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Caliber Wealth Management (Kansas)’s Avantis US Equity ETF AVUS Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$80.5M Buy
628,777
+23,352
+4% +$2.88M 7.78% 2
2026
Q1 		$67.3M Buy
605,425
+39,565
+7% +$4.53M 7.37% 2
2025
Q4 		$63.3M Buy
565,860
+48,249
+9% +$5.31M 6.81% 2
2025
Q3 		$56.3M Buy
517,611
+57,326
+12% +$6.02M 6.27% 2
2025
Q2 		$46.4M Buy
460,285
+57,359
+14% +$5.37M 4.99% 3
2025
Q1 		$37.2M Buy
+402,926
New +$39.3M 5.08% 2

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WRPWM
Werba Rubin Papier Wealth Management San Jose, California $824M AUM 24.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s AVUS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Avantis US Equity ETF (AVUS) stake by 3.9% in Q2 2026, buying an estimated $2.88M and bringing the position to 628,777 shares worth $80.5M. The position accounts for 7.78% of the portfolio, ranked #2.

Caliber Wealth Management (Kansas) first reported a position in AVUS in Q1 2025 and has held it in 6 quarters since. 258 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 628,777 shares of Avantis US Equity ETF worth $80.5M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 23,352 Avantis US Equity ETF shares in Q2 2026, an estimated $2.88M.
  • Avantis US Equity ETF made up 7.78% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #2 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Avantis US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 258 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.