CAWM
AVUV icon

Capital Advisors Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Capital Advisors Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.8M Buy
159,619
+18,001
+13% +$2.24M 2.12% 12
2026
Q2 		$17.7M Buy
141,618
+14,312
+11% +$1.71M 2.08% 12
2026
Q1 		$14.1M Buy
+127,306
New +$14M 1.89% 13

Other funds holding AVUV

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Capital Advisors Wealth Management's AVUV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Avantis US Small Cap Value ETF (AVUV) stake by 13% in Q3 2026, buying an estimated $2.24M and bringing the position to 159,619 shares worth $18.8M. The position accounts for 2.12% of the portfolio, ranked #12.

Capital Advisors Wealth Management first reported a position in AVUV in Q1 2026 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Capital Advisors Wealth Management held 159,619 shares of Avantis US Small Cap Value ETF worth $18.8M as of Q3 2026.
  • Capital Advisors Wealth Management bought 18,001 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $2.24M.
  • Avantis US Small Cap Value ETF made up 2.12% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Capital Advisors Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.