ALWM
AVUS icon

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
Q2 		$5.36M Buy
41,887
+10,930
+35% +$1.35M 2.81% 11
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 $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
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

Andrews Lucia Wealth Management's AVUS Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 35% in Q2 2026, buying an estimated $1.35M and bringing the position to 41,887 shares worth $5.36M. The position accounts for 2.81% of the portfolio, ranked #11.

Andrews Lucia Wealth Management first reported a position in AVUS in Q3 2025 and has held it in 4 quarters since. 581 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Andrews Lucia Wealth Management held 41,887 shares of Avantis US Equity ETF worth $5.36M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 10,930 Avantis US Equity ETF shares in Q2 2026, an estimated $1.35M.
  • Avantis US Equity ETF made up 2.81% of Andrews Lucia Wealth Management's portfolio in Q2 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 4 quarters since.
  • 581 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.