Action Point Financial Planning’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Action Point Financial Planning’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.7K	Buy	+196	New	+$16.9K	﹤0.01%	1180

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

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

Action Point Financial Planning's AVLC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 196 shares worth $17.7K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings.

114 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Action Point Financial Planning held 196 shares of Avantis US Large Cap Equity ETF worth $17.7K as of Q2 2026.
Avantis US Large Cap Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Avantis US Large Cap Equity ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1180 holding.
114 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.