AWM
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Accredited Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Accredited Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$15.4M Sell
7,227
-130,673
-95% -$13.7M 11.51% 1
2025
Q2 		$13.9M Buy
+137,900
New +$12.9M 11.27% 1
2025
Q1 		– Sell
-132,537
Closed -$12.8M – 380
2024
Q4 		$12.8M Buy
+132,537
New +$13M 11.24% 1

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

Accredited Wealth Management reduced its Avantis US Equity ETF (AVUS) stake by 95% in Q3 2025, selling an estimated $13.7M and leaving 7,227 shares worth $15.4M. The position accounts for 11.51% of the portfolio, ranked #1.

Accredited Wealth Management first reported a position in AVUS in Q4 2024 and has held it in 3 quarters since. 482 funds tracked by Wall St. Rank hold AVUS as of Q3 2025.

  • Accredited Wealth Management held 7,227 shares of Avantis US Equity ETF worth $15.4M as of Q3 2025.
  • Accredited Wealth Management sold 130,673 Avantis US Equity ETF shares in Q3 2025, an estimated $13.7M.
  • Avantis US Equity ETF made up 11.51% of Accredited Wealth Management's portfolio in Q3 2025, its #1 holding.
  • Accredited Wealth Management first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 482 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2025.

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