Comprehensive Financial Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Comprehensive 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
2026 Q2	$1.39M	Buy	15,278 +913	+6%	+$80.2K	0.74%	39
2026 Q1	$1.16M	Buy	14,365 +996	+7%	+$80.8K	0.8%	38
2025 Q4	$1.01M	Buy	13,369 +49	+0.4%	+$3.6K	0.67%	41
2025 Q3	$963K	Buy	13,320 +32	+0.2%	+$2.26K	0.66%	40
2025 Q2	$906K	Buy	13,288 +3,221	+32%	+$207K	0.71%	37
2025 Q1	$657K	Buy	10,067 +392	+4%	+$26.6K	0.64%	39
2024 Q4	$646K	Buy	+9,675	New	+$658K	0.55%	40

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Comprehensive Financial Planning's AVLV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Avantis US Large Cap Value ETF (AVLV) stake by 6.4% in Q2 2026, buying an estimated $80.2K and bringing the position to 15,278 shares worth $1.39M. The position accounts for 0.74% of the portfolio, ranked #39.

Comprehensive Financial Planning first reported a position in AVLV in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Comprehensive Financial Planning held 15,278 shares of Avantis US Large Cap Value ETF worth $1.39M as of Q2 2026.
Comprehensive Financial Planning bought 913 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $80.2K.
Avantis US Large Cap Value ETF made up 0.74% of Comprehensive Financial Planning's portfolio in Q2 2026, its #39 holding.
Comprehensive Financial Planning first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.