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Align Financial, LLC 13F holdings

Filed 2026-07-27 · Align Financial, LLC · 360 positions · $201.5M

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TickerCompanySharesValue% of portfolio
AVUSAVANTIS U.S. EQUITY ETF344.0K$44.1M21.9%
FBCGFIDELITY BLUE CHIP GROWTH ETF278.3K$17.3M8.6%
AVDEAVANTIS INTERNATIONAL EQUITY ETF175.1K$15.6M7.7%
AVIGAVANTIS CORE FIXED INCOME ETF363.2K$15.0M7.5%
VTVVANGUARD VALUE ETF56.0K$12.2M6.1%
AVEMAVANTIS EMERGING MARKETS EQUITY ETF95.4K$9.2M4.6%
VTIVANGUARD TOTAL STOCK MARKET ETF9.8K$7.3M3.6%
VBVANGUARD SMALL-CAP ETF17.8K$5.4M2.7%
AVGEAVANTIS ALL EQUITY MARKETS ETF48.5K$4.8M2.4%
AAPLAPPLE INC COM13.7K$4.0M2.0%
IUSBISHARES CORE TOTAL USD BOND MARKET ETF73.2K$3.4M1.7%
FBNDFIDELITY TOTAL BOND ETF72.7K$3.3M1.6%
BNDVANGUARD TOTAL BOND MARKET ETF40.2K$3.0M1.5%
—AVANTIS CORE MUNICIPAL FIXED INCOME ETF60.3K$2.8M1.4%
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF31.0K$2.5M1.3%
VOOVANGUARD S&P 500 ETF3.1K$2.1M1.1%
NVDANVIDIA CORPORATION COM10.2K$2.0M1.0%
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF45.6K$2.0M1.0%
VTEBVANGUARD TAX-EXEMPT BOND ETF38.2K$1.9M1.0%
VEAVANGUARD FTSE DEVELOPED MARKETS ETF25.6K$1.8M0.9%
AMZNAMAZON COM INC COM7.3K$1.7M0.9%
QQQINVESCO QQQ TRUST SERIES I2.0K$1.5M0.7%
SPYSTATE STREET SPDR S&P 500 ETF1.7K$1.3M0.6%
IVVISHARES CORE S&P 500 ETF1.6K$1.2M0.6%
GOOGLALPHABET INC CAP STK CL A3.4K$1.2M0.6%
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF11.3K$1.1M0.6%
IDHQINVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF24.9K$1.1M0.5%
FIVAFIDELITY INTERNATIONAL VALUE FACTOR ETF28.1K$1.1M0.5%
INTCINTEL CORP COM7.7K$1.1M0.5%
VVISA INC COM CL A2.9K$986,3840.5%
VUGVANGUARD GROWTH ETF10.7K$920,4920.5%
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4.9K$801,6380.4%
VXFVanguard Extended Market ETF2.6K$642,6080.3%
METAMETA PLATFORMS INC CL A1.1K$619,8050.3%
VWOVANGUARD FTSE EMERGING MARKETS ETF9.8K$583,5320.3%
GOOGALPHABET INC CAP STK CL C1.6K$554,5680.3%
ONEQFIDELITY NASDAQ COMPOSITE INDEX ETF5.3K$551,4010.3%
MSFTMICROSOFT CORP COM1.5K$550,9510.3%
IWXISHARES RUSSELL TOP 200 VALUE ETF5.1K$537,7880.3%
XOMEXXONMOBIL HOLDINGS CORP COM SHS3.9K$532,6720.3%
VBRVANGUARD SMALL CAP VALUE ETF2.2K$529,1620.3%
PXFINVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF6.6K$500,2070.2%
IWFISHARES RUSSELL 1000 GROWTH ETF4.0K$494,6930.2%
IVWISHARES S&P 500 GROWTH ETF3.2K$445,1850.2%
LLYELI LILLY & CO COM343$411,6050.2%
SCHBSCHWAB U.S. BROAD MARKET ETF14.0K$406,2960.2%
SMMDISHARES RUSSELL 2500 ETF4.4K$404,3630.2%
IWDISHARES RUSSELL 1000 VALUE ETF1.6K$394,1910.2%
JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF5.0K$375,4750.2%
VBKVANGUARD SMALL-CAP GROWTH ETF956$349,6090.2%
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND3.6K$346,2700.2%
FMAOFARMERS & MERCHANTS BANCORP IN COM11.2K$342,4960.2%
STIPISHARES 0-5 YEAR TIPS BOND ETF3.0K$311,2820.2%
DVYISHARES SELECT DIVIDEND ETF2.0K$311,0120.2%
IWPISHARES RUSSELL MID-CAP GROWTH ETF2.0K$300,1410.1%
VGTVANGUARD INFORMATION TECHNOLOGY ETF2.3K$279,2140.1%
IEFAISHARES CORE MSCI EAFE ETF2.9K$276,7980.1%
IWMISHARES RUSSELL 2000 ETF909$273,1090.1%
PTLCPACER TRENDPILOT US LARGE CAP ETF4.6K$268,9280.1%
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.4K$267,4900.1%
Top Fund Holdings
13F
Top Fund Holdings

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