Atwood & Palmer’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Atwood & Palmer’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$320K	Buy	3,534 +4	+0.1%	+$371	0.02%	148
2026 Q2	$322K	Buy	3,530 +5	+0.1%	+$439	0.02%	142
2026 Q1	$284K	Buy	3,525 +5	+0.1%	+$406	0.02%	143
2025 Q4	$267K	Buy	3,520 +6	+0.2%	+$441	0.02%	138
2025 Q3	$254K	Buy	3,514 +1,597	+83%	+$113K	0.01%	144
2025 Q2	$131K	Hold	1,917	–	–	0.01%	170
2025 Q1	$125K	Hold	1,917	–	–	0.01%	171
2024 Q4	$128K	Hold	1,917	–	–	0.01%	166
2024 Q3	$126K	Hold	1,917	–	–	0.01%	169
2024 Q2	$120K	Buy	+1,917	New	+$120K	0.01%	169

Other funds holding AVLV

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

FMN

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Atwood & Palmer's AVLV Position: Q3 2026 in Review

Atwood & Palmer increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.11% in Q3 2026, buying an estimated $371 and bringing the position to 3,534 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #148.

Atwood & Palmer first reported a position in AVLV in Q2 2024 and has held it in 10 quarters since. The position peaked at $322K in Q2 2026. 31 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Atwood & Palmer held 3,534 shares of Avantis US Large Cap Value ETF worth $320K as of Q3 2026.
Atwood & Palmer bought 4 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $371.
Avantis US Large Cap Value ETF made up 0.02% of Atwood & Palmer's portfolio in Q3 2026, its #148 holding.
Atwood & Palmer first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 10 quarters since.
Atwood & Palmer's Avantis US Large Cap Value ETF position peaked at $322K in Q2 2026.
31 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.