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Avondale Wealth Management’s Avantis US Mid Cap Equity ETF AVMC Stock Holding History

Avondale Wealth Management’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
Q2 		$301K Hold
3,754
– – 0.12% 57
2026
Q1 		$271K Buy
+3,754
New +$277K 0.13% 58
2025
Q3 		– Sell
-2,025
Closed -$134K – 66
2025
Q2 		$134K Buy
+2,025
New +$126K 0.07% 66

Other funds holding AVMC

CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Avondale Wealth Management's AVMC Position: Q2 2026 in Review

Avondale Wealth Management held its Avantis US Mid Cap Equity ETF (AVMC) position steady in Q2 2026 at 3,754 shares worth $301K. The position accounts for 0.12% of the portfolio, ranked #57.

Avondale Wealth Management first reported a position in AVMC in Q2 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Avondale Wealth Management held 3,754 shares of Avantis US Mid Cap Equity ETF worth $301K as of Q2 2026.
  • Avondale Wealth Management left its Avantis US Mid Cap Equity ETF share count unchanged in Q2 2026.
  • Avantis US Mid Cap Equity ETF made up 0.12% of Avondale Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Avondale Wealth Management first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 15 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.