AWM
AVSC icon

Arista Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Arista Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Buy
+3,206
New +$219K 0.03% 252
2024
Q4 		– Sell
-3,913
Closed -$211K – 68
2024
Q3 		$211K Buy
+3,913
New +$207K 0.05% 66
2024
Q2 		– Sell
-4,306
Closed -$225K – 66
2024
Q1 		$225K Hold
4,306
– – 0.17% 32
2023
Q4 		$220K Buy
+4,306
New +$195K 0.08% 53

Other funds holding AVSC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arista Wealth Management's AVSC Position: Q2 2026 in Review

Arista Wealth Management opened a new position in Avantis US Small Cap Equity ETF (AVSC) in Q2 2026: 3,206 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Arista Wealth Management previously reported a position in AVSC as recently as Q3 2024.

Arista Wealth Management first reported a position in AVSC in Q4 2023 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold AVSC as of Q2 2026.

  • Arista Wealth Management held 3,206 shares of Avantis US Small Cap Equity ETF worth $235K as of Q2 2026.
  • Avantis US Small Cap Equity ETF was a new Arista Wealth Management position in Q2 2026.
  • Avantis US Small Cap Equity ETF made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Arista Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q4 2023 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.