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Bridgewealth Advisory Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Bridgewealth Advisory Group’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 		$10.4M Buy
114,280
+4,320
+4% +$379K 1.97% 18
2026
Q1 		$8.86M Buy
109,960
+13,287
+14% +$1.08M 1.84% 18
2025
Q4 		$7.32M Buy
96,673
+18,336
+23% +$1.35M 1.62% 21
2025
Q3 		$5.66M Buy
78,337
+4,558
+6% +$322K 1.31% 25
2025
Q2 		$5.03M Buy
73,779
+37,536
+104% +$2.42M 1.28% 24
2025
Q1 		$2.36M Buy
36,243
+1,995
+6% +$135K 3.11% 9
2024
Q4 		$2.38M Buy
34,248
+17,724
+107% +$1.21M 0.67% 32
2024
Q3 		$1.09M Buy
16,524
+1,129
+7% +$71.9K 0.4% 37
2024
Q2 		$967K Buy
15,395
+4,283
+39% +$268K 0.43% 37
2024
Q1 		$714K Buy
+11,112
New +$666K 0.35% 41

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Bridgewealth Advisory Group's AVLV Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 3.9% in Q2 2026, buying an estimated $379K and bringing the position to 114,280 shares worth $10.4M. The position accounts for 1.97% of the portfolio, ranked #18.

Bridgewealth Advisory Group first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Bridgewealth Advisory Group held 114,280 shares of Avantis US Large Cap Value ETF worth $10.4M as of Q2 2026.
  • Bridgewealth Advisory Group bought 4,320 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $379K.
  • Avantis US Large Cap Value ETF made up 1.97% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #18 holding.
  • Bridgewealth Advisory Group first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.