CPWM
AVLV icon

Cypress Point Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Cypress Point 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 		$2.81M Buy
30,797
+1
+0% +$88 0.57% 28
2026
Q1 		$2.48M Buy
30,796
+1
+0% +$81 0.53% 30
2025
Q4 		$2.33M Buy
30,795
+2
+0% +$147 0.51% 28
2025
Q3 		$2.23M Sell
30,793
-689
-2% -$48.7K 0.45% 30
2025
Q2 		$2.15M Buy
31,482
+1
+0% +$64 0.52% 29
2025
Q1 		$2.05M Buy
31,481
+2
+0% +$136 0.65% 28
2024
Q4 		$2.1M Buy
31,479
+2
+0% +$136 0.65% 28
2024
Q3 		$2.07M Buy
31,477
+1
+0% +$64 0.81% 28
2024
Q2 		$1.98M Sell
31,476
-315
-1% -$19.7K 0.94% 26
2024
Q1 		$2.04M Buy
31,791
+819
+3% +$49.1K 1.05% 23
2023
Q4 		$1.79M Buy
30,972
+2
+0% +$108 1.33% 23
2023
Q3 		$1.63M Sell
30,970
-2,006
-6% -$109K 1.43% 19
2023
Q2 		$1.76M Buy
32,976
+18,615
+130% +$951K 1.87% 14
2023
Q1 		$734K Buy
14,361
+5,540
+63% +$288K 1.03% 23
2022
Q4 		$443K Buy
+8,821
New +$442K 0.69% 30

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

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

Cypress Point Wealth Management increased its Avantis US Large Cap Value ETF (AVLV) stake by 0% in Q2 2026, buying an estimated $88 and bringing the position to 30,797 shares worth $2.81M. The position accounts for 0.57% of the portfolio, ranked #28.

Cypress Point Wealth Management first reported a position in AVLV in Q4 2022 and has held it in 15 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Cypress Point Wealth Management held 30,797 shares of Avantis US Large Cap Value ETF worth $2.81M as of Q2 2026.
  • Cypress Point Wealth Management bought 1 Avantis US Large Cap Value ETF share in Q2 2026, an estimated $88.
  • Avantis US Large Cap Value ETF made up 0.57% of Cypress Point Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Cypress Point Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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