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

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

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

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return