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Arlington Financial Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Arlington Financial Advisors’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$247K Buy
3,674
+312
+9% +$21.4K 0.04% 86
2025
Q4 		$223K Buy
+3,362
New +$221K 0.03% 99
2025
Q3 		– Sell
-3,324
Closed -$204K – 111
2025
Q2 		$204K Buy
+3,324
New +$196K 0.03% 83

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Arlington Financial Advisors's AVMA Position: Q1 2026 in Review

Arlington Financial Advisors increased its Avantis Moderate Allocation ETF (AVMA) stake by 9.3% in Q1 2026, buying an estimated $21.4K and bringing the position to 3,674 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #86.

Arlington Financial Advisors first reported a position in AVMA in Q2 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Arlington Financial Advisors held 3,674 shares of Avantis Moderate Allocation ETF worth $247K as of Q1 2026.
  • Arlington Financial Advisors bought 312 Avantis Moderate Allocation ETF shares in Q1 2026, an estimated $21.4K.
  • Avantis Moderate Allocation ETF made up 0.04% of Arlington Financial Advisors's portfolio in Q1 2026, its #86 holding.
  • Arlington Financial Advisors first reported a position in Avantis Moderate Allocation ETF in Q2 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Arlington Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.