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Andrews Lucia Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Andrews Lucia Wealth Management’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
Q1 		$3.44M Buy
30,957
+18,913
+157% +$2.17M 2.06% 11
2025
Q4 		$1.35M Buy
12,044
+4,597
+62% +$506K 0.8% 15
2025
Q3 		$810K Buy
+7,447
New +$781K 0.49% 20

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Andrews Lucia Wealth Management's AVUS Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 157% in Q1 2026, buying an estimated $2.17M and bringing the position to 30,957 shares worth $3.44M. The position accounts for 2.06% of the portfolio, ranked #11.

Andrews Lucia Wealth Management first reported a position in AVUS in Q3 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Andrews Lucia Wealth Management held 30,957 shares of Avantis US Equity ETF worth $3.44M as of Q1 2026.
  • Andrews Lucia Wealth Management bought 18,913 Avantis US Equity ETF shares in Q1 2026, an estimated $2.17M.
  • Avantis US Equity ETF made up 2.06% of Andrews Lucia Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Andrews Lucia Wealth Management first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.