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Bogart Wealth LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bogart Wealth LLC’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.91K Buy
+76
New +$6.67K ﹤0.01% 1114

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Bogart Wealth LLC's AVLV Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 76 shares worth $6.91K. The stake represents ﹤0.01% of the portfolio and ranks #1114 among its holdings.

208 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Bogart Wealth LLC held 76 shares of Avantis US Large Cap Value ETF worth $6.91K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Bogart Wealth LLC position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1114 holding.
  • 208 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.