Brass Tax Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Brass Tax Wealth Management’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
2025 Q3	$400K	Buy	+5,531	New	+$391K	0.07%	142

Other funds holding AVLV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Brass Tax Wealth Management's AVLV Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q3 2025: 5,531 shares worth $400K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings.

399 funds tracked by Wall St. Rank hold AVLV as of Q3 2025.

Brass Tax Wealth Management held 5,531 shares of Avantis US Large Cap Value ETF worth $400K as of Q3 2025.
Avantis US Large Cap Value ETF was a new Brass Tax Wealth Management position in Q3 2025.
Avantis US Large Cap Value ETF made up 0.07% of Brass Tax Wealth Management's portfolio in Q3 2025, its #142 holding.
399 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.