B&D White Capital Company’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

B&D White Capital Company’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.4M	Buy	+126,616	New	+$10.9M	1.13%	30

Other funds holding AVLC

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

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

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Networth Advisors Canonsburg, Pennsylvania $172M AUM

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

B&D White Capital Company's AVLC Position: Q2 2026 in Review

B&D White Capital Company opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 126,616 shares worth $11.4M. The stake represents 1.13% of the portfolio and ranks #30 among its holdings.

52 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

B&D White Capital Company held 126,616 shares of Avantis US Large Cap Equity ETF worth $11.4M as of Q2 2026.
Avantis US Large Cap Equity ETF was a new B&D White Capital Company position in Q2 2026.
Avantis US Large Cap Equity ETF made up 1.13% of B&D White Capital Company's portfolio in Q2 2026, its #30 holding.
52 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on B&D White Capital Company's 13F filing for Q2 2026, filed 31 Jul 2026.