CFFP
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Center for Financial Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Center for Financial Planning’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
2025
Q4 		– Sell
-508
Closed -$36.7K – 705
2025
Q3 		$36.7K Buy
+508
New +$35.9K ﹤0.01% 344

Other funds holding AVLV

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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Center for Financial Planning's AVLV Position: Q4 2025 in Review

Center for Financial Planning sold out of Avantis US Large Cap Value ETF (AVLV) in Q4 2025, closing a stake of 508 shares — an estimated $36.7K sold.

Center for Financial Planning first reported a position in AVLV in Q3 2025 and held it in 1 quarter. The position peaked at $36.7K in Q3 2025. 443 funds tracked by Wall St. Rank hold AVLV as of Q4 2025.

  • Center for Financial Planning reported no remaining Avantis US Large Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Center for Financial Planning sold 508 Avantis US Large Cap Value ETF shares in Q4 2025, an estimated $36.7K.
  • Center for Financial Planning first reported a position in Avantis US Large Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Center for Financial Planning's Avantis US Large Cap Value ETF position peaked at $36.7K in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.