Holdings
Align Financial, LLC
As of Sep 30, 2026, Align Financial, LLC reported 622 positions worth US$209M. Largest: Avantis U.S. Equity ETF, Fidelity Blue Chip Growth ETF and Avantis International Equity ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Avantis U.S. Equity ETF | 344K | US$44.1M | new | Sep 30, 2026 |
| Fidelity Blue Chip Growth ETF | 287K | US$18.1M | new | Sep 30, 2026 |
| Avantis International Equity ETF | 176K | US$15.8M | new | Sep 30, 2026 |
| Avantis Core Fixed Income ETF | 367K | US$14.4M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 57,813 | US$12.5M | new | Sep 30, 2026 |
| Avantis Emerging Markets Equity ETF | 95,191 | US$8.95M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 20,546 | US$7.69M | new | Sep 30, 2026 |
| Fidelity Total Bond ETF | 135K | US$5.83M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 16,889 | US$5.77M | +11,932 | Sep 30, 2026 |
| Avantis All Equity Markets ETF | 52,449 | US$5.16M | new | Sep 30, 2026 |