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Chapman Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Chapman Financial Group’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
Q3 		$369K Buy
2,880
+145
+5% +$18.7K 0.24% 93
2026
Q2 		$350K Hold
2,735
– – 0.23% 94
2026
Q1 		$304K Hold
2,735
– – 0.22% 102
2025
Q4 		$306K Hold
2,735
– – 0.21% 103
2025
Q3 		$297K Buy
+2,735
New +$287K 0.21% 103

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Chapman Financial Group's AVUS Position: Q3 2026 in Review

Chapman Financial Group increased its Avantis US Equity ETF (AVUS) stake by 5.3% in Q3 2026, buying an estimated $18.7K and bringing the position to 2,880 shares worth $369K. The position accounts for 0.24% of the portfolio, ranked #93.

Chapman Financial Group first reported a position in AVUS in Q3 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Chapman Financial Group held 2,880 shares of Avantis US Equity ETF worth $369K as of Q3 2026.
  • Chapman Financial Group bought 145 Avantis US Equity ETF shares in Q3 2026, an estimated $18.7K.
  • Avantis US Equity ETF made up 0.24% of Chapman Financial Group's portfolio in Q3 2026, its #93 holding.
  • Chapman Financial Group first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.