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 Q3	$209K	Sell	2,315 -48	-2%	-$4.35K	0.16%	69
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

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Buttonwood Financial Group Kansas City, Missouri $199M AUM 17.29% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return

Western Reserve Capital Management Hudson, Ohio $141M AUM 17.32% 1-Year Est. Return

BLVD Private Wealth's AVLC Position: Q3 2026 in Review

BLVD Private Wealth reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 2% in Q3 2026, selling an estimated $4.35K and leaving 2,315 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #69.

BLVD Private Wealth first reported a position in AVLC in Q2 2025 and has held it in 5 quarters since. The position peaked at $233K in Q2 2025. 29 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

BLVD Private Wealth held 2,315 shares of Avantis US Large Cap Equity ETF worth $209K as of Q3 2026.
BLVD Private Wealth sold 48 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $4.35K.
Avantis US Large Cap Equity ETF made up 0.16% of BLVD Private Wealth's portfolio in Q3 2026, its #69 holding.
BLVD Private Wealth first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
BLVD Private Wealth's Avantis US Large Cap Equity ETF position peaked at $233K in Q2 2025.
29 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.