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ATLas Financial Planning’s Avantis International Large Cap Value ETF AVIV Stock Holding History

ATLas Financial Planning’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.2M Buy
92,983
+4,964
+6% +$388K 5.84% 3
2026
Q1 		$6.59M Buy
88,019
+4,738
+6% +$359K 5.91% 3
2025
Q4 		$5.93M Buy
+83,281
New +$5.75M 5.82% 3

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $578M AUM 24.83% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

ATLas Financial Planning's AVIV Position: Q2 2026 in Review

ATLas Financial Planning increased its Avantis International Large Cap Value ETF (AVIV) stake by 5.6% in Q2 2026, buying an estimated $388K and bringing the position to 92,983 shares worth $7.2M. The position accounts for 5.84% of the portfolio, ranked #3.

ATLas Financial Planning first reported a position in AVIV in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold AVIV as of Q2 2026.

  • ATLas Financial Planning held 92,983 shares of Avantis International Large Cap Value ETF worth $7.2M as of Q2 2026.
  • ATLas Financial Planning bought 4,964 Avantis International Large Cap Value ETF shares in Q2 2026, an estimated $388K.
  • Avantis International Large Cap Value ETF made up 5.84% of ATLas Financial Planning's portfolio in Q2 2026, its #3 holding.
  • ATLas Financial Planning first reported a position in Avantis International Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q2 2026.

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