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

Falcon Wealth Planning’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 		$26.3M Buy
326,922
+8,567
+3% +$672K 1.66% 18
2026
Q1 		$23.6M Buy
+318,355
New +$23.9M 1.61% 18

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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
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

Falcon Wealth Planning's AVMV Position: Q2 2026 in Review

Falcon Wealth Planning increased its Avantis US Mid Cap Value ETF (AVMV) stake by 2.7% in Q2 2026, buying an estimated $672K and bringing the position to 326,922 shares worth $26.3M. The position accounts for 1.66% of the portfolio, ranked #18.

Falcon Wealth Planning first reported a position in AVMV in Q1 2026 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Falcon Wealth Planning held 326,922 shares of Avantis US Mid Cap Value ETF worth $26.3M as of Q2 2026.
  • Falcon Wealth Planning bought 8,567 Avantis US Mid Cap Value ETF shares in Q2 2026, an estimated $672K.
  • Avantis US Mid Cap Value ETF made up 1.66% of Falcon Wealth Planning's portfolio in Q2 2026, its #18 holding.
  • Falcon Wealth Planning first reported a position in Avantis US Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.