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Arax Advisory Partners’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Arax Advisory Partners’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
Q2 		$32.5K Buy
+361
New +$31.2K ﹤0.01% 3617
2026
Q1 		– Sell
-736
Closed -$57.8K – 3820
2025
Q4 		$57.8K Buy
+736
New +$57.1K ﹤0.01% 1534

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arax Advisory Partners's AVLC Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 361 shares worth $32.5K. The stake represents ﹤0.01% of the portfolio and ranks #3617 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in AVLC as recently as Q4 2025.

Arax Advisory Partners first reported a position in AVLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $57.8K in Q4 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Arax Advisory Partners held 361 shares of Avantis US Large Cap Equity ETF worth $32.5K as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new Arax Advisory Partners position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3617 holding.
  • Arax Advisory Partners first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's Avantis US Large Cap Equity ETF position peaked at $57.8K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.