Activest Wealth Management
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
Q3 		$6.92K Buy
77
+1
+1% +$91 ﹤0.01% 654
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

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
Financial Insights
Financial Insights Tacoma, Washington $394M AUM 16.93% 1-Year Est. Return

Activest Wealth Management's AVLC Position: Q3 2026 in Review

Activest Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 1.3% in Q3 2026, buying an estimated $91 and bringing the position to 77 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Activest Wealth Management first reported a position in AVLC in Q4 2025 and has held it in 4 quarters since. 69 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Activest Wealth Management held 77 shares of Avantis US Large Cap Equity ETF worth $6.92K as of Q3 2026.
  • Activest Wealth Management bought 1 Avantis US Large Cap Equity ETF share in Q3 2026, an estimated $91.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #654 holding.
  • Activest Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 69 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.