Accurate Wealth Management
AVGE icon

Accurate Wealth Management’s Avantis All Equity Markets ETF AVGE Stock Holding History

Accurate Wealth Management’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$464K Buy
4,653
+228
+5% +$22.8K 0.04% 392
2026
Q2 		$439K Sell
4,425
-507
-10% -$48.8K 0.04% 377
2026
Q1 		$454K Buy
4,932
+1,722
+54% +$155K 0.05% 338
2025
Q4 		$285K Buy
+3,210
New +$271K 0.04% 419

Other funds holding AVGE

Meredith Wealth Planning
Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Greenspring Advisors
Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Compass Ion Advisors
Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Nova R Wealth
Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Pacific Asset Management
Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

Accurate Wealth Management's AVGE Position: Q3 2026 in Review

Accurate Wealth Management increased its Avantis All Equity Markets ETF (AVGE) stake by 5.2% in Q3 2026, buying an estimated $22.8K and bringing the position to 4,653 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #392.

Accurate Wealth Management first reported a position in AVGE in Q4 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Accurate Wealth Management held 4,653 shares of Avantis All Equity Markets ETF worth $464K as of Q3 2026.
  • Accurate Wealth Management bought 228 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $22.8K.
  • Avantis All Equity Markets ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #392 holding.
  • Accurate Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.