Arlington Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Arlington Financial Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$23.1M	Buy	253,772 +1,897	+0.8%	+$167K	2.94%	13
2026 Q1	$20.3M	Sell	251,875 -7,510	-3%	-$609K	2.89%	13
2025 Q4	$19.7M	Buy	259,385 +11,139	+4%	+$820K	2.82%	13
2025 Q3	$17.9M	Buy	248,246 +15,968	+7%	+$1.13M	2.64%	14
2025 Q2	$15.8M	Sell	232,278 -9,086	-4%	-$585K	2.59%	14
2025 Q1	$15.7M	Buy	241,364 +4,120	+2%	+$279K	2.77%	15
2024 Q4	$15.8M	Buy	237,244 +5,485	+2%	+$373K	3.15%	12
2024 Q3	$15.3M	Buy	231,759 +8,269	+4%	+$526K	3.13%	11
2024 Q2	$14M	Buy	223,490 +3,710	+2%	+$233K	3.08%	11
2024 Q1	$14.1M	Buy	+219,780	New	+$13.2M	3.1%	10

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Arlington Financial Advisors's AVLV Position: Q2 2026 in Review

Arlington Financial Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.75% in Q2 2026, buying an estimated $167K and bringing the position to 253,772 shares worth $23.1M. The position accounts for 2.94% of the portfolio, ranked #13.

Arlington Financial Advisors first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 178 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Arlington Financial Advisors held 253,772 shares of Avantis US Large Cap Value ETF worth $23.1M as of Q2 2026.
Arlington Financial Advisors bought 1,897 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $167K.
Avantis US Large Cap Value ETF made up 2.94% of Arlington Financial Advisors's portfolio in Q2 2026, its #13 holding.
Arlington Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
178 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.