Carson Wealth (CWM LLC)
AVGE icon

Carson Wealth (CWM LLC)’s Avantis All Equity Markets ETF AVGE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.87M Buy
21,260
+221
+1% +$19.9K ﹤0.01% 1233
2025
Q4 		$1.81M Buy
21,039
+564
+3% +$47.7K ﹤0.01% 1187
2025
Q3 		$1.71M Buy
20,475
+20,416
+34,603% +$1.64M 0.01% 1159
2025
Q2 		$5K Buy
+59
New +$4.29K ﹤0.01% 4585

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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
CIA
Compass Ion Advisors Conshohocken, Pennsylvania $1.16B AUM 17.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AVGE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Avantis All Equity Markets ETF (AVGE) stake by 1.1% in Q1 2026, buying an estimated $19.9K and bringing the position to 21,260 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Carson Wealth (CWM LLC) first reported a position in AVGE in Q2 2025 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold AVGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 21,260 shares of Avantis All Equity Markets ETF worth $1.87M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 221 Avantis All Equity Markets ETF shares in Q1 2026, an estimated $19.9K.
  • Avantis All Equity Markets ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1233 holding.
  • Carson Wealth (CWM LLC) first reported a position in Avantis All Equity Markets ETF in Q2 2025 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.