Align Financial, LLC

DOSSIER · 13F-HR · Q1 2026

Align Financial, LLC

$176M in tracked AUM across 373 positions as of Q1 2026.

AF

CIK 0002089183 · last filed Mar 31, 2026

Total AUM

$176M

as of Q1 2026

Holdings

373

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

AVUS

AVANTIS U.S. EQUITY ETF

$37M333K21.1%02

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

$14M170K8.2%03

FBCG

FIDELITY BLUE CHIP GROWTH ETF

$14M280K8.0%04

AVIG

AVANTIS CORE FIXED INCOME ETF

$14M331K7.8%05

VTV

VANGUARD VALUE ETF

$11M56K6.3%06

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

$8M93K4.3%07

VTI

VANGUARD TOTAL STOCK MARKET ETF

$6M19K3.5%08

VB

VANGUARD SMALL-CAP ETF

$5M18K2.7%09

AVGE

AVANTIS ALL EQUITY MARKETS ETF

$4M44K2.2%10

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF