StockDriftsStockDriftsTop 50 Align Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AVANTIS U.S. EQUITY ETF | 21.87% | 344.0K | $44.1M | +3.24%(+10.79K) | $110.49(+19.00%) | 2026-06-30 | |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | 8.58% | 278.3K | $17.3M | -0.65%(-1.83K) | $54.25(+15.08%) | 2026-06-30 | |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 7.75% | 175.1K | $15.6M | +2.86%(+4.87K) | $80.75(+16.31%) | 2026-06-30 | |
| AVIG | AVANTIS CORE FIXED INCOME ETF | 7.46% | 363.2K | $15.0M | +9.70%(+32.10K) | $41.95(-2.81%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 6.05% | 56.0K | $12.2M | -0.69%(-387) | $188.74(+19.64%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 4.57% | 95.4K | $9.2M | +2.43%(+2.26K) | $76.33(+21.20%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 3.64% | 9.8K | $7.3M | -49.47%(-9.63K) | $331.72(+15.17%) | 2026-06-30 | |
| VB | VANGUARD SMALL-CAP ETF | 2.68% | 17.8K | $5.4M | -0.65%(-117) | $256.12(+19.63%) | 2026-06-30 | |
| AVGE | AVANTIS ALL EQUITY MARKETS ETF | 2.38% | 48.5K | $4.8M | +8.93%(+3.97K) | $85.29(+19.20%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.97% | 13.7K | $4.0M | -0.26%(-36) | $263.24(+16.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.19% |
Align Financial, LLC reports $201.51M in US-listed equity holdings across 360 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (21.9%), FBCG (8.6%) and AVDE (7.8%). The top 20 holdings account for 79.32% of reported assets. Its disclosed equity book has returned +10.47% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Align Financial, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Align Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2089183). View Align Financial, LLC’s 13F filings on SEC