Ariadne Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Ariadne Wealth Management’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	$6.91M	Buy	62,185 +2,255	+4%	+$258K	3.1%	3
2025 Q4	$6.93M	Sell	59,930 -965	-2%	-$106K	2.86%	3
2025 Q3	$6.65M	Sell	60,895 -3,040	-5%	-$319K	2.98%	3
2025 Q2	$6.75M	Sell	63,935 -1,709	-3%	-$160K	3.23%	3
2025 Q1	$6.09M	Sell	65,644 -1,164	-2%	-$113K	3.18%	6
2024 Q4	$6.71M	Sell	66,808 -1,711	-2%	-$168K	3.07%	5
2024 Q3	$6.83M	Sell	68,519 -64	-0.1%	-$5.88K	3.72%	4
2024 Q2	$6.19M	Buy	+68,583	New	+$6.06M	4.78%	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 $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 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 $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Ariadne Wealth Management's AVUS Position: Q1 2026 in Review

Ariadne Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 3.8% in Q1 2026, buying an estimated $258K and bringing the position to 62,185 shares worth $6.91M. The position accounts for 3.1% of the portfolio, ranked #3.

Ariadne Wealth Management first reported a position in AVUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.93M in Q4 2025. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Ariadne Wealth Management held 62,185 shares of Avantis US Equity ETF worth $6.91M as of Q1 2026.
Ariadne Wealth Management bought 2,255 Avantis US Equity ETF shares in Q1 2026, an estimated $258K.
Avantis US Equity ETF made up 3.1% of Ariadne Wealth Management's portfolio in Q1 2026, its #3 holding.
Ariadne Wealth Management first reported a position in Avantis US Equity ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Avantis US Equity ETF position peaked at $6.93M in Q4 2025.
554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.