SEC Form 13F

Align Financial, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$201,510,384
Positions360

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AVANTIS U.S. EQUITY ETFAVUSETF$44,064,670344,040
FIDELITY BLUE CHIP GROWTH ETFFBCGETF$17,282,992278,264
AVANTIS INTERNATIONAL EQUITY ETFAVDEETF$15,616,255175,070
AVANTIS CORE FIXED INCOME ETFAVIGETF$15,039,744363,191
VANGUARD VALUE ETFVTVETF$12,196,88855,967
AVANTIS EMERGING MARKETS EQUITY ETFAVEMETF$9,207,31695,422
VANGUARD TOTAL STOCK MARKET ETFVTIETF$7,340,2049,836
VANGUARD SMALL-CAP ETFVBETF$5,401,90217,821
AVANTIS ALL EQUITY MARKETS ETFAVGEETF$4,802,98348,466
APPLE INC COMAAPLStock$3,965,34313,704

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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