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 Q3	$7.23M	Sell	79,973 -1,612	-2%	-$150K	1.11%	23
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 $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Clune & Associates's AVLV Position: Q3 2026 in Review

Clune & Associates reduced its Avantis US Large Cap Value ETF (AVLV) stake by 2% in Q3 2026, selling an estimated $150K and leaving 79,973 shares worth $7.23M. The position accounts for 1.11% of the portfolio, ranked #23.

Clune & Associates first reported a position in AVLV in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.64M in Q4 2025. 160 funds tracked by Wall St. Rank hold AVLV as of Q3 2026.

Clune & Associates held 79,973 shares of Avantis US Large Cap Value ETF worth $7.23M as of Q3 2026.
Clune & Associates sold 1,612 Avantis US Large Cap Value ETF shares in Q3 2026, an estimated $150K.
Avantis US Large Cap Value ETF made up 1.11% of Clune & Associates's portfolio in Q3 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 8 quarters since.
Clune & Associates's Avantis US Large Cap Value ETF position peaked at $8.64M in Q4 2025.
160 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.