Arcadia Wealth Management (New York)’s Avantis US Equity ETF AVUS Stock Holding History

Arcadia Wealth Management (New York)’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	$39.9M	Buy	359,269 +23,890	+7%	+$2.74M	21.62%	1
2025 Q4	$37.5M	Buy	335,379 +18,374	+6%	+$2.02M	21.5%	1
2025 Q3	$34.5M	Buy	317,005 +21,199	+7%	+$2.22M	20.93%	2
2025 Q2	$29.8M	Buy	295,806 +29,391	+11%	+$2.75M	20.32%	2
2025 Q1	$24.6M	Buy	266,415 +29,452	+12%	+$2.87M	19.19%	2
2024 Q4	$23M	Buy	+236,963	New	+$23.3M	19.52%	2

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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 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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Arcadia Wealth Management (New York)'s AVUS Position: Q1 2026 in Review

Arcadia Wealth Management (New York) increased its Avantis US Equity ETF (AVUS) stake by 7.1% in Q1 2026, buying an estimated $2.74M and bringing the position to 359,269 shares worth $39.9M. The position accounts for 21.62% of the portfolio, ranked #1.

Arcadia Wealth Management (New York) first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. 555 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Arcadia Wealth Management (New York) held 359,269 shares of Avantis US Equity ETF worth $39.9M as of Q1 2026.
Arcadia Wealth Management (New York) bought 23,890 Avantis US Equity ETF shares in Q1 2026, an estimated $2.74M.
Avantis US Equity ETF made up 21.62% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #1 holding.
Arcadia Wealth Management (New York) first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
555 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.