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Farther Finance Advisors’s Avantis Moderate Allocation ETF AVMA Stock Holding History

Farther Finance Advisors’s Portfolio AVMA Stock Details AVMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$40.6K Hold
600
– – ﹤0.01% 3146
2025
Q4 		$39.8K Buy
+600
New +$39.5K ﹤0.01% 2966

Other funds holding AVMA

CPW
Cogent Private Wealth Orlando, Florida $139M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IWS
Integrity Wealth Solutions Denver, Colorado $255M AUM 20.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Farther Finance Advisors's AVMA Position: Q1 2026 in Review

Farther Finance Advisors held its Avantis Moderate Allocation ETF (AVMA) position steady in Q1 2026 at 600 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Farther Finance Advisors first reported a position in AVMA in Q4 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold AVMA as of Q1 2026.

  • Farther Finance Advisors held 600 shares of Avantis Moderate Allocation ETF worth $40.6K as of Q1 2026.
  • Farther Finance Advisors left its Avantis Moderate Allocation ETF share count unchanged in Q1 2026.
  • Avantis Moderate Allocation ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q1 2026, its #3146 holding.
  • Farther Finance Advisors first reported a position in Avantis Moderate Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q1 2026.

Based on Farther Finance Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.