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Financial Plan Inc’s Avantis US Equity ETF AVUS Stock Holding History

Financial Plan Inc’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155M Buy
1,393,958
+58,317
+4% +$6.68M 16.61% 1
2025
Q4 		$149M Buy
+1,335,641
New +$147M 17.14% 1

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Plan Inc's AVUS Position: Q1 2026 in Review

Financial Plan Inc increased its Avantis US Equity ETF (AVUS) stake by 4.4% in Q1 2026, buying an estimated $6.68M and bringing the position to 1,393,958 shares worth $155M. The position accounts for 16.61% of the portfolio, ranked #1.

Financial Plan Inc first reported a position in AVUS in Q4 2025 and has held it in 2 quarters since. 555 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Financial Plan Inc held 1,393,958 shares of Avantis US Equity ETF worth $155M as of Q1 2026.
  • Financial Plan Inc bought 58,317 Avantis US Equity ETF shares in Q1 2026, an estimated $6.68M.
  • Avantis US Equity ETF made up 16.61% of Financial Plan Inc's portfolio in Q1 2026, its #1 holding.
  • Financial Plan Inc first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 555 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.