EWP
AVGE icon

Elevation Wealth Partners’s Avantis All Equity Markets ETF AVGE Stock Holding History

Elevation Wealth Partners’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$87K Buy
884
+3
+0.3% +$300 0.02% 226
2026
Q2 		$87.3K Buy
+881
New +$84.8K 0.03% 208

Other funds holding AVGE

SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Elevation Wealth Partners's AVGE Position: Q3 2026 in Review

Elevation Wealth Partners increased its Avantis All Equity Markets ETF (AVGE) stake by 0.34% in Q3 2026, buying an estimated $300 and bringing the position to 884 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #226.

Elevation Wealth Partners first reported a position in AVGE in Q2 2026 and has held it in 2 quarters since. The position peaked at $87.3K in Q2 2026. 7 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

  • Elevation Wealth Partners held 884 shares of Avantis All Equity Markets ETF worth $87K as of Q3 2026.
  • Elevation Wealth Partners bought 3 Avantis All Equity Markets ETF shares in Q3 2026, an estimated $300.
  • Avantis All Equity Markets ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #226 holding.
  • Elevation Wealth Partners first reported a position in Avantis All Equity Markets ETF in Q2 2026 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Avantis All Equity Markets ETF position peaked at $87.3K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.