What does Align Financial, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Align Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

AVANTIS U.S. EQUITY ETF

$37M333K21.1%

AVANTIS INTERNATIONAL EQUITY ETF

$14M170K8.2%

FIDELITY BLUE CHIP GROWTH ETF

$14M280K8.0%

AVANTIS CORE FIXED INCOME ETF

$14M331K7.8%

VANGUARD VALUE ETF

$11M56K6.3%

AVANTIS EMERGING MARKETS EQUITY ETF

$8M93K4.3%

VANGUARD TOTAL STOCK MARKET ETF

$6M19K3.5%

VANGUARD SMALL-CAP ETF

$5M18K2.7%

AVANTIS ALL EQUITY MARKETS ETF

$4M44K2.2%

ISHARES CORE TOTAL USD BOND MARKET ETF

$4M77K2.0%

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