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Ehrlich Financial Group’s Avantis US Equity ETF AVUS Stock Holding History

Ehrlich Financial Group’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
127,765
+55,435
+77% +$6.83M 8.42% 1
2026
Q1 		$8.04M Buy
72,330
+6,499
+10% +$744K 4.62% 1
2025
Q4 		$7.36M Buy
65,831
+3,239
+5% +$357K 4.19% 5
2025
Q3 		$6.8M Buy
62,592
+1,437
+2% +$151K 4.04% 5
2025
Q2 		$6.17M Sell
61,155
-14,963
-20% -$1.4M 3.99% 5
2025
Q1 		$7.03M Sell
76,118
-17,914
-19% -$1.75M 5.13% 3
2024
Q4 		$9.11M Buy
94,032
+1,400
+2% +$137K 6.48% 2
2024
Q3 		$8.81M Buy
92,632
+7,905
+9% +$726K 6.29% 2
2024
Q2 		$7.64M Buy
84,727
+3,154
+4% +$279K 6.03% 3
2024
Q1 		$7.3M Sell
81,573
-12,507
-13% -$1.06M 6.15% 2
2023
Q4 		$7.67M Buy
+94,080
New +$7.12M 7.69% 1

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

Ehrlich Financial Group's AVUS Position: Q2 2026 in Review

Ehrlich Financial Group increased its Avantis US Equity ETF (AVUS) stake by 77% in Q2 2026, buying an estimated $6.83M and bringing the position to 127,765 shares worth $16.4M. The position accounts for 8.42% of the portfolio, ranked #1.

Ehrlich Financial Group first reported a position in AVUS in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Ehrlich Financial Group held 127,765 shares of Avantis US Equity ETF worth $16.4M as of Q2 2026.
  • Ehrlich Financial Group bought 55,435 Avantis US Equity ETF shares in Q2 2026, an estimated $6.83M.
  • Avantis US Equity ETF made up 8.42% of Ehrlich Financial Group's portfolio in Q2 2026, its #1 holding.
  • Ehrlich Financial Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 208 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.