FWM
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FMB Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

FMB Wealth Management’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 		$18.8M Buy
169,159
+17,054
+11% +$1.95M 7.78% 3
2025
Q4 		$17M Buy
152,105
+7,873
+5% +$867K 6.71% 3
2025
Q3 		$15.7M Buy
144,232
+4,284
+3% +$450K 6.64% 3
2025
Q2 		$14.1M Buy
139,948
+14,863
+12% +$1.39M 6.72% 3
2025
Q1 		$11.6M Buy
125,085
+11,668
+10% +$1.14M 6.39% 3
2024
Q4 		$11M Sell
113,417
-316
-0.3% -$31K 6.19% 3
2024
Q3 		$10.8M Buy
113,733
+3,123
+3% +$287K 6.12% 4
2024
Q2 		$9.98M Sell
110,610
-3,418
-3% -$302K 7.59% 2
2024
Q1 		$10.2M Sell
114,028
-90
-0.1% -$7.6K 8.14% 2
2023
Q4 		$9.31M Sell
114,118
-568
-0.5% -$43K 8.5% 2
2023
Q3 		$8.4M Buy
114,686
+242
+0.2% +$18.4K 9.02% 2
2023
Q2 		$8.61M Hold
114,444
– – 9.14% 2
2023
Q1 		$8.11M Buy
114,444
+604
+0.5% +$42.7K 9.68% 2
2022
Q4 		$7.74M Buy
+113,840
New +$7.78M 9.97% 2

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 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 $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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 $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

FMB Wealth Management's AVUS Position: Q1 2026 in Review

FMB Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 11% in Q1 2026, buying an estimated $1.95M and bringing the position to 169,159 shares worth $18.8M. The position accounts for 7.78% of the portfolio, ranked #3.

FMB Wealth Management first reported a position in AVUS in Q4 2022 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • FMB Wealth Management held 169,159 shares of Avantis US Equity ETF worth $18.8M as of Q1 2026.
  • FMB Wealth Management bought 17,054 Avantis US Equity ETF shares in Q1 2026, an estimated $1.95M.
  • Avantis US Equity ETF made up 7.78% of FMB Wealth Management's portfolio in Q1 2026, its #3 holding.
  • FMB Wealth Management first reported a position in Avantis US Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.