AWM
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Accredited Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Accredited Wealth Management’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$9.53K Buy
1,432
+1,295
+945% +$88.5K 0.01% 268
2025
Q2 		$9.07K Buy
+137
New +$8.55K 0.01% 272
2025
Q1 		– Sell
-135
Closed -$8.77K – 378
2024
Q4 		$8.77K Buy
+135
New +$8.98K 0.01% 258

Other funds holding AVMC

ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $276M AUM 10.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PAWA
Palo Alto Wealth Advisors Palo Alto, California $343M AUM 33.47% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Accredited Wealth Management's AVMC Position: Q3 2025 in Review

Accredited Wealth Management increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 945% in Q3 2025, buying an estimated $88.5K and bringing the position to 1,432 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #268.

Accredited Wealth Management first reported a position in AVMC in Q4 2024 and has held it in 3 quarters since. 42 funds tracked by Wall St. Rank hold AVMC as of Q3 2025.

  • Accredited Wealth Management held 1,432 shares of Avantis US Mid Cap Equity ETF worth $9.53K as of Q3 2025.
  • Accredited Wealth Management bought 1,295 Avantis US Mid Cap Equity ETF shares in Q3 2025, an estimated $88.5K.
  • Avantis US Mid Cap Equity ETF made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #268 holding.
  • Accredited Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 42 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.