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 Q2	$43.4M	Sell	482,866 -14,506	-3%	-$1.25M	8.84%	3
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

ORL

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

BHWM

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

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

Cypress Point Wealth Management's AVLC Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 2.9% in Q2 2026, selling an estimated $1.25M and leaving 482,866 shares worth $43.4M. The position accounts for 8.84% of the portfolio, ranked #3.

Cypress Point Wealth Management first reported a position in AVLC in Q1 2024 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Cypress Point Wealth Management held 482,866 shares of Avantis US Large Cap Equity ETF worth $43.4M as of Q2 2026.
Cypress Point Wealth Management sold 14,506 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $1.25M.
Avantis US Large Cap Equity ETF made up 8.84% of Cypress Point Wealth Management's portfolio in Q2 2026, its #3 holding.
Cypress Point Wealth Management first reported a position in Avantis US Large Cap Equity ETF in Q1 2024 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.