KFG LLC’s Avantis US Small Cap Value ETF AVUV Stock Holding History

KFG LLC’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.39M	Buy	+20,259	New	+$2.53M	1.58%	17

Other funds holding AVUV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

KFG LLC's AVUV Position: Q3 2026 in Review

KFG LLC opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q3 2026: 20,259 shares worth $2.39M. The stake represents 1.58% of the portfolio and ranks #17 among its holdings.

859 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

KFG LLC held 20,259 shares of Avantis US Small Cap Value ETF worth $2.39M as of Q3 2026.
Avantis US Small Cap Value ETF was a new KFG LLC position in Q3 2026.
Avantis US Small Cap Value ETF made up 1.58% of KFG LLC's portfolio in Q3 2026, its #17 holding.
859 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on KFG LLC's 13F filing for Q3 2026, filed 2 Nov 2026.