Armis Advisers
AVLC icon

Armis Advisers’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Armis Advisers’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$805K Sell
8,742
-433
-5% -$39.3K 0.07% 198
2026
Q2 		$824K Buy
9,175
+44
+0.5% +$3.8K 0.08% 194
2026
Q1 		$801K Buy
9,131
+178
+2% +$14.3K 0.08% 183
2025
Q4 		$689K Buy
+8,953
New +$695K 0.08% 185

Other funds holding AVLC

Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Buttonwood Financial Group
Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return
Prosperity Planning
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Mendota Financial Group
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
Western Reserve Capital Management
Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

Armis Advisers's AVLC Position: Q3 2026 in Review

Armis Advisers reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 4.7% in Q3 2026, selling an estimated $39.3K and leaving 8,742 shares worth $805K. The position accounts for 0.07% of the portfolio, ranked #198.

Armis Advisers first reported a position in AVLC in Q4 2025 and has held it in 4 quarters since. The position peaked at $824K in Q2 2026. 29 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Armis Advisers held 8,742 shares of Avantis US Large Cap Equity ETF worth $805K as of Q3 2026.
  • Armis Advisers sold 433 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $39.3K.
  • Avantis US Large Cap Equity ETF made up 0.07% of Armis Advisers's portfolio in Q3 2026, its #198 holding.
  • Armis Advisers first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Armis Advisers's Avantis US Large Cap Equity ETF position peaked at $824K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.