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Brio Consultants’s Avantis US Equity ETF AVUS Stock Holding History

Brio Consultants’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.43M Sell
60,319
-982
-2% -$112K 0.91% 29
2025
Q4 		$6.85M Sell
61,301
-1,532
-2% -$169K 0.89% 28
2025
Q3 		$6.83M Sell
62,833
-5,526
-8% -$580K 0.94% 28
2025
Q2 		$6.89M Sell
68,359
-12,137
-15% -$1.14M 1.01% 23
2025
Q1 		$7.44M Sell
80,496
-297
-0.4% -$28.9K 1.17% 20
2024
Q4 		$7.83M Buy
80,793
+1,824
+2% +$179K 1.23% 20
2024
Q3 		$7.51M Sell
78,969
-6,577
-8% -$604K 1.2% 20
2024
Q2 		$7.72M Sell
85,546
-928
-1% -$82K 1.27% 19
2024
Q1 		$7.74M Sell
86,474
-5,852
-6% -$494K 1.31% 17
2023
Q4 		$7.53M Sell
92,326
-4,142
-4% -$313K 1.34% 17
2023
Q3 		$7.07M Sell
96,468
-1,170
-1% -$88.9K 1.33% 18
2023
Q2 		$7.34M Buy
97,638
+3,596
+4% +$257K 1.33% 19
2023
Q1 		$6.67M Sell
94,042
-2,937
-3% -$208K 1.23% 23
2022
Q4 		$6.6M Buy
96,979
+3,621
+4% +$247K 1.31% 23
2022
Q3 		$6.24M Buy
93,358
+90,009
+2,688% +$6.18M 1.32% 24
2022
Q2 		$218K Buy
+3,349
New +$238K 0.05% 78

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Brio Consultants's AVUS Position: Q1 2026 in Review

Brio Consultants reduced its Avantis US Equity ETF (AVUS) stake by 1.6% in Q1 2026, selling an estimated $112K and leaving 60,319 shares worth $7.43M. The position accounts for 0.91% of the portfolio, ranked #29.

Brio Consultants first reported a position in AVUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.83M in Q4 2024. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Brio Consultants held 60,319 shares of Avantis US Equity ETF worth $7.43M as of Q1 2026.
  • Brio Consultants sold 982 Avantis US Equity ETF shares in Q1 2026, an estimated $112K.
  • Avantis US Equity ETF made up 0.91% of Brio Consultants's portfolio in Q1 2026, its #29 holding.
  • Brio Consultants first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 16 quarters since.
  • Brio Consultants's Avantis US Equity ETF position peaked at $7.83M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.