CWM
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Cornerstone Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cornerstone Wealth Management’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 		$406K Buy
+4,447
New +$391K 0.02% 539

Other funds holding AVLV

Wealth Enhancement Advisory Services
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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

Cornerstone Wealth Management's AVLV Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 4,447 shares worth $406K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings.

178 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Cornerstone Wealth Management held 4,447 shares of Avantis US Large Cap Value ETF worth $406K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #539 holding.
  • 178 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.