AWM
AVLC icon

Activest Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Activest Wealth Management’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 		$6.88K Hold
76
– – ﹤0.01% 662
2026
Q1 		$5.92K Hold
76
– – ﹤0.01% 791
2025
Q4 		$5.99K Buy
+76
New +$5.9K ﹤0.01% 740

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Activest Wealth Management's AVLC Position: Q2 2026 in Review

Activest Wealth Management held its Avantis US Large Cap Equity ETF (AVLC) position steady in Q2 2026 at 76 shares worth $6.88K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Activest Wealth Management first reported a position in AVLC in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Activest Wealth Management held 76 shares of Avantis US Large Cap Equity ETF worth $6.88K as of Q2 2026.
  • Activest Wealth Management left its Avantis US Large Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #662 holding.
  • Activest Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.