Clune & Associates’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Clune & Associates’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	$7.44M	Sell	81,585 -11,568	-12%	-$1.02M	1.12%	23
2026 Q1	$7.51M	Sell	93,153 -20,864	-18%	-$1.69M	1.41%	21
2025 Q4	$8.64M	Buy	114,017 +17,994	+19%	+$1.32M	1.87%	14
2025 Q3	$6.94M	Buy	96,023 +4,645	+5%	+$328K	1.73%	15
2025 Q2	$6.23M	Buy	91,378 +5,833	+7%	+$376K	1.71%	15
2025 Q1	$5.58M	Buy	85,545 +3,776	+5%	+$256K	1.71%	16
2024 Q4	$5.46M	Buy	+81,769	New	+$5.56M	1.81%	13

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Clune & Associates's AVLV Position: Q2 2026 in Review

Clune & Associates reduced its Avantis US Large Cap Value ETF (AVLV) stake by 12% in Q2 2026, selling an estimated $1.02M and leaving 81,585 shares worth $7.44M. The position accounts for 1.12% of the portfolio, ranked #23.

Clune & Associates first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.64M in Q4 2025. 107 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Clune & Associates held 81,585 shares of Avantis US Large Cap Value ETF worth $7.44M as of Q2 2026.
Clune & Associates sold 11,568 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.02M.
Avantis US Large Cap Value ETF made up 1.12% of Clune & Associates's portfolio in Q2 2026, its #23 holding.
Clune & Associates first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's Avantis US Large Cap Value ETF position peaked at $8.64M in Q4 2025.
107 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.