Cypress Point Wealth Management’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Cypress Point Wealth Management’s Portfolio AVLC Stock Details AVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$38.6M	Buy	497,372 +39,589	+9%	+$3.17M	8.31%	3
2025 Q4	$36M	Buy	457,783 +39,065	+9%	+$3.03M	7.86%	3
2025 Q3	$32M	Buy	418,718 +47,427	+13%	+$3.5M	6.48%	3
2025 Q2	$26.4M	Sell	371,291 -86,772	-19%	-$5.69M	6.42%	3
2025 Q1	$29.4M	Buy	458,063 +131,888	+40%	+$8.96M	9.33%	3
2024 Q4	$22M	Buy	326,175 +77,581	+31%	+$5.29M	6.86%	3
2024 Q3	$16.4M	Buy	248,594 +41,353	+20%	+$2.63M	6.45%	3
2024 Q2	$13M	Buy	207,241 +41,359	+25%	+$2.53M	6.16%	3
2024 Q1	$10.3M	Buy	+165,882	New	+$9.66M	5.25%	3

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return