Family Investment Center’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Family Investment Center’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 Q1	$11.9M	Buy	+160,917	New	+$12.1M	2.3%	14

Other funds holding AVMV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Three Arch Wealth Management Irvine, California $556M AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

Family Investment Center's AVMV Position: Q1 2026 in Review

Family Investment Center opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q1 2026: 160,917 shares worth $11.9M. The stake represents 2.3% of the portfolio and ranks #14 among its holdings.

78 funds tracked by Wall St. Rank hold AVMV as of Q1 2026.

Family Investment Center held 160,917 shares of Avantis US Mid Cap Value ETF worth $11.9M as of Q1 2026.
Avantis US Mid Cap Value ETF was a new Family Investment Center position in Q1 2026.
Avantis US Mid Cap Value ETF made up 2.3% of Family Investment Center's portfolio in Q1 2026, its #14 holding.
78 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.