Align Financial, LLC

DOSSIER · 13F-HR · Q3 2026

Align Financial, LLC

$210M in tracked AUM across 653 positions as of Q3 2026.

AF

CIK 0002089183 · last filed Sep 30, 2026

Total AUM

$210M

as of Q3 2026

Holdings

653

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Align Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

AVUS

AVANTIS U.S. EQUITY ETF

$44M344K21.0%02

FBCG

FIDELITY BLUE CHIP GROWTH ETF

$18M287K8.6%03

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

$16M176K7.5%04

AVIG

AVANTIS CORE FIXED INCOME ETF

$14M367K6.9%05

VTV

VANGUARD MORNINGSTAR VALUE ETF

$12M58K6.0%06

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$9M95K4.3%07

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF