Financial Synergies Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$670K	Buy	7,341 +1,075	+17%	+$94.4K	0.06%	75
2026 Q1	$505K	Buy	6,266 +18	+0.3%	+$1.46K	0.05%	81
2025 Q4	$473K	Buy	6,248 +39	+0.6%	+$2.87K	0.05%	76
2025 Q3	$449K	Buy	6,209 +18	+0.3%	+$1.27K	0.05%	68
2025 Q2	$422K	Buy	6,191 +379	+7%	+$24.4K	0.05%	69
2025 Q1	$379K	Buy	5,812 +346	+6%	+$23.5K	0.05%	63
2024 Q4	$365K	Buy	5,466 +38	+0.7%	+$2.59K	0.05%	61
2024 Q3	$357K	Buy	5,428 +330	+6%	+$21K	0.04%	59
2024 Q2	$320K	Buy	5,098 +76	+2%	+$4.76K	0.04%	61
2024 Q1	$323K	Buy	+5,022	New	+$301K	0.04%	62

Other funds holding AVLV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

NPT

Nixon Peabody Trust Boston, Massachusetts $1.41B AUM 27.78% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's AVLV Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Avantis US Large Cap Value ETF (AVLV) stake by 17% in Q2 2026, buying an estimated $94.4K and bringing the position to 7,341 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #75.

Financial Synergies Wealth Advisors first reported a position in AVLV in Q1 2024 and has held it in 10 quarters since. 262 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Financial Synergies Wealth Advisors held 7,341 shares of Avantis US Large Cap Value ETF worth $670K as of Q2 2026.
Financial Synergies Wealth Advisors bought 1,075 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $94.4K.
Avantis US Large Cap Value ETF made up 0.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Financial Synergies Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
262 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.