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Enzi Wealth’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Enzi Wealth’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$57.7M Buy
715,903
+38,894
+6% +$3.05M 18.26% 1
2026
Q1 		$50.2M Buy
677,009
+44,123
+7% +$3.31M 17.43% 1
2025
Q4 		$47.2M Buy
632,886
+492,311
+350% +$34.2M 16.63% 1
2025
Q3 		$9.46M Buy
140,575
+1,900
+1% +$129K 3.33% 11
2025
Q2 		$9.29M Buy
138,675
+1,101
+0.8% +$67.8K 3.4% 11
2025
Q1 		$8.15M Buy
137,574
+11,573
+9% +$757K 3.3% 11
2024
Q4 		$8.72M Buy
126,001
+15,880
+14% +$1.06M 3.32% 11
2024
Q3 		$7.24M Buy
110,121
+99,365
+924% +$6.08M 2.83% 12
2024
Q2 		$633K Buy
+10,756
New +$646K 0.28% 27

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $697M AUM 21.37% 1-Year Est. Return

Enzi Wealth's AVMV Position: Q2 2026 in Review

Enzi Wealth increased its Avantis US Mid Cap Value ETF (AVMV) stake by 5.7% in Q2 2026, buying an estimated $3.05M and bringing the position to 715,903 shares worth $57.7M. The position accounts for 18.26% of the portfolio, ranked #1.

Enzi Wealth first reported a position in AVMV in Q2 2024 and has held it in 9 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Enzi Wealth held 715,903 shares of Avantis US Mid Cap Value ETF worth $57.7M as of Q2 2026.
  • Enzi Wealth bought 38,894 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $3.05M.
  • Avantis US Mid Cap Value ETF made up 18.26% of Enzi Wealth's portfolio in Q2 2026, its #1 holding.
  • Enzi Wealth first reported a position in Avantis US Mid Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.