Ehrlich Financial Group
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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
Q3 		$18M Buy
140,220
+12,455
+10% +$1.61M 9.29% 1
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Ehrlich Financial Group's AVUS Position: Q3 2026 in Review

Ehrlich Financial Group increased its Avantis US Equity ETF (AVUS) stake by 9.7% in Q3 2026, buying an estimated $1.61M and bringing the position to 140,220 shares worth $18M. The position accounts for 9.29% of the portfolio, ranked #1.

Ehrlich Financial Group first reported a position in AVUS in Q4 2023 and has held it in 12 quarters since. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Ehrlich Financial Group held 140,220 shares of Avantis US Equity ETF worth $18M as of Q3 2026.
  • Ehrlich Financial Group bought 12,455 Avantis US Equity ETF shares in Q3 2026, an estimated $1.61M.
  • Avantis US Equity ETF made up 9.29% of Ehrlich Financial Group's portfolio in Q3 2026, its #1 holding.
  • Ehrlich Financial Group first reported a position in Avantis US Equity ETF in Q4 2023 and has held it in 12 quarters since.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.