Alpha Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Alpha Financial Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$631K	Hold	4,929	–	–	0.17%	44
2026 Q1	$548K	Hold	4,929	–	–	0.17%	31
2025 Q4	$551K	Hold	4,929	–	–	0.17%	35
2025 Q3	$536K	Hold	4,929	–	–	0.19%	32
2025 Q2	$497K	Hold	4,929	–	–	0.19%	30
2025 Q1	$455K	Hold	4,929	–	–	0.2%	24
2024 Q4	$478K	Hold	4,929	–	–	0.22%	24
2024 Q3	$469K	Hold	4,929	–	–	0.21%	24
2024 Q2	$445K	Sell	4,929 -136	-3%	-$12K	0.21%	25
2024 Q1	$453K	Hold	5,065	–	–	0.21%	24
2023 Q4	$413K	Hold	5,065	–	–	0.21%	26
2023 Q3	$371K	Hold	5,065	–	–	0.24%	27
2023 Q2	$381K	Hold	5,065	–	–	0.24%	27
2023 Q1	$359K	Hold	5,065	–	–	0.25%	27
2022 Q4	$344K	Buy	+5,065	New	+$346K	0.3%	27

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

ORL

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

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Alpha Financial Advisors's AVUS Position: Q2 2026 in Review

Alpha Financial Advisors held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 4,929 shares worth $631K. The position accounts for 0.17% of the portfolio, ranked #44.

Alpha Financial Advisors first reported a position in AVUS in Q4 2022 and has held it in 15 quarters since. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Alpha Financial Advisors held 4,929 shares of Avantis US Equity ETF worth $631K as of Q2 2026.
Alpha Financial Advisors left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.17% of Alpha Financial Advisors's portfolio in Q2 2026, its #44 holding.
Alpha Financial Advisors first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 15 quarters since.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.