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Portfolio (Quarterly) Guide ↗

Align Financial, LLC

· CIK 0002089183
13F Portfolio $202M AUM 360 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 26 Added 13 Reduced 20 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AVANTIS U.S. EQUITY ETF 344,040.0 $44.1M 21.87% +11K +3.2% $128.08 +0.9%
2 AVDE AVANTIS INTERNATIONAL EQUITY ETF 175,070.0 $15.6M 7.75% +5K +2.9% $89.20 +4.1%
3 AVIG AVANTIS CORE FIXED INCOME ETF 363,191.0 $15.0M 7.46% +32K +9.7% $41.41 -2.0%
4 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 95,422.0 $9.2M 4.57% +2K +2.4% $96.49 -2.4%
5 AVGE AVANTIS ALL EQUITY MARKETS ETF 48,466.0 $4.8M 2.38% +4K +8.9% $99.10 +1.5%
6 FBND FIDELITY TOTAL BOND ETF 72,671.0 $3.3M 1.64% +9K +13.9% $45.49 -1.9%
7 BND VANGUARD TOTAL BOND MARKET ETF 40,213.0 $3.0M 1.47% +2K +4.8% $73.41 -2.2%
8 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 25,594.0 $1.8M 0.91% +541.0 +2.2% $71.25 +1.2%
9 INTC INTEL CORP COM Technology 7,696.0 $1.1M 0.53% +6K +302.5% $139.63 -36.7%
10 VUG VANGUARD GROWTH ETF 10,686.0 $920K 0.46% +9K +500.0% $86.14 +1.4%
11 VWO VANGUARD FTSE EMERGING MARKETS ETF 9,776.0 $584K 0.29% +321.0 +3.4% $59.69 +1.7%
12 ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF 5,342.0 $551K 0.27% +136.0 +2.6% $103.22 -0.4%
13 IWX ISHARES RUSSELL TOP 200 VALUE ETF 5,114.0 $538K 0.27% +123.0 +2.5% $105.16 +6.9%
14 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 6,613.0 $500K 0.25% +128.0 +2.0% $75.64 +4.3%
15 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,984.0 $495K 0.24% +3K +300.0% $124.17 -2.4%
16 SMMD ISHARES RUSSELL 2500 ETF 4,413.0 $404K 0.20% +44.0 +1.0% $91.63 -2.7%
17 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 5,009.0 $375K 0.19% +89.0 +1.8% $74.96 -1.3%
18 VGT VANGUARD INFORMATION TECHNOLOGY ETF 2,336.0 $279K 0.14% +2K +700.0% $119.53 -0.6%
19 VO VANGUARD MID-CAP ETF 2,239.0 $180K 0.09% +2K +299.8% $80.57 +0.9%
20 DFAS DIMENSIONAL U.S. SMALL CAP ETF 17,597.0 $145K 0.07% +16K +900.4% $8.23 +880.6%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.2%
Financial Services 25.6%
Consumer Cyclical 11.6%
Communication Services 8.4%
Healthcare 6.4%
Consumer Defensive 4.1%
Industrials 3.4%
Utilities 1.1%
Energy 0.9%
Basic Materials 0.2%