Align Financial, LLC: 13F holdings
CIK 20891832026Q2
| Positions | 360 |
|---|---|
| Reported value | $201.5m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AVANTIS U.S. EQUITY ETF | 344,040 | $44.1m | 21.9% |
| FBCG FIDELITY BLUE CHIP GROWTH ETF | 278,264 | $17.3m | 8.6% |
| AVDE AVANTIS INTERNATIONAL EQUITY ETF | 175,070 | $15.6m | 7.7% |
| AVANTIS CORE FIXED INCOME ETF | 363,191 | $15.0m | 7.5% |
| VTV VANGUARD VALUE ETF | 55,967 | $12.2m | 6.1% |
| AVEM AVANTIS EMERGING MARKETS EQUITY ETF | 95,422 | $9.2m | 4.6% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 9,836 | $7.3m | 3.6% |
| VB VANGUARD SMALL-CAP ETF | 17,821 | $5.4m | 2.7% |
| AVANTIS ALL EQUITY MARKETS ETF | 48,466 | $4.8m | 2.4% |
| AAPL APPLE INC COM | 13,704 | $4.0m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2089183")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.