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BLVD Private Wealth’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

BLVD Private Wealth’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 		$213K Buy
+2,363
New +$204K 0.16% 62
2026
Q1 		– Sell
-2,596
Closed -$204K – 65
2025
Q4 		$204K Sell
2,596
-91
-3% -$7.06K 0.18% 68
2025
Q3 		$206K Sell
2,687
-593
-18% -$43.7K 0.18% 74
2025
Q2 		$233K Buy
+3,280
New +$215K 0.22% 66

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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
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
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BLVD Private Wealth's AVLC Position: Q2 2026 in Review

BLVD Private Wealth opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 2,363 shares worth $213K. The stake represents 0.16% of the portfolio and ranks #62 among its holdings. This is a return to the name: BLVD Private Wealth previously reported a position in AVLC as recently as Q4 2025.

BLVD Private Wealth first reported a position in AVLC in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q2 2025. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • BLVD Private Wealth held 2,363 shares of Avantis US Large Cap Equity ETF worth $213K as of Q2 2026.
  • Avantis US Large Cap Equity ETF was a new BLVD Private Wealth position in Q2 2026.
  • Avantis US Large Cap Equity ETF made up 0.16% of BLVD Private Wealth's portfolio in Q2 2026, its #62 holding.
  • BLVD Private Wealth first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • BLVD Private Wealth's Avantis US Large Cap Equity ETF position peaked at $233K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on BLVD Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.