Align Financial, LLC - Portfolio overview

Align Financial, LLC has 373 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVUS - AVANTIS U.S. EQUITY ETF, 21.06%
2. AVDE - AVANTIS INTERNATIONAL EQUITY ETF, 8.21%
3. FBCG - FIDELITY BLUE CHIP GROWTH ETF, 7.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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