Beaird Harris Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Beaird Harris Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Buy	+1,363	New	+$168K	0.01%	150

Other funds holding AVUS

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

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

Beaird Harris Wealth Management opened a new position in Avantis US Equity ETF (AVUS) in Q2 2026: 1,363 shares worth $175K. The stake represents 0.01% of the portfolio and ranks #150 among its holdings.

113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Beaird Harris Wealth Management held 1,363 shares of Avantis US Equity ETF worth $175K as of Q2 2026.
Avantis US Equity ETF was a new Beaird Harris Wealth Management position in Q2 2026.
Avantis US Equity ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #150 holding.
113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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