Align Financial, LLC
All 13F Filings
- Location
- Hermantown, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 172,411,580
- Description
- Hermantown Minnesota based benefit focused pension investor with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes model based security selection, asset liability coordination, and planning integrated mandate design for public service related mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through mandate specific risk calibration and governance clarity.
- Website
- https://www.align.financial/
- Founded
- 2017
- Chairman
- —
- CEO
- Tanya Nichols
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 389 | 172,411,580 | 13F-HR | Align Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.65 M | 12.0% | 20.65 M | 0 | 20.65 M |
| ETFs | 151.8 M | 88.0% | 151.8 M | 0 | 151.8 M |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
172,411,580
Holdings
389
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.