§ 13F · FUND PROFILE
Align Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 389Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$172.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AVANTIS U.S. EQUITY ETF | 36.01M | $36.0T | 20.9% | NEW |
| 2 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | 15.42M | $15.4T | 8.9% | NEW |
| 3 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 13.58M | $13.6T | 7.9% | NEW |
| 4 | AVIG | AVANTIS CORE FIXED INCOME ETF | 12.97M | $13.0T | 7.5% | NEW |
| 5 | VTV | VANGUARD VALUE ETF | 11.15M | $11.1T | 6.5% | NEW |
| 6 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 6.86M | $6.9T | 4.0% | NEW |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 6.27M | $6.3T | 3.6% | NEW |
| 8 | AVGE | AVANTIS ALL EQUITY MARKETS ETF | 3.88M | $3.9T | 2.3% | NEW |
| 9 | AAPL | APPLE INC COM | 3.80M | $3.8T | 2.2% | NEW |
| 10 | FBND | FIDELITY TOTAL BOND ETF | 3.08M | $3.1T | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALIGN SIGNAL
AC read
Align Financial, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed