AIA
AVLC icon

Arcadia Investment Advisors’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Arcadia Investment Advisors’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 		$13.1M Buy
145,554
+3,293
+2% +$284K 5.52% 4
2026
Q1 		$11M Buy
142,261
+1,150
+0.8% +$92.1K 5.21% 5
2025
Q4 		$11.1M Buy
141,111
+7,897
+6% +$613K 5.16% 5
2025
Q3 		$10.2M Buy
133,214
+2,457
+2% +$181K 4.95% 6
2025
Q2 		$9.29M Buy
130,757
+8,069
+7% +$529K 4.81% 8
2025
Q1 		$7.88M Buy
122,688
+5,647
+5% +$383K 4.4% 10
2024
Q4 		$7.91M Sell
117,041
-318
-0.3% -$21.7K 4.31% 10
2024
Q3 		$7.75M Buy
117,359
+37,253
+47% +$2.37M 4.15% 11
2024
Q2 		$5.03M Buy
+80,106
New +$4.9M 2.85% 17

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

Arcadia Investment Advisors's AVLC Position: Q2 2026 in Review

Arcadia Investment Advisors increased its Avantis US Large Cap Equity ETF (AVLC) stake by 2.3% in Q2 2026, buying an estimated $284K and bringing the position to 145,554 shares worth $13.1M. The position accounts for 5.52% of the portfolio, ranked #4.

Arcadia Investment Advisors first reported a position in AVLC in Q2 2024 and has held it in 9 quarters since. 52 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Arcadia Investment Advisors held 145,554 shares of Avantis US Large Cap Equity ETF worth $13.1M as of Q2 2026.
  • Arcadia Investment Advisors bought 3,293 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $284K.
  • Avantis US Large Cap Equity ETF made up 5.52% of Arcadia Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Arcadia Investment Advisors first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
  • 52 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.