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Align Financial, LLC | Tormere

Align Financial, LLC

Est. AUM

$175.9M

13F long equity, this entity only

Positions

372

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AVANTIS U.S. EQUITY ETF	ETF	$37.1M	333253	21.06%	SOLE
2	AVANTIS INTERNATIONAL EQUITY ETF	ETF	$14.4M	170197	8.21%	SOLE
3	FIDELITY BLUE CHIP GROWTH ETF	ETF	$14.0M	280091	7.98%	SOLE
4	AVANTIS CORE FIXED INCOME ETF	ETF	$13.8M	331091	7.82%	SOLE
5	VANGUARD VALUE ETF	ETF	$11.1M	56354	6.28%	SOLE
6	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$7.5M	93158	4.27%	SOLE
7	VANGUARD TOTAL STOCK MARKET ETF	ETF	$6.2M	19466	3.55%	SOLE
8	VANGUARD SMALL-CAP ETF	ETF	$4.7M	17938	2.67%	SOLE
9	AVANTIS ALL EQUITY MARKETS ETF	ETF	$3.9M	44493	2.23%	SOLE
10	ISHARES CORE TOTAL USD BOND MARKET ETF	ETF	$3.5M	76797	2.02%	SOLE
11	APPLE INC COM	Stock	$3.5M	13740	1.98%	SOLE
12	FIDELITY TOTAL BOND ETF	ETF	$2.9M	63807	1.65%	SOLE
13	VANGUARD TOTAL BOND MARKET ETF	ETF	$2.8M	38357	1.61%	SOLE
14	AVANTIS CORE MUNICIPAL FIXED INCOME ETF	ETF	$2.7M	59995	1.56%	SOLE
15	DIMENSIONAL U.S. EQUITY MARKET ETF	ETF	$2.2M	31015	1.25%	SOLE
16	VANGUARD TAX-EXEMPT BOND ETF	ETF	$1.9M	38200	1.08%	SOLE
17	VANGUARD S&P 500 ETF	ETF	$1.9M	3130	1.06%	SOLE
18	NVIDIA CORPORATION COM	Stock	$1.8M	10160	1.01%	SOLE
19	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$1.8M	45580	1.01%	SOLE
20	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$1.6M	25053	0.91%	SOLE
21	AMAZON COM INC COM	Stock	$1.5M	7287	0.86%	SOLE
22	INVESCO QQQ TRUST SERIES I	ETF	$1.2M	2070	0.68%	SOLE
23	STATE STREET SPDR S&P 500 ETF	ETF	$1.1M	1766	0.65%	SOLE
24	ISHARES CORE S&P 500 ETF	ETF	$1.1M	1635	0.61%	SOLE
25	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	ETF	$1.1M	11326	0.61%	SOLE
26	ALPHABET INC CAP STK CL A	Stock	$979K	3405	0.56%	SOLE
27	FIDELITY INTERNATIONAL VALUE FACTOR ETF	ETF	$978K	28086	0.56%	SOLE
28	INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF	ETF	$884K	24986	0.50%	SOLE
29	VISA INC COM CL A	Stock	$869K	2875	0.49%	SOLE
30	VANGUARD GROWTH ETF	ETF	$778K	1781	0.44%	SOLE
31	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	ETF	$695K	4880	0.40%	SOLE
32	EXXON MOBIL CORP COM	Stock	$661K	3896	0.38%	SOLE
33	META PLATFORMS INC CL A	Stock	$630K	1100	0.36%	SOLE
34	MICROSOFT CORP COM	Stock	$547K	1477	0.31%	SOLE
35	Vanguard Extended Market ETF	ETF	$537K	2610	0.31%	SOLE
36	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$511K	9455	0.29%	SOLE
37	VANGUARD SMALL CAP VALUE ETF	ETF	$473K	2178	0.27%	SOLE
38	ISHARES RUSSELL TOP 200 VALUE ETF	ETF	$463K	4991	0.26%	SOLE
39	INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF	ETF	$453K	6485	0.26%	SOLE
40	ALPHABET INC CAP STK CL C	Stock	$450K	1570	0.26%	SOLE
41	FIDELITY NASDAQ COMPOSITE INDEX ETF	ETF	$442K	5206	0.25%	SOLE
42	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$425K	996	0.24%	SOLE
43	ISHARES S&P 500 GROWTH ETF	ETF	$366K	3237	0.21%	SOLE
44	SCHWAB U.S. BROAD MARKET ETF	ETF	$352K	14030	0.20%	SOLE
45	ISHARES RUSSELL 1000 VALUE ETF	ETF	$347K	1626	0.20%	SOLE
46	ISHARES RUSSELL 2500 ETF	ETF	$334K	4369	0.19%	SOLE
47	JOHN HANCOCK MULTIFACTOR MID CAP ETF	ETF	$330K	4920	0.19%	SOLE
48	WISDOMTREE U.S. LARGECAP DIVIDEND FUND	ETF	$321K	3595	0.18%	SOLE
49	ELI LILLY & CO COM	Stock	$316K	343	0.18%	SOLE
50	ISHARES 0-5 YEAR TIPS BOND ETF	ETF	$315K	3047	0.18%	SOLE

1–50 of 372

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.