Adamsbrown Wealth Consultants’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Adamsbrown Wealth Consultants’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	$662K	Buy	7,261 +2,863	+65%	+$251K	0.12%	73
2026 Q1	$355K	Buy	4,398 +12	+0.3%	+$973	0.09%	93
2025 Q4	$332K	Buy	4,386 +17	+0.4%	+$1.25K	0.09%	93
2025 Q3	$316K	Buy	4,369 +10	+0.2%	+$706	0.09%	86
2025 Q2	$297K	Buy	4,359 +19	+0.4%	+$1.22K	0.09%	80
2025 Q1	$283K	Sell	4,340 -1,092	-20%	-$74K	0.09%	75
2024 Q4	$363K	Buy	5,432 +994	+22%	+$67.6K	0.12%	62
2024 Q3	$292K	Buy	+4,438	New	+$282K	0.1%	72

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

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

Adamsbrown Wealth Consultants's AVLV Position: Q2 2026 in Review

Adamsbrown Wealth Consultants increased its Avantis US Large Cap Value ETF (AVLV) stake by 65% in Q2 2026, buying an estimated $251K and bringing the position to 7,261 shares worth $662K. The position accounts for 0.12% of the portfolio, ranked #73.

Adamsbrown Wealth Consultants first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Adamsbrown Wealth Consultants held 7,261 shares of Avantis US Large Cap Value ETF worth $662K as of Q2 2026.
Adamsbrown Wealth Consultants bought 2,863 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $251K.
Avantis US Large Cap Value ETF made up 0.12% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #73 holding.
Adamsbrown Wealth Consultants first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.