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Focus Partners Advisor Solutions’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Focus Partners Advisor Solutions’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
2025
Q4 		– Sell
-10,158
Closed -$793K – 1103
2025
Q3 		$793K Buy
10,158
+5,408
+114% +$399K 0.01% 602
2025
Q2 		$337K Buy
+4,750
New +$312K ﹤0.01% 810

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 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 $424B AUM 22.96% 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 $445B AUM 25.58% 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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

Focus Partners Advisor Solutions's AVLC Position: Q4 2025 in Review

Focus Partners Advisor Solutions sold out of Avantis US Large Cap Equity ETF (AVLC) in Q4 2025, closing a stake of 10,158 shares — an estimated $793K sold.

Focus Partners Advisor Solutions first reported a position in AVLC in Q2 2025 and held it in 2 quarters. The position peaked at $793K in Q3 2025. 81 funds tracked by Wall St. Rank hold AVLC as of Q4 2025.

  • Focus Partners Advisor Solutions reported no remaining Avantis US Large Cap Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 10,158 Avantis US Large Cap Equity ETF shares in Q4 2025, an estimated $793K.
  • Focus Partners Advisor Solutions first reported a position in Avantis US Large Cap Equity ETF in Q2 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Avantis US Large Cap Equity ETF position peaked at $793K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q4 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q4 2025, filed 11 Feb 2026.