Align Financial, LLC
•CIK: 2089183•Filing: Q4 2025
Align Financial, LLC, managed by Jonathan Lavine, is known for its concentrated, long-term investment strategy, focusing on a small number of high-conviction positions. Currently, the fund's top holdings are heavily weighted towards AVUS, FBCG, and AVDE, reflecting a notable emphasis on financial and insurance sectors.
Total AUM
$172.4B
QoQ Performance
N/A
Positions
389
Top 10 Concentration
66.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
FBCG
AVDE
AVIG
VTV
AVUS20.9%
FBCG8.9%
AVDE7.9%
AVIG7.5%
VTV6.5%
AVEM4.0%
VTI3.6%
AVGE2.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other88.2%
Technology5.5%
ETF2.5%
Consumer1.7%
Financial1.0%
Healthcare0.5%
Energy0.4%
Industrial0.1%