Sign In
test

Tanya Nichols

Align Financial, Llc

Assets Managed
$175.93M
Holdings
373
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-99.89%(2Q avg: -49.94%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Align Financial, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 373 positions.

Assets under management

The assets under management (AUM) of Align Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 175.93M in assets, with a quarterly growth rate of -99.89% and a 2-quarter average growth rate of -49.94%. The portfolio is managed by Tanya Nichols, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -99.07%
21.07%
$37.051M
333,253 shares@ $111.19 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -98.74%
8.21%
$14.44M
170,197 shares@ $84.85 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -98.18%
7.98%
$14.038M
280,091 shares@ $50.13 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Decreased -97.44%
7.82%
$13.754M
331,091 shares@ $41.54 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -99.49%
6.29%
$11.057M
56,354 shares@ $196.21 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -98.64%
4.27%
$7.507M
93,158 shares@ $80.59 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -99.68%
3.55%
$6.245M
19,466 shares@ $320.82 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -99.35%
2.68%
$4.698M
17,938 shares@ $261.93 avg price
AVGE
Avantis All Eqty Mrkts Etf
Recent Activity
Decreased -98.85%
2.23%
$3.916M
44,493 shares@ $88.03 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -97.3%
2.02%
$3.547M
76,797 shares@ $46.19 avg price

1-10 of 373