Arcadia Wealth Management (New York)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Arcadia Wealth Management (New York)’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.13M	Buy	82,628 +1,420	+2%	+$156K	4.94%	4
2025 Q4	$8.28M	Buy	81,208 +2,600	+3%	+$260K	4.75%	4
2025 Q3	$7.82M	Buy	78,608 +3,531	+5%	+$342K	4.75%	4
2025 Q2	$6.84M	Buy	75,077 +4,561	+6%	+$393K	4.66%	4
2025 Q1	$6.15M	Buy	70,516 +7,349	+12%	+$691K	4.79%	4
2024 Q4	$6.1M	Buy	+63,167	New	+$6.28M	5.18%	4

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Arcadia Wealth Management (New York) increased its Avantis US Small Cap Value ETF (AVUV) stake by 1.7% in Q1 2026, buying an estimated $156K and bringing the position to 82,628 shares worth $9.13M. The position accounts for 4.94% of the portfolio, ranked #4.

Arcadia Wealth Management (New York) first reported a position in AVUV in Q4 2024 and has held it in 6 quarters since. 1,055 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

Arcadia Wealth Management (New York) held 82,628 shares of Avantis US Small Cap Value ETF worth $9.13M as of Q1 2026.
Arcadia Wealth Management (New York) bought 1,420 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $156K.
Avantis US Small Cap Value ETF made up 4.94% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #4 holding.
Arcadia Wealth Management (New York) first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 6 quarters since.
1,055 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

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