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Cauble & Harre Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cauble & Harre Wealth Management’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 		$4.3M Buy
47,123
+5,986
+15% +$526K 3.45% 8
2026
Q1 		$3.62M Buy
41,137
+16,116
+64% +$1.31M 2.88% 11
2025
Q4 		$1.9M Buy
+25,021
New +$1.84M 1.59% 19

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Cauble & Harre Wealth Management's AVLV Position: Q2 2026 in Review

Cauble & Harre Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 15% in Q2 2026, buying an estimated $526K and bringing the position to 47,123 shares worth $4.3M. The position accounts for 3.45% of the portfolio, ranked #8.

Cauble & Harre Wealth Management first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Cauble & Harre Wealth Management held 47,123 shares of Avantis US Large Cap Value ETF worth $4.3M as of Q2 2026.
  • Cauble & Harre Wealth Management bought 5,986 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $526K.
  • Avantis US Large Cap Value ETF made up 3.45% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Cauble & Harre Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.