AssetMark Inc
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AssetMark Inc’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

AssetMark Inc’s Portfolio AVMC Stock Details AVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.5K Buy
164
+102
+165% +$8.11K ﹤0.01% 2430
2026
Q2 		$4.98K Hold
62
– – ﹤0.01% 2689
2026
Q1 		$4.48K Hold
62
– – ﹤0.01% 2602
2025
Q4 		$4.38K Hold
62
– – ﹤0.01% 2513
2025
Q3 		$4.31K Hold
62
– – ﹤0.01% 2397
2025
Q2 		$4.1K Buy
+62
New +$3.87K ﹤0.01% 2190

Other funds holding AVMC

Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tarbox Family Office
Tarbox Family Office Newport Beach, California $711M AUM 13.88% 1-Year Est. Return
Wealth Management Partners
Wealth Management Partners Tucson, Arizona $426M AUM 43.17% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
CGN Advisors
CGN Advisors Manhattan, Kansas $1.29B AUM 9.53% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Mendota Financial Group
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

AssetMark Inc's AVMC Position: Q3 2026 in Review

AssetMark Inc increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 165% in Q3 2026, buying an estimated $8.11K and bringing the position to 164 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

AssetMark Inc first reported a position in AVMC in Q2 2025 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold AVMC as of Q3 2026.

  • AssetMark Inc held 164 shares of Avantis US Mid Cap Equity ETF worth $12.5K as of Q3 2026.
  • AssetMark Inc bought 102 Avantis US Mid Cap Equity ETF shares in Q3 2026, an estimated $8.11K.
  • Avantis US Mid Cap Equity ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2430 holding.
  • AssetMark Inc first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.