Beaird Harris Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Beaird Harris Wealth Management’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	$75.7M	Buy	841,598 +96,843	+13%	+$8.36M	4.74%	7
2026 Q1	$57.8M	Buy	744,755 +83,429	+13%	+$6.68M	3.93%	9
2025 Q4	$52M	Buy	661,326 +61,102	+10%	+$4.74M	3.58%	9
2025 Q3	$45.9M	Buy	600,224 +78,356	+15%	+$5.78M	3.26%	10
2025 Q2	$37.1M	Buy	521,868 +65,603	+14%	+$4.3M	2.87%	15
2025 Q1	$29.3M	Buy	456,265 +27,025	+6%	+$1.83M	2.49%	17
2024 Q4	$29M	Buy	429,240 +27,167	+7%	+$1.85M	2.5%	16
2024 Q3	$26.5M	Buy	402,073 +68,823	+21%	+$4.38M	2.32%	18
2024 Q2	$20.9M	Buy	+333,250	New	+$20.4M	1.97%	19

Other funds holding AVLC

ORL

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CPWM

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

PAS

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Beaird Harris Wealth Management's AVLC Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Avantis US Large Cap Equity ETF (AVLC) stake by 13% in Q2 2026, buying an estimated $8.36M and bringing the position to 841,598 shares worth $75.7M. The position accounts for 4.74% of the portfolio, ranked #7.

Beaird Harris Wealth Management first reported a position in AVLC in Q2 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Beaird Harris Wealth Management held 841,598 shares of Avantis US Large Cap Equity ETF worth $75.7M as of Q2 2026.
Beaird Harris Wealth Management bought 96,843 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $8.36M.
Avantis US Large Cap Equity ETF made up 4.74% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #7 holding.
Beaird Harris Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q2 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.