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

Accurate 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
2026 Q3	$244K	Buy	+3,128	New	+$249K	0.02%	517

Other funds holding AVMC

Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return

Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $893M AUM

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $433M AUM 18.32% 1-Year Est. Return

SRH Advisors Salina, Kansas $389M AUM 13.77% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q3 2026: 3,128 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings.

22 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

Accurate Wealth Management held 3,128 shares of Avantis US Mid Cap Equity ETF worth $244K as of Q3 2026.
Avantis US Mid Cap Equity ETF was a new Accurate Wealth Management position in Q3 2026.
Avantis US Mid Cap Equity ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #517 holding.
22 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

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