AL
AVUS icon

Aspiriant LLC’s Avantis US Equity ETF AVUS Stock Holding History

Aspiriant LLC’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 		$500K Hold
4,493
– – 0.01% 221
2025
Q4 		$502K Hold
4,493
– – 0.01% 213
2025
Q3 		$488K Hold
4,493
– – 0.01% 201
2025
Q2 		$453K Hold
4,493
– – 0.01% 207
2025
Q1 		$415K Buy
+4,493
New +$438K 0.01% 202

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Aspiriant LLC's AVUS Position: Q1 2026 in Review

Aspiriant LLC held its Avantis US Equity ETF (AVUS) position steady in Q1 2026 at 4,493 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #221.

Aspiriant LLC first reported a position in AVUS in Q1 2025 and has held it in 5 quarters since. The position peaked at $502K in Q4 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Aspiriant LLC held 4,493 shares of Avantis US Equity ETF worth $500K as of Q1 2026.
  • Aspiriant LLC left its Avantis US Equity ETF share count unchanged in Q1 2026.
  • Avantis US Equity ETF made up 0.01% of Aspiriant LLC's portfolio in Q1 2026, its #221 holding.
  • Aspiriant LLC first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • Aspiriant LLC's Avantis US Equity ETF position peaked at $502K in Q4 2025.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.