account_balance
Investment manager · 13F filer · SEC CIK 2089183
Align Financial, LLC
Reported value$210Mas of Sep 30, 2026
Positions653 303 new, 10 sold out
Top 10 weight65.6%AVUS alone is 21%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVUSAvantis U.S. Equity ETF
21.0%
FBCGFidelity Blue Chip Growth ETF
8.6%Added +3%
AVDEAvantis International Equity ETF
7.5%
AVIGAvantis Core Fixed Income ETF
6.9%
VTVVanguard Morningstar Value ETF
6.0%Added +3%
AVEMAvantis Emerging Markets Equity ETF
4.3%
VTIVanguard Morningstar Total Stock Market ETF
3.7%Added +109%
FBNDFidelity Total Bond ETF
2.8%Added +85%
AVGEAvantis All Equity Markets ETF
2.5%+8%
VBVanguard Morningstar Small-Cap ETF
2.4%
GOOGAlphabet Inc.
2.2%+751%
AAPLApple Inc.
2.1%−3%
AVUSAvantis U.S. Equity ETF
21.0%
FBCGFidelity Blue Chip Growth ETF
8.6%
AVDEAvantis International Equity ETF
7.5%
AVIGAvantis Core Fixed Income ETF
6.9%
VTVVanguard Morningstar Value ETF
6.0%+3%
AVEMAvantis Emerging Markets Equity ETF
4.3%
VTIVanguard Morningstar Total Stock Market ETF
3.7%
FBND2.8%
AVGE
VB2.4%
GOOGAAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AVUS Avantis U.S. Equity ETF 21.0% Held
FBCG Fidelity Blue Chip Growth ETF 8.6% Added +3%
AVDE Avantis International Equity ETF 7.5% Held
AVIG Avantis Core Fixed Income ETF 6.9% Held
VTV Vanguard Morningstar Value ETF 6.0% Added +3%
AVEM Avantis Emerging Markets Equity ETF 4.3% Held
VTI Vanguard Morningstar Total Stock Market ETF 3.7% Added +109%
FBND Fidelity Total Bond ETF 2.8% Added +85%
AVGE Avantis All Equity Markets ETF 2.5% Added +8%
VB Vanguard Morningstar Small-Cap ETF 2.4% Held
GOOG Alphabet Inc. 2.2% Added +751%AAPL Apple Inc. 2.1% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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