# EDGAR Filing Document

**Accession Number:** 0001820593
**File Stem:** 0001820593-26-000003
**Filing Date:** 2026-4
**Character Count:** 15524
**Document Hash:** f18878968cd1b8baddadc7e45da1c935
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001820593-26-000003.hdr.sgml**: 20260429

**ACCESSION NUMBER**: 0001820593-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260429

**DATE AS OF CHANGE**: 20260429

**EFFECTIVENESS DATE**: 20260429

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Navalign, LLC
- **CENTRAL INDEX KEY:** 0001820593

**ORGANIZATION NAME:**
- **EIN:** 680494621
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21174
- **FILM NUMBER:** 26913330

**BUSINESS ADDRESS:**
- **STREET 1:** 15910 VENTURA BOULEVARD
- **STREET 2:** SUITE 1605
- **CITY:** ENCINO
- **STATE:** CA
- **ZIP:** 91436
- **BUSINESS PHONE:** (818) 728-4500

**MAIL ADDRESS:**
- **STREET 1:** 15910 VENTURA BOULEVARD
- **STREET 2:** SUITE 1605
- **CITY:** ENCINO
- **STATE:** CA
- **ZIP:** 91436

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Navalign LLC<br>**Address:** 15910 VENTURA BOULEVARD<br>SUITE 1605<br>ENCINO, CA 91436

**Form 13F File Number:** 028-21174

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steve Trinh<br>**Title:** Portfolio Manager<br>**Phone:** 818-728-4500

**Signature, Place, and Date of Signing:**

Steve Trinh  Encino, CA  04-29-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $396495108

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| DISNEY WALT CO | COM | 254687106 |  | 218194 | 2264 | SH |  | SOLE |  | 0 | 0 | 2264 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 202704 | 600 | SH |  | SOLE |  | 0 | 0 | 600 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 661071 | 10535 | SH |  | SOLE |  | 0 | 0 | 10535 |
| BLACKROCK INC | COM | 09290D101 |  | 1803196 | 1875 | SH |  | SOLE |  | 0 | 0 | 1875 |
| INVESCO EXCHANGE TRADED FD T | COM | 46137V357 |  | 8070459 | 42051 | SH |  | SOLE |  | 0 | 0 | 42051 |
| MASTERCARD INCORPORATED | COM | 57636Q104 |  | 454191 | 909 | SH |  | SOLE |  | 0 | 0 | 909 |
| INTUITIVE SURGICAL INC | COM | 46120E602 |  | 308402 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| SELECT SECTOR SPDR TR | COM | 81369Y407 |  | 473874 | 4348 | SH |  | SOLE |  | 0 | 0 | 4348 |
| PEPSICO INC | COM | 713448108 |  | 240015 | 1546 | SH |  | SOLE |  | 0 | 0 | 1546 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 444411 | 4785 | SH |  | SOLE |  | 0 | 0 | 4785 |
| SPDR INDEX SHS FDS | COM | 78463X541 |  | 219754 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| FIDELITY MERRIMACK STR TR | COM | 316188309 |  | 46990853 | 1030049 | SH |  | SOLE |  | 0 | 0 | 1030049 |
| CODEXIS INC | COM | 192005106 |  | 25004 | 15340 | SH |  | SOLE |  | 0 | 0 | 15340 |
| CATERPILLAR INC | COM | 149123101 |  | 262130 | 370 | SH |  | SOLE |  | 0 | 0 | 370 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 |  | 404310 | 3069 | SH |  | SOLE |  | 0 | 0 | 3069 |
| WYNN RESORTS LTD | COM | 983134107 |  | 822693 | 8101 | SH |  | SOLE |  | 0 | 0 | 8101 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1234865 | 7703 | SH |  | SOLE |  | 0 | 0 | 7703 |
| AMAZON COM INC | COM | 023135106 |  | 2822267 | 13551 | SH |  | SOLE |  | 0 | 0 | 13551 |
| APPLE INC | COM | 037833100 |  | 25448945 | 100276 | SH |  | SOLE |  | 0 | 0 | 100276 |
| UNION PAC CORP | COM | 907818108 |  | 1472883 | 6071 | SH |  | SOLE |  | 0 | 0 | 6071 |
| LOWES COS INC | COM | 548661107 |  | 307038 | 1299 | SH |  | SOLE |  | 0 | 0 | 1299 |
| ORACLE CORP | COM | 68389X105 |  | 438890 | 2983 | SH |  | SOLE |  | 0 | 0 | 2983 |
| VANGUARD BD INDEX FDS | COM | 921937827 |  | 2148175 | 27397 | SH |  | SOLE |  | 0 | 0 | 27397 |
| NETFLIX INC. | COM | 64110L106 |  | 2030303 | 21116 | SH |  | SOLE |  | 0 | 0 | 21116 |
| LINDE PLC | COM | G54950103 |  | 1383848 | 2791 | SH |  | SOLE |  | 0 | 0 | 2791 |
| VANGUARD INDEX FDS | COM | 922908736 |  | 581583 | 1331 | SH |  | SOLE |  | 0 | 0 | 1331 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 987642 | 10509 | SH |  | SOLE |  | 0 | 0 | 10509 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 227825 | 2219 | SH |  | SOLE |  | 0 | 0 | 2219 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 275490 | 1666 | SH |  | SOLE |  | 0 | 0 | 1666 |
| AMERICAN CENTY ETF TR | COM | 025072877 |  | 8805441 | 79709 | SH |  | SOLE |  | 0 | 0 | 79709 |
| TRANSDIGM GROUP INC | COM | 893641100 |  | 1000182 | 863 | SH |  | SOLE |  | 0 | 0 | 863 |
| WALMART INC | COM | 931142103 |  | 551921 | 4441 | SH |  | SOLE |  | 0 | 0 | 4441 |
| VANGUARD WHITEHALL FDS | COM | 921946810 |  | 22893154 | 258797 | SH |  | SOLE |  | 0 | 0 | 258797 |
| ISHARES TR | COM | 464288224 |  | 197953 | 10823 | SH |  | SOLE |  | 0 | 0 | 10823 |
| NIKE INC | COM | 654106103 |  | 662252 | 12538 | SH |  | SOLE |  | 0 | 0 | 12538 |
| AUTODESK INC | COM | 052769106 |  | 700006 | 2924 | SH |  | SOLE |  | 0 | 0 | 2924 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 441184 | 1229 | SH |  | SOLE |  | 0 | 0 | 1229 |
| SPDR SERIES TRUST | COM | 78464A409 |  | 18181808 | 185699 | SH |  | SOLE |  | 0 | 0 | 185699 |
| BXP INC | COM | 101121101 |  | 726164 | 13992 | SH |  | SOLE |  | 0 | 0 | 13992 |
| SPDR SERIES TRUST | COM | 78464A508 |  | 19547057 | 345476 | SH |  | SOLE |  | 0 | 0 | 345476 |
| ISHARES TR | COM | 464287804 |  | 20658661 | 166187 | SH |  | SOLE |  | 0 | 0 | 166187 |
| SALESFORCE INC | COM | 79466L302 |  | 1216225 | 6515 | SH |  | SOLE |  | 0 | 0 | 6515 |
| CISCO SYS INC | COM | 17275R102 |  | 1295282 | 16694 | SH |  | SOLE |  | 0 | 0 | 16694 |
| FEDEX CORP | COM | 31428X106 |  | 1081943 | 3038 | SH |  | SOLE |  | 0 | 0 | 3038 |
| DELTA AIR LINES INC | COM | 247361702 |  | 1160590 | 17458 | SH |  | SOLE |  | 0 | 0 | 17458 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2584136 | 8785 | SH |  | SOLE |  | 0 | 0 | 8785 |
| BROADCOM INC | COM | 11135F101 |  | 2802268 | 9054 | SH |  | SOLE |  | 0 | 0 | 9054 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1993894 | 2001 | SH |  | SOLE |  | 0 | 0 | 2001 |
| RESEARCH SOLUTIONS INC | COM | 761025105 |  | 567545 | 251126 | SH |  | SOLE |  | 0 | 0 | 251126 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670702 |  | 772470 | 1612 | SH |  | SOLE |  | 0 | 0 | 1612 |
| ABBVIE INC | COM | 00287Y109 |  | 511253 | 2351 | SH |  | SOLE |  | 0 | 0 | 2351 |
| FLEXSHARES TR | COM | 33939L407 |  | 18975439 | 344007 | SH |  | SOLE |  | 0 | 0 | 344007 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 1764376 | 12215 | SH |  | SOLE |  | 0 | 0 | 12215 |
| J P MORGAN EXCHANGE TRADED F | COM | 46641Q761 |  | 7998458 | 130438 | SH |  | SOLE |  | 0 | 0 | 130438 |
| FIRST TR EXCHNG TRADED FD VI | COM | 33740F755 |  | 2207173 | 65359 | SH |  | SOLE |  | 0 | 0 | 65359 |
| ISHARES TR | COM | 464288356 |  | 11422837 | 200894 | SH |  | SOLE |  | 0 | 0 | 200894 |
| ALLOGENE THERAPEUTICS INC | COM | 019770106 |  | 120531 | 49398 | SH |  | SOLE |  | 0 | 0 | 49398 |
| VISA INC | COM | 92826C839 |  | 3259914 | 10786 | SH |  | SOLE |  | 0 | 0 | 10786 |
| VANGUARD INDEX FDS | COM | 922908553 |  | 13445870 | 151588 | SH |  | SOLE |  | 0 | 0 | 151588 |
| CALIFORNIA BANCORP | COM | 84252A106 |  | 404016 | 22800 | SH |  | SOLE |  | 0 | 0 | 22800 |
| TJX COS INC NEW | COM | 872540109 |  | 1687096 | 10564 | SH |  | SOLE |  | 0 | 0 | 10564 |
| ZOETIS INC | COM | 98978V103 |  | 674238 | 5704 | SH |  | SOLE |  | 0 | 0 | 5704 |
| ISHARES TR | COM | 46434V860 |  | 280997 | 5550 | SH |  | SOLE |  | 0 | 0 | 5550 |
| SCHWAB STRATEGIC TR | COM | 808524797 |  | 8908051 | 290354 | SH |  | SOLE |  | 0 | 0 | 290354 |
| TE CONNECTIVITY PLC | COM | G87052109 |  | 1642387 | 7858 | SH |  | SOLE |  | 0 | 0 | 7858 |
| UNITED PARCEL SVCS INC | COM | 911312106 |  | 1111989 | 11303 | SH |  | SOLE |  | 0 | 0 | 11303 |
| KKR  CO INC | COM | 48251W104 |  | 965978 | 10443 | SH |  | SOLE |  | 0 | 0 | 10443 |
| PROSPECT CAP CORP | COM | 74348T102 |  | 30148 | 11551 | SH |  | SOLE |  | 0 | 0 | 11551 |
| VANGUARD INDEX FDS | COM | 922908769 |  | 461004 | 1437 | SH |  | SOLE |  | 0 | 0 | 1437 |
| FIRSTENERGY CORP | COM | 337932107 |  | 1199637 | 23680 | SH |  | SOLE |  | 0 | 0 | 23680 |
| MCKESSON CORP | COM | 58155Q103 |  | 2555687 | 2953 | SH |  | SOLE |  | 0 | 0 | 2953 |
| STANLEY BLACK  DECKER INC | COM | 854502101 |  | 625683 | 8805 | SH |  | SOLE |  | 0 | 0 | 8805 |
| METLIFE INC | COM | 59156R108 |  | 836378 | 11827 | SH |  | SOLE |  | 0 | 0 | 11827 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7660508 | 43925 | SH |  | SOLE |  | 0 | 0 | 43925 |
| JOHNSON CONTROLS INTERNATION | COM | G51502105 |  | 1951766 | 14905 | SH |  | SOLE |  | 0 | 0 | 14905 |
| ISHARES TR | COM | 464287309 |  | 279190 | 2468 | SH |  | SOLE |  | 0 | 0 | 2468 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 230877 | 382 | SH |  | SOLE |  | 0 | 0 | 382 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 213891 | 4261 | SH |  | SOLE |  | 0 | 0 | 4261 |
| AMGEN INC | COM | 031162100 |  | 8002405 | 22744 | SH |  | SOLE |  | 0 | 0 | 22744 |
| CSX CORP | COM | 126408103 |  | 1214842 | 29594 | SH |  | SOLE |  | 0 | 0 | 29594 |
| SCHWAB STRATEGIC TR | COM | 808524870 |  | 18433113 | 692714 | SH |  | SOLE |  | 0 | 0 | 692714 |
| INVESCO QQQ TR | COM | 46090E103 |  | 207182 | 359 | SH |  | SOLE |  | 0 | 0 | 359 |
| GOLDMAN SACHS ETF TR | COM | 381430230 |  | 309972 | 6132 | SH |  | SOLE |  | 0 | 0 | 6132 |
| COCA COLA CO | COM | 191216100 |  | 1693307 | 22266 | SH |  | SOLE |  | 0 | 0 | 22266 |
| ISHARES TR | COM | 46436E718 |  | 2839614 | 28210 | SH |  | SOLE |  | 0 | 0 | 28210 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 303355 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 244087 | 1007 | SH |  | SOLE |  | 0 | 0 | 1007 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 1767104 | 24567 | SH |  | SOLE |  | 0 | 0 | 24567 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1390359 | 10607 | SH |  | SOLE |  | 0 | 0 | 10607 |
| SIMULATIONS PLUS INC | COM | 829214105 |  | 413771 | 35006 | SH |  | SOLE |  | 0 | 0 | 35006 |
| VANGUARD INDEX FDS | COM | 922908363 |  | 603107 | 1009 | SH |  | SOLE |  | 0 | 0 | 1009 |
| SERVICENOW INC | COM | 81762P102 |  | 1225326 | 11720 | SH |  | SOLE |  | 0 | 0 | 11720 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 1191850 | 6533 | SH |  | SOLE |  | 0 | 0 | 6533 |
| TESLA INC | COM | 88160R101 |  | 393312 | 1058 | SH |  | SOLE |  | 0 | 0 | 1058 |
| VANGUARD SCOTTSDALE FDS | COM | 92206C409 |  | 214505 | 2706 | SH |  | SOLE |  | 0 | 0 | 2706 |
| ISHARES TR | COM | 46432F842 |  | 519099 | 5734 | SH |  | SOLE |  | 0 | 0 | 5734 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 879637 | 14229 | SH |  | SOLE |  | 0 | 0 | 14229 |
| MERCK  CO INC | COM | 58933Y105 |  | 1915634 | 15925 | SH |  | SOLE |  | 0 | 0 | 15925 |
| STARBUCKS CORP | COM | 855244109 |  | 1229423 | 13723 | SH |  | SOLE |  | 0 | 0 | 13723 |
| MICROSOFT CORP | COM | 594918104 |  | 2649785 | 7158 | SH |  | SOLE |  | 0 | 0 | 7158 |
| ADVANCED ENERGY INDS | COM | 007973100 |  | 329241 | 1020 | SH |  | SOLE |  | 0 | 0 | 1020 |
| ISHARES TR | COM | 464287655 |  | 890337 | 3590 | SH |  | SOLE |  | 0 | 0 | 3590 |
| ISHARES TR | COM | 464287408 |  | 342617 | 1623 | SH |  | SOLE |  | 0 | 0 | 1623 |
| FIRST TR EXCHNG TRADED FD VI | COM | 33740F888 |  | 14829645 | 598694 | SH |  | SOLE |  | 0 | 0 | 598694 |
| META PLATFORMS INC | COM | 30303M102 |  | 4479407 | 7829 | SH |  | SOLE |  | 0 | 0 | 7829 |
| FASTENAL CO | COM | 311900104 |  | 233114 | 5024 | SH |  | SOLE |  | 0 | 0 | 5024 |
| STATE STR SPDR S 500 ETF T | COM | 78462F103 |  | 1048172 | 1612 | SH |  | SOLE |  | 0 | 0 | 1612 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1149495 | 273 | SH |  | SOLE |  | 0 | 0 | 273 |
| ALPHABET INC | COM | 02079K305 |  | 4161932 | 14473 | SH |  | SOLE |  | 0 | 0 | 14473 |
| ISHARES TR | COM | 464287515 |  | 286659 | 3581 | SH |  | SOLE |  | 0 | 0 | 3581 |
| BANK AMERICA CORP | COM | 060505104 |  | 1391590 | 28545 | SH |  | SOLE |  | 0 | 0 | 28545 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1827136 | 2160 | SH |  | SOLE |  | 0 | 0 | 2160 |
| ISHARES TR | COM | 46436E569 |  | 438156 | 8902 | SH |  | SOLE |  | 0 | 0 | 8902 |
| PHILLIPS 66 | COM | 718546104 |  | 1509727 | 8287 | SH |  | SOLE |  | 0 | 0 | 8287 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1455982 | 6442 | SH |  | SOLE |  | 0 | 0 | 6442 |
| ASTRAZENECA PLC | COM | G0593M107 |  | 258753 | 1312 | SH |  | SOLE |  | 0 | 0 | 1312 |
| VANGUARD INTL EQUITY INDEX F | COM | 922042858 |  | 2031134 | 37579 | SH |  | SOLE |  | 0 | 0 | 37579 |
| ALPHABET INC | COM | 02079K107 |  | 1930938 | 6731 | SH |  | SOLE |  | 0 | 0 | 6731 |
| ELI LILLY  CO | COM | 532457108 |  | 1603238 | 1743 | SH |  | SOLE |  | 0 | 0 | 1743 |
| ISHARES TR | COM | 464287200 |  | 774707 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 1405793 | 10650 | SH |  | SOLE |  | 0 | 0 | 10650 |
| AMERICAN TOWER CORP | COM | 03027X100 |  | 894777 | 5185 | SH |  | SOLE |  | 0 | 0 | 5185 |
| THE CIGNA GROUP | COM | 125523100 |  | 1531155 | 5740 | SH |  | SOLE |  | 0 | 0 | 5740 |
| VANGUARD MUN BD FDS | COM | 922907746 |  | 1782071 | 35720 | SH |  | SOLE |  | 0 | 0 | 35720 |
| ISHARES TR | COM | 464288521 |  | 630906 | 10659 | SH |  | SOLE |  | 0 | 0 | 10659 |
| GOLDMAN SACHS ETF TR | COM | 381430529 |  | 238953 | 2385 | SH |  | SOLE |  | 0 | 0 | 2385 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1172161 | 2385 | SH |  | SOLE |  | 0 | 0 | 2385 |

---