FLI
AVUV icon

Family Legacy Inc’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Family Legacy Inc’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$286K Buy
2,432
+142
+6% +$17.7K 0.08% 114
2026
Q2 		$286K Sell
2,290
-51
-2% -$6.08K 0.08% 116
2026
Q1 		$259K Sell
2,341
-27
-1% -$2.97K 0.08% 116
2025
Q4 		$241K Sell
2,368
-5
-0.2% -$500 0.07% 118
2025
Q3 		$236K Buy
2,373
+118
+5% +$11.4K 0.07% 119
2025
Q2 		$205K Buy
+2,255
New +$194K 0.07% 121

Other funds holding AVUV

FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

Family Legacy Inc's AVUV Position: Q3 2026 in Review

Family Legacy Inc increased its Avantis US Small Cap Value ETF (AVUV) stake by 6.2% in Q3 2026, buying an estimated $17.7K and bringing the position to 2,432 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #114.

Family Legacy Inc first reported a position in AVUV in Q2 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

  • Family Legacy Inc held 2,432 shares of Avantis US Small Cap Value ETF worth $286K as of Q3 2026.
  • Family Legacy Inc bought 142 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $17.7K.
  • Avantis US Small Cap Value ETF made up 0.08% of Family Legacy Inc's portfolio in Q3 2026, its #114 holding.
  • Family Legacy Inc first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 6 quarters since.
  • 114 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

Based on Family Legacy Inc's 13F filing for Q3 2026, filed 13 Oct 2026.