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BWM Planning’s Avantis All Equity Markets ETF AVGE Stock Holding History

BWM Planning’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
+2,875
New +$277K 0.07% 84

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BWM Planning's AVGE Position: Q2 2026 in Review

BWM Planning opened a new position in Avantis All Equity Markets ETF (AVGE) in Q2 2026: 2,875 shares worth $285K. The stake represents 0.07% of the portfolio and ranks #84 among its holdings.

159 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • BWM Planning held 2,875 shares of Avantis All Equity Markets ETF worth $285K as of Q2 2026.
  • Avantis All Equity Markets ETF was a new BWM Planning position in Q2 2026.
  • Avantis All Equity Markets ETF made up 0.07% of BWM Planning's portfolio in Q2 2026, its #84 holding.
  • 159 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on BWM Planning's 13F filing for Q2 2026, filed 23 Jul 2026.