Creative Planning
AVLV icon

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

Creative 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 		$11M Buy
120,860
+9,819
+9% +$862K 0.01% 826
2026
Q1 		$8.95M Buy
111,041
+2,246
+2% +$182K 0.01% 764
2025
Q4 		$8.24M Sell
108,795
-4,408
-4% -$324K 0.01% 704
2025
Q3 		$8.18M Buy
113,203
+10,526
+10% +$743K 0.01% 648
2025
Q2 		$7M Buy
102,677
+5,137
+5% +$331K 0.01% 640
2025
Q1 		$6.36M Sell
97,540
-2,077
-2% -$141K 0.01% 631
2024
Q4 		$6.65M Buy
99,617
+2,077
+2% +$141K 0.01% 574
2024
Q3 		$6.42M Sell
97,540
-3,051
-3% -$194K 0.01% 565
2024
Q2 		$6.32M Buy
100,591
+54,577
+119% +$3.42M 0.01% 545
2024
Q1 		$2.96M Buy
46,014
+1,827
+4% +$109K ﹤0.01% 808
2023
Q4 		$2.55M Sell
44,187
-205
-0.5% -$11K ﹤0.01% 808
2023
Q3 		$2.34M Buy
44,392
+413
+0.9% +$22.4K ﹤0.01% 794
2023
Q2 		$2.35M Buy
43,979
+85
+0.2% +$4.34K ﹤0.01% 745
2023
Q1 		$2.24M Buy
43,894
+148
+0.3% +$7.68K ﹤0.01% 745
2022
Q4 		$2.2M Buy
+43,746
New +$2.19M ﹤0.01% 720

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

Creative Planning's AVLV Position: Q2 2026 in Review

Creative Planning increased its Avantis US Large Cap Value ETF (AVLV) stake by 8.8% in Q2 2026, buying an estimated $862K and bringing the position to 120,860 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #826.

Creative Planning first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 564 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Creative Planning held 120,860 shares of Avantis US Large Cap Value ETF worth $11M as of Q2 2026.
  • Creative Planning bought 9,819 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $862K.
  • Avantis US Large Cap Value ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #826 holding.
  • Creative Planning first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 564 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.