AWM
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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
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

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Accurate Wealth Management's AVGE Position: Q2 2026 in Review

Accurate Wealth Management reduced its Avantis All Equity Markets ETF (AVGE) stake by 10% in Q2 2026, selling an estimated $48.8K and leaving 4,425 shares worth $439K. The position accounts for 0.04% of the portfolio, ranked #377.

Accurate Wealth Management first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q1 2026. 159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Accurate Wealth Management held 4,425 shares of Avantis All Equity Markets ETF worth $439K as of Q2 2026.
  • Accurate Wealth Management sold 507 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $48.8K.
  • Avantis All Equity Markets ETF made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Accurate Wealth Management first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • Accurate Wealth Management's Avantis All Equity Markets ETF position peaked at $454K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.