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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
Q2 		$183M Buy
1,428,195
+34,237
+2% +$4.22M 17.36% 1
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

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Financial Plan Inc's AVUS Position: Q2 2026 in Review

Financial Plan Inc increased its Avantis US Equity ETF (AVUS) stake by 2.5% in Q2 2026, buying an estimated $4.22M and bringing the position to 1,428,195 shares worth $183M. The position accounts for 17.36% of the portfolio, ranked #1.

Financial Plan Inc first reported a position in AVUS in Q4 2025 and has held it in 3 quarters since. 586 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • Financial Plan Inc held 1,428,195 shares of Avantis US Equity ETF worth $183M as of Q2 2026.
  • Financial Plan Inc bought 34,237 Avantis US Equity ETF shares in Q2 2026, an estimated $4.22M.
  • Avantis US Equity ETF made up 17.36% of Financial Plan Inc's portfolio in Q2 2026, its #1 holding.
  • Financial Plan Inc first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 586 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.