Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001961312

Align Wealth Management, LLC

Oklahoma City, OK · File #028-22717

Latest AUM
$118.3M
Positions
219
Top-10 Concentration
89.3%
Filings
1

Sector Allocation

Technology
1.4%$1.6M
Energy
0.6%$763,087
Financials
0.3%$422,845
Utilities
0.2%$227,598
Healthcare
0.2%$205,911
Materials
0.2%$190,427
Industrials
0.1%$141,593
Consumer Staples
0.1%$87,904

Filing History

View all filings →

Top 20 Holdings — Mar 2023

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7081,581,833$35.2M30.48%
2VANGUARD SCOTTSDALE FDS92206C847468,986$29.5M25.58%
3DIMENSIONAL ETF TRUST25434V609231,456$9.0M7.82%
4ISHARES TR46428841487,416$9.0M7.77%
5DIMENSIONAL ETF TRUST25434V880300,295$5.7M4.91%
6DIMENSIONAL ETF TRUST25434V799282,041$5.4M4.68%
7DIMENSIONAL ETF TRUST25434V732149,425$3.1M2.65%
8DIMENSIONAL ETF TRUST25434V40172,841$2.8M2.45%
9ISHARES TR46428743217,516$1.8M1.55%
10DIMENSIONAL ETF TRUST25434V76585,859$1.6M1.42%
11DIMENSIONAL ETF TRUST25434V78183,701$1.6M1.35%
12DIMENSIONAL ETF TRUST25434V83157,927$1.2M1.07%
13BANCFIRST CORPBANFP11,267$1.0M0.87%
14AMERICAN CENTY ETF TR02507270320,341$927,9560.80%
15QUALCOMM INCQCOM5,885$664,8870.58%
16AMERICAN CENTY ETF TR02507260413,226$607,4700.53%
17CISCO SYS INCCSCO12,483$499,3200.43%
18DIMENSIONAL ETF TRUST25434V72416,602$491,5850.43%
19AMERICAN CENTY ETF TR0250728857,869$490,6320.43%
20ONEOK INC NEWOKE7,894$404,4890.35%