Action Point Financial Planning’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Action Point Financial Planning’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 Q2	$1.11M	Buy	+13,807	New	+$1.07M	0.11%	162

Other funds holding AVMC

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

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

TFO

Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return

WMP

Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

EFP

Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in Avantis US Mid Cap Equity ETF (AVMC) in Q2 2026: 13,807 shares worth $1.11M. The stake represents 0.11% of the portfolio and ranks #162 among its holdings.

78 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

Action Point Financial Planning held 13,807 shares of Avantis US Mid Cap Equity ETF worth $1.11M as of Q2 2026.
Avantis US Mid Cap Equity ETF was a new Action Point Financial Planning position in Q2 2026.
Avantis US Mid Cap Equity ETF made up 0.11% of Action Point Financial Planning's portfolio in Q2 2026, its #162 holding.
78 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

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