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FAS Wealth Partners’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

FAS Wealth Partners’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4M Buy
223,820
+5,134
+2% +$411K 1.08% 22
2025
Q4 		$17.2M Buy
218,686
+4,595
+2% +$357K 1.11% 21
2025
Q3 		$16.4M Buy
214,091
+1,060
+0.5% +$78.2K 1.11% 21
2025
Q2 		$15.1M Buy
213,031
+1,314
+0.6% +$86.2K 1.12% 21
2025
Q1 		$13.6M Buy
211,717
+2,252
+1% +$153K 1.11% 22
2024
Q4 		$14.1M Sell
209,465
-9,858
-4% -$672K 1.19% 21
2024
Q3 		$14.5M Buy
219,323
+218,570
+29,027% +$13.9M 1.15% 21
2024
Q2 		$47.3K Buy
753
+461
+158% +$28.2K ﹤0.01% 340
2024
Q1 		$18K Buy
+292
New +$17K ﹤0.01% 394

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FAS Wealth Partners's AVLC Position: Q1 2026 in Review

FAS Wealth Partners increased its Avantis US Large Cap Equity ETF (AVLC) stake by 2.3% in Q1 2026, buying an estimated $411K and bringing the position to 223,820 shares worth $17.4M. The position accounts for 1.08% of the portfolio, ranked #22.

FAS Wealth Partners first reported a position in AVLC in Q1 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • FAS Wealth Partners held 223,820 shares of Avantis US Large Cap Equity ETF worth $17.4M as of Q1 2026.
  • FAS Wealth Partners bought 5,134 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $411K.
  • Avantis US Large Cap Equity ETF made up 1.08% of FAS Wealth Partners's portfolio in Q1 2026, its #22 holding.
  • FAS Wealth Partners first reported a position in Avantis US Large Cap Equity ETF in Q1 2024 and has held it in 9 quarters since.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.