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Brown Financial Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Brown Financial Advisors’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 		$1.54M Buy
13,829
+3,004
+28% +$344K 0.58% 54
2025
Q4 		$1.21M Buy
10,825
+2,551
+31% +$281K 0.44% 73
2025
Q3 		$899K Buy
8,274
+2,999
+57% +$315K 0.33% 89
2025
Q2 		$532K Buy
+5,275
New +$494K 0.21% 102

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

Brown Financial Advisors's AVUS Position: Q1 2026 in Review

Brown Financial Advisors increased its Avantis US Equity ETF (AVUS) stake by 28% in Q1 2026, buying an estimated $344K and bringing the position to 13,829 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #54.

Brown Financial Advisors first reported a position in AVUS in Q2 2025 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Brown Financial Advisors held 13,829 shares of Avantis US Equity ETF worth $1.54M as of Q1 2026.
  • Brown Financial Advisors bought 3,004 Avantis US Equity ETF shares in Q1 2026, an estimated $344K.
  • Avantis US Equity ETF made up 0.58% of Brown Financial Advisors's portfolio in Q1 2026, its #54 holding.
  • Brown Financial Advisors first reported a position in Avantis US Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.