Acorn Creek Capital’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Acorn Creek Capital’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Sell	3,606 -362	-9%	-$31.8K	0.11%	56
2026 Q1	$320K	Sell	3,968 -924	-19%	-$74.9K	0.11%	49
2025 Q4	$371K	Buy	4,892 +168	+4%	+$12.4K	0.13%	42
2025 Q3	$341K	Buy	4,724 +358	+8%	+$25.3K	0.13%	43
2025 Q2	$298K	Buy	4,366 +1,204	+38%	+$77.5K	0.12%	49
2025 Q1	$206K	Buy	+3,162	New	+$214K	0.1%	75

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Acorn Creek Capital's AVLV Position: Q2 2026 in Review

Acorn Creek Capital reduced its Avantis US Large Cap Value ETF (AVLV) stake by 9.1% in Q2 2026, selling an estimated $31.8K and leaving 3,606 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #56.

Acorn Creek Capital first reported a position in AVLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $371K in Q4 2025. 394 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Acorn Creek Capital held 3,606 shares of Avantis US Large Cap Value ETF worth $329K as of Q2 2026.
Acorn Creek Capital sold 362 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $31.8K.
Avantis US Large Cap Value ETF made up 0.11% of Acorn Creek Capital's portfolio in Q2 2026, its #56 holding.
Acorn Creek Capital first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
Acorn Creek Capital's Avantis US Large Cap Value ETF position peaked at $371K in Q4 2025.
394 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Acorn Creek Capital's 13F filing for Q2 2026, filed 6 Aug 2026.