Arbor Wealth Advisors
AVLV icon

Arbor Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Arbor Wealth Advisors’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
Q3 		$796K Buy
8,800
+1,065
+14% +$98.8K 0.5% 27
2026
Q2 		$706K Buy
7,735
+715
+10% +$62.8K 0.43% 31
2026
Q1 		$566K Buy
7,020
+1,510
+27% +$122K 0.4% 32
2025
Q4 		$417K Buy
+5,510
New +$405K 0.3% 44

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Falcon Wealth Planning
Falcon Wealth Planning Ontario, California $1.62B AUM 11.24% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Arbor Wealth Advisors's AVLV Position: Q3 2026 in Review

Arbor Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 14% in Q3 2026, buying an estimated $98.8K and bringing the position to 8,800 shares worth $796K. The position accounts for 0.5% of the portfolio, ranked #27.

Arbor Wealth Advisors first reported a position in AVLV in Q4 2025 and has held it in 4 quarters since. 592 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

  • Arbor Wealth Advisors held 8,800 shares of Avantis US Large Cap Value ETF worth $796K as of Q3 2026.
  • Arbor Wealth Advisors bought 1,065 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $98.8K.
  • Avantis US Large Cap Value ETF made up 0.5% of Arbor Wealth Advisors's portfolio in Q3 2026, its #27 holding.
  • Arbor Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 592 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Arbor Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.