
185VLOVALERO ENERGY CORP$33K0.02%21,842−99.4%
186UNPUNION PAC CORP COM$33K0.02%31,324−99.6%
187XBISTATE STREET SPDR S&P BIOTECH ETF$32K0.02%30,595−99.2%
188CSXCSX CORP COM$32K0.02%27,389−97.2%
189ABTABBOTT LABORATORIES COM$31K0.02%37,536−99.2%
190BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF$30K0.02%29,745−98.9%
191NVONOVO-NORDISK A S ADR$30K0.02%40,503−98.0%
192PRIPRIMERICA INC COM$30K0.02%30,626−99.6%
193USBUS BANCORP COM NEW$29K0.02%29,688−98.1%
194XSDSTATE STREET SPDR S&P SEMICONDUCTOR ETF$29K0.02%28,854−99.7%
195TSCOTRACTOR SUPPLY CO COM$28K0.02%30,631−98.0%
196ALGNALIGN TECHNOLOGY INC COM$28K0.02%25,600−99.4%
197IXJISHARES GLOBAL HEALTHCARE ETF$28K0.02%29,007−99.0%
198GDGENERAL DYNAMICS CORP COM$28K0.02%27,188−99.7%
199ECLECOLAB INC COM$27K0.02%26,937−99.6%
200CNICANADIAN NATL RY CO COM$27K0.02%25,832−99.0%
201LENLENNAR CORP CL A$27K0.02%31,660−99.0%
202EMREMERSON ELEC CO COM$27K0.02%26,871−99.2%
203LMNDLEMONADE INC COM$26K0.01%29,195−98.6%
204UNHUNITEDHEALTH GROUP INC COM$26K0.01%54,702−99.8%
205IBMINTERNATIONAL BUSINESS MACHS COM$26K0.01%31,587−99.7%
206SCHXSCHWAB U.S. LARGE-CAP ETF$26K0.01%23,461−95.9%
207CATCATERPILLAR INC COM$26K0.01%20,587−99.8%
208BYLDISHARES YIELD OPTIMIZED BOND ETF$25K0.01%+1,127NEW
209FFORD MTR CO COM$25K0.01%26,506−92.4%
210PRFINVESCO RAFI US 1000 ETF$25K0.01%23,924−97.9%
211IEMGISHARES CORE MSCI EMERGING MARKETS ETF$25K0.01%23,309−98.5%
212ROSTROSS STORES INC COM$23K0.01%19,347−99.4%
213MMM3M CO COM$23K0.01%25,456−99.4%
214STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS$22K0.01%15,640−99.6%
215CCJCAMECO CORP F$22K0.01%18,460−98.9%
216WRBBERKLEY W R CORP COM$22K0.01%23,017−98.6%
217DGXQUEST DIAGNOSTICS INC COM$22K0.01%18,978−99.4%
218PTYPIMCO CORPORATE & INCOME OPPOR COM$21K0.01%20,825−92.2%
219PAYXPAYCHEX INC COM$21K0.01%25,238−99.1%
220TTDTHE TRADE DESK INC COM CL A$21K0.01%34,003−97.4%
221AVGOBROADCOM INC COM$21K0.01%21,045−99.7%
222NKENIKE INC CL B$20K0.01%23,454−98.4%
223AMGNAMGEN INC COM$20K0.01%23,183−99.8%
224SYYSYSCO CORP COM$19K0.01%19,772−98.6%
225AMPAMERIPRISE FINL INC COM$19K0.01%19,571−99.8%
226AXPAMERICAN EXPRESS CO COM$18K0.01%22,137−99.7%
227IHIISHARES U.S. MEDICAL DEVICES ETF$18K0.01%20,669−98.4%
228SNASNAP ON INC COM$18K0.01%16,836−99.7%
229DISDISNEY WALT CO COM$18K0.01%20,637−99.1%
230NDSNNORDSON CORP COM$18K0.01%15,802−99.6%
231STMSTMICROELECTRONICS N V NY REGISTRY$17K0.01%12,470−96.1%
232AMDADVANCED MICRO DEVICES INC COM$17K0.01%17,479−99.5%
233MOALTRIA GROUP INC COM$16K0.01%14,165−98.3%
234PRFZINVESCO RAFI US 1500 SMALL-MID ETF$16K0.01%15,891−97.8%
235IRINGERSOLL RAND INC COM$16K0.01%15,800−98.7%
236QSRRESTAURANT BRANDS INTL INC COM$16K0.01%14,522−98.5%
237GNLXGENELUX CORPORATION COM$16K0.01%21,806−77.1%
238GEGE AEROSPACE COM NEW$16K0.01%16,887−99.7%
239MAMASTERCARD INCORPORATED CL A$15K0.01%17,666−99.8%
240CTVACORTEVA INC COM$15K0.01%11,885−98.5%
241SESEA LTD SPONSORD ADS$15K0.01%22,529−99.2%
242ASMLASML HLDG NV N Y REGISTRY SHS$15K0.01%10,688−99.9%
243KRKROGER CO COM$14K0.01%12,296−98.4%
244PFEPFIZER INC COM$14K0.01%17,629−97.2%
245SCHASCHWAB U.S. SMALL-CAP ETF$14K0.01%13,575−96.5%
246RTXRTX CORPORATION COM$14K0.01%13,498−99.5%
247JKHYHENRY JACK & ASSOC INC COM$14K0.01%15,607−99.5%
248MRSHMARSH & MCLENNAN COS INC COM$13K0.01%13,839−99.5%
249IJHISHARES CORE S&P MID-CAP ETF$13K0.01%12,350−98.5%
250CDWCDW CORP COM$13K0.01%14,061−99.3%
251BABAALIBABA GROUP HLDG LTD SPONSORED ADS$13K0.01%14,558−99.3%
252CCL1EURCARNIVAL CORP$12K0.01%11,155−95.9%
253VRSKVERISK ANALYTICS INC COM$12K0.01%14,475−99.6%
254LMTLOCKHEED MARTIN CORP COM$12K0.01%9,653−99.8%
255GWWWW GRAINGER INC COM$12K0.01%11,089−99.9%
256CRSPCRISPR THERAPEUTICS AG NAMEN AKT$12K0.01%12,860−98.1%
257FSLYFASTLY INC CL A$12K0.01%3,672−90.2%
258SCHVSCHWAB U.S. LARGE-CAP VALUE ETF$11K0.01%10,729−96.6%
259PPLPPL CORP COM$11K0.01%10,002−97.1%
260CLXCLOROX CO DEL COM$11K0.01%10,883−99.0%
261COWZPACER US CASH COWS 100 ETF$11K0.01%10,059−98.3%
262SLBSLB LIMITED COM STK$10K0.01%26,591−99.3%
263CMCSACOMCAST CORP NEW CL A$10K0.01%10,227−96.7%
264EFXEQUIFAX INC COM$10K0.01%11,879−99.5%
265JSMLJANUS HENDERSON SMALL CAP GROWTH ALPHA ETF$10K0.01%10,232−98.6%
266CGCARLYLE GROUP INC COM$10K0.01%11,738−98.3%
267GEVGE VERNOVA INC COM$10K0.01%7,178−99.8%
268TWSTTWIST BIOSCIENCE CORP COM$10K0.01%6,205−96.8%
269VZVERIZON COMMUNICATIONS INC COM$9K0.01%7,509−97.5%
270TMOTHERMO FISHER SCIENTIFIC INC COM$9K0.01%10,991−99.8%
271BIOBIO RAD LABS INC CL A$9K0.01%9,966−99.7%
272IMFLINVESCO INTERNATIONAL DEVELOPED DYNAMIC MULTIFACTOR ETF$9K0.01%8,349−96.6%
273PSXPHILLIPS 66 COM$9K0.01%13,370−99.6%
274BSXBOSTON SCIENTIFIC CORP COM$9K0.01%12,348−98.9%
275ELVELEVANCE HEALTH INC FORMERLY A COM$9K0.00%10,487−99.7%
276MELIMERCADOLIBRE INC COM$9K0.00%10,066−100.0%
277AFLAFLAC INC COM$8K0.00%8,195−99.1%
278ADSKAUTODESK INC COM$8K0.00%10,030−99.7%
279NDAQNASDAQ INC COM$8K0.00%8,940−99.0%
280LSTRLANDSTAR SYS INC COM$8K0.00%6,992−99.3%
281WINAWINMARK CORP COM$8K0.00%7,271−99.8%
282ADPAUTOMATIC DATA PROCESSING INC COM$7K0.00%8,712−99.6%
283OREALTY INCOME CORP COM$7K0.00%6,108−98.2%
284AMATAPPLIED MATLS INC COM$7K0.00%5,120−99.6%
285BLKBLACKROCK INC COM$7K0.00%7,485−99.9%
286AEPAMERICAN ELEC PWR CO INC COM$7K0.00%5,716−99.1%
287CITHE CIGNA GROUP COM$6K0.00%6,582−99.6%
288BOHBANK HAWAII CORP COM$6K0.00%5,794−98.5%
289SNPSSYNOPSYS INC COM$6K0.00%7,500−99.8%
290CMFISHARES CALIFORNIA MUNI BOND ETF$6K0.00%6,211−98.3%
291EFGISHARES MSCI EAFE GROWTH ETF$6K0.00%6,098−99.1%
292WYNNWYNN RESORTS LTD COM$6K0.00%7,040−99.2%
293TXNTEXAS INSTRS INC COM$6K0.00%5,175−99.4%
294NFLXNETFLIX INC. COM$6K0.00%5,566−98.9%
295XTISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF$5K0.00%5,293−98.6%
296WENWENDYS CO COM$5K0.00%5,498−88.0%
297ZTSZOETIS INC CL A$5K0.00%5,492−99.2%
298AKAMAKAMAI TECHNOLOGIES INC COM$5K0.00%3,881−98.9%
299BIIBBIOGEN INC COM$5K0.00%4,900−99.4%
300ALLEALLEGION PLC ORD SHS$5K0.00%5,221−99.4%
301NOWSERVICENOW INC COM$5K0.00%45,146−99.9%
302TGTTARGET CORP COM$5K0.00%3,677−99.0%
303VRTXVERTEX PHARMACEUTICALS IN$4K0.00%4,524−99.8%
304CCITIGROUP INC COM NEW$4K0.00%4,281−99.1%
305FDSFACTSET RESH SYS INC COM$4K0.00%5,205−99.7%
306CMECME GROUP INC COM$4K0.00%3,537−99.6%
307SOLSSOLSTICE ADVANCED MATLS INC COM SHS$4K0.00%2,379−97.9%
308MSTRSTRATEGY INC CL A NEW$4K0.00%4,225−99.3%
309ISRGINTUITIVE SURGICAL INC COM NEW$4K0.00%3,390−99.8%
310ADBEADOBE INC COM$4K0.00%5,235−99.7%
311ZBHZIMMER BIOMET HOLDINGS INC COM$4K0.00%3,557−98.9%
312PYPLPAYPAL HLDGS INC COM$3K0.00%4,304−98.3%
313GSGOLDMAN SACHS GROUP INC COM$3K0.00%3,512−99.9%
314AIC3 AI INC CL A$3K0.00%5,004−92.6%
315GDXVANECK GOLD MINERS ETF$3K0.00%2,797−98.8%
316NADNUVEEN QUALITY MUNCP INCOME FD COM$3K0.00%2,689−91.7%
317FTMUFRANKLIN MUNICIPAL INCOME ETF$3K0.00%2,447−87.2%
318PLDPROLOGIS SHARE BENEFICIAL INT$3K0.00%2,407−99.2%
319MDLZMONDELEZ INTL INC CL A$2K0.00%2,219−98.1%
320KTBKONTOOR BRANDS INC COM$2K0.00%1,923−98.4%
321TURISHARES MSCI TURKEY ETF$2K0.00%1,671−97.1%
322SHWSHERWIN WILLIAMS CO COM$2K0.00%1,938−99.7%
323DHRDANAHER CORP DEL COM$2K0.00%2,279−99.6%
324WBDWARNER BROS DISCOVERY INC COM SER A$2K0.00%623−90.0%
325QQNITY ELECTRONICS INC COMMON STOCK$2K0.00%1,290−98.8%
326ANETARISTA NETWORKS INC COM SHS$2K0.00%+15NEW
327PHPARKER-HANNIFIN CORP COM$2K0.00%+2NEW
328PLTRPALANTIR TECHNOLOGIES INC CL A$2K0.00%2,121−99.4%
329INTUINTUIT COM$2K0.00%2,646−99.8%
330MUMICRON TECHNOLOGY INC COM$2K0.00%29,963−100.0%
331GMGENERAL MOTORS CORP$2K0.00%1,767−98.8%
332MARMARRIOTT INTL INC$2K0.00%1,546−99.7%
333HLTHILTON WORLDWIDE HLDGS INC COM$2K0.00%1,431−99.7%
334DDDUPONT DE NEMOURS INC COM$2K0.00%1,294−97.5%
335ORLYOREILLY AUTOMOTIVE INC COM$1K0.00%+15NEW
336RCLROYAL CARIBBEAN GROUP COM$1K0.00%1,390−99.6%
337NETCLOUDFLARE INC CL A COM$1K0.00%1,177−99.5%
338NRKNUVEEN NY AMT FREE COM$1K0.00%936−90.1%
339EBAYEBAY INC$1K0.00%947−98.9%
340SNOWSNOWFLAKE INC COM SHS$9050.00%1,310−99.5%
341DASHDOORDASH INC CL A$9010.00%1,353−99.6%
342HOODROBINHOOD MKTS INC COM CL A$8320.00%1,345−99.1%
343CBRECBRE GROUP INC A$8130.00%959−99.4%
344SIRISIRIUSXM HOLDINGS INC COMMON STOCK$8080.00%665−95.0%
345APPAPPLOVIN CORP COM CL A$7960.00%1,346−99.9%
346RBLXROBLOX CORP CL A$7920.00%1,120−98.8%
347STTSTATE STR CORP COM$7590.00%768−99.2%
348DOCHEALTHPEAK PROPERTIES INC COM$7060.00%648−93.8%
349LLYVKLIBERTY LIVE HOLDINGS INC COM SHS SER C$6590.00%575−98.8%
350KDPKEURIG DR PEPPER INC COM$6580.00%675−96.4%
351VTRSVIATRIS INC COM$6480.00%550−92.0%
352MCHPMICROCHIP TECHNOLOGY INC. COM$6460.00%627−98.4%
353ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD$6200.00%+74NEW
354TDOCTELADOC HEALTH INC COM$5450.00%600−85.7%
355REZIRESIDEO TECHNOLOGIES INC COM$5390.00%546−97.2%
356VSNTVERSANT MEDIA GROUP INC COM CL A$5180.00%+14NEW
357FWONKLIBERTY MEDIA CORP DEL COM LBTY ONE S C$5100.00%585−99.0%
358VALEVALE S A SPONSORED ADS$5090.00%+32NEW
359IBITISHARES BITCOIN TRUST ETF$4610.00%187−94.0%
360LBRDKLIBERTY BROADBAND CORP COM SER C$4530.00%428−97.9%
361VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$4140.00%414−98.8%
362LLYVALIBERTY LIVE HOLDINGS INC COM SER A$2750.00%242−98.8%
363LBTYKLIBERTY GLOBAL LTD COM CL C$2350.00%201−91.0%
364FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S A$2340.00%265−98.9%
365LBRDALIBERTY BROADBAND CORP COM SER A$1510.00%142−97.9%
366KVUEKENVUE INC COM$1380.00%130−94.2%
367BATRKATLANTA BRAVES HLDGS INC COM SER C$850.00%77−97.5%
368BATRAATLANTA BRAVES HLDGS INC COM SER A$470.00%41−97.6%
369SKLZSKILLZ INC COM CL A$390.00%50−76.9%
370GLIBKGCI LIBERTY INC COM SER C$370.00%36−97.3%
371PSKYPARAMOUNT SKYDANCE CORP COM CL B$360.00%50−92.6%
372BKKTBAKKT INC COM CL A NEW$290.00%36−90.0%
373ONLORION PROPERTIES INC COM$170.00%10−55.6%
374ACWXISHARES MSCI ACWI EX U.S. ETF296,245EXITED
375BACBANK AMERICA CORP COM110,000EXITED
376FEOEFIRST EAGLE OVERSEAS EQUITY ETF71,089EXITED
377NRGNRG ENERGY INC COM NEW34,237EXITED
378FFINFIRST FINL BANKSHARES INC COM29,870EXITED
379DOWDOW HLDGS INC COM11,690EXITED
380OXYOCCIDENTAL PETE CORP COM9,540EXITED
381BSCXINVESCO BULLETSHARES 2033 CORPORATE BOND ETF6,696EXITED
382GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF6,656EXITED
383BSCWINVESCO BULLETSHARES 2032 CORPORATE BOND ETF6,638EXITED
384BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF6,633EXITED
385BSCVINVESCO BULLETSHARES 2031 CORPORATE BOND ETF6,628EXITED
386IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF6,610EXITED
387BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF6,592EXITED
388BILSSTATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF6,549EXITED
389BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF6,489EXITED
390BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF6,435EXITED
391BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF6,421EXITED
392JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF4,797EXITED
393JAAAJANUS HENDERSON AAA CLO ETF4,653EXITED
394MRPMILLROSE PPTYS INC COM CL A4,630EXITED
395IUSVISHARES CORE S&P US VALUE ETF2,256EXITED
396IEFISHARES 7-10 YEAR TREASURY BOND ETF2,212EXITED
397DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF2,172EXITED

Source: SEC EDGAR · accession 0002089183-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.