Cahill Financial Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cahill Financial Advisors’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	$345K	Buy	+3,785	New	+$332K	0.03%	232
2025 Q3	–	Sell	-4,928	Closed	-$336K	–	289
2025 Q2	$336K	Buy	4,928 +19	+0.4%	+$1.22K	0.04%	217
2025 Q1	$320K	Sell	4,909 -44	-0.9%	-$2.98K	0.04%	209
2024 Q4	$331K	Buy	4,953 +21	+0.4%	+$1.43K	0.04%	205
2024 Q3	$325K	Buy	4,932 +133	+3%	+$8.47K	0.04%	202
2024 Q2	$302K	Buy	+4,799	New	+$301K	0.04%	211

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cahill Financial Advisors's AVLV Position: Q2 2026 in Review

Cahill Financial Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 3,785 shares worth $345K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings. This is a return to the name: Cahill Financial Advisors previously reported a position in AVLV as recently as Q2 2025.

Cahill Financial Advisors first reported a position in AVLV in Q2 2024 and has held it in 6 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Cahill Financial Advisors held 3,785 shares of Avantis US Large Cap Value ETF worth $345K as of Q2 2026.
Avantis US Large Cap Value ETF was a new Cahill Financial Advisors position in Q2 2026.
Avantis US Large Cap Value ETF made up 0.03% of Cahill Financial Advisors's portfolio in Q2 2026, its #232 holding.
Cahill Financial Advisors first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 6 quarters since.
567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.