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Coquina Private Wealth LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Coquina Private Wealth LLC’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 		$400K Buy
4,391
+10
+0.2% +$878 0.27% 53
2026
Q1 		$353K Buy
4,381
+9
+0.2% +$730 0.28% 54
2025
Q4 		$331K Buy
+4,372
New +$322K 0.27% 61

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Coquina Private Wealth LLC's AVLV Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Avantis US Large Cap Value ETF (AVLV) stake by 0.23% in Q2 2026, buying an estimated $878 and bringing the position to 4,391 shares worth $400K. The position accounts for 0.27% of the portfolio, ranked #53.

Coquina Private Wealth LLC first reported a position in AVLV in Q4 2025 and has held it in 3 quarters since. 394 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Coquina Private Wealth LLC held 4,391 shares of Avantis US Large Cap Value ETF worth $400K as of Q2 2026.
  • Coquina Private Wealth LLC bought 10 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $878.
  • Avantis US Large Cap Value ETF made up 0.27% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #53 holding.
  • Coquina Private Wealth LLC first reported a position in Avantis US Large Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 394 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.