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

Balance Wealth’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 		$2.58M Buy
32,120
+12,611
+65% +$977K 0.69% 31
2026
Q1 		$1.41M Buy
+19,509
New +$1.44M 0.44% 51
2025
Q3 		– Sell
-32,543
Closed -$2.15M – 134
2025
Q2 		$2.15M Buy
+32,543
New +$2.03M 1.26% 20

Other funds holding AVMC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TFO
Tarbox Family Office Newport Beach, California $698M AUM 23.16% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
EFP
Envision Financial Planning Memphis, Tennessee $307M AUM 13.03% 1-Year Est. Return

Balance Wealth's AVMC Position: Q2 2026 in Review

Balance Wealth increased its Avantis US Mid Cap Equity ETF (AVMC) stake by 65% in Q2 2026, buying an estimated $977K and bringing the position to 32,120 shares worth $2.58M. The position accounts for 0.69% of the portfolio, ranked #31.

Balance Wealth first reported a position in AVMC in Q2 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AVMC as of Q2 2026.

  • Balance Wealth held 32,120 shares of Avantis US Mid Cap Equity ETF worth $2.58M as of Q2 2026.
  • Balance Wealth bought 12,611 Avantis US Mid Cap Equity ETF shares in Q2 2026, an estimated $977K.
  • Avantis US Mid Cap Equity ETF made up 0.69% of Balance Wealth's portfolio in Q2 2026, its #31 holding.
  • Balance Wealth first reported a position in Avantis US Mid Cap Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Avantis US Mid Cap Equity ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.