Aurelius Family Office’s Avantis US Equity ETF AVUS Stock Holding History

Aurelius Family Office’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 Q2	$1.24M	Sell	9,651 -225	-2%	-$27.7K	0.49%	27
2026 Q1	$1.1M	Sell	9,876 -181	-2%	-$20.7K	0.48%	28
2025 Q4	$1.14M	Sell	10,057 -33	-0.3%	-$3.63K	0.49%	28
2025 Q3	$1.1M	Sell	10,090 -47	-0.5%	-$4.93K	0.49%	28
2025 Q2	$1.02M	Sell	10,137 -37	-0.4%	-$3.46K	0.48%	29
2025 Q1	$940K	Sell	10,174 -13	-0.1%	-$1.27K	0.48%	30
2024 Q4	$987K	Buy	+10,187	New	+$1M	0.5%	29

Other funds holding AVUS

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Aurelius Family Office's AVUS Position: Q2 2026 in Review

Aurelius Family Office reduced its Avantis US Equity ETF (AVUS) stake by 2.3% in Q2 2026, selling an estimated $27.7K and leaving 9,651 shares worth $1.24M. The position accounts for 0.49% of the portfolio, ranked #27.

Aurelius Family Office first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. 158 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Aurelius Family Office held 9,651 shares of Avantis US Equity ETF worth $1.24M as of Q2 2026.
Aurelius Family Office sold 225 Avantis US Equity ETF shares in Q2 2026, an estimated $27.7K.
Avantis US Equity ETF made up 0.49% of Aurelius Family Office's portfolio in Q2 2026, its #27 holding.
Aurelius Family Office first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
158 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.