DOSSIER · 13F-HR · Q2 2026

Align Financial, LLC

$202M in tracked AUM across 360 positions as of Q2 2026.

AF
CIK 0002089183 · last filed Jun 30, 2026
Total AUM
$202M
as of Q2 2026
Holdings
360
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Align Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVUS
AVANTIS U.S. EQUITY ETF
$44M344K21.9%
02
FBCG
FIDELITY BLUE CHIP GROWTH ETF
$17M278K8.6%
03
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
$16M175K7.7%
04
AVIG
AVANTIS CORE FIXED INCOME ETF
$15M363K7.5%
05
VTV
VANGUARD VALUE ETF
$12M56K6.1%
06
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
$9M95K4.6%
07
VTI
VANGUARD TOTAL STOCK MARKET ETF
$7M10K3.6%
08
VB
VANGUARD SMALL-CAP ETF
$5M18K2.7%
09
AVGE
AVANTIS ALL EQUITY MARKETS ETF
$5M48K2.4%
10
AAPL
APPLE INC COM
$4M14K2.0%

Filing history

2026Q2Jun 30
$202M 14.5%
360 positionsView →
2026Q1Mar 31
$176M 2.0%
373 positionsView →
2025Q4Dec 31
$172M
389 positionsView →