Forthright Family Wealth Advisory’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Forthright Family Wealth Advisory’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	$10.6M	Buy	+116,048	New	+$10.2M	5.99%	7
2026 Q1	–	Sell	-115,411	Closed	-$8.74M	–	64
2025 Q4	$8.74M	Buy	115,411 +3,390	+3%	+$249K	5.5%	7
2025 Q3	$8.09M	Buy	112,021 +25,545	+30%	+$1.8M	4.98%	7
2025 Q2	$5.9M	Sell	86,476 -1,589	-2%	-$102K	3.74%	9
2025 Q1	$5.74M	Buy	88,065 +1,423	+2%	+$96.5K	3.79%	9
2024 Q4	$5.79M	Buy	86,642 +2,160	+3%	+$147K	3.76%	9
2024 Q3	$5.95M	Buy	84,482 +79,052	+1,456%	+$5.03M	3.82%	8
2024 Q2	$341K	Buy	+5,430	New	+$340K	0.22%	50

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

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Forthright Family Wealth Advisory's AVLV Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 116,048 shares worth $10.6M. The stake represents 5.99% of the portfolio and ranks #7 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in AVLV as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in AVLV in Q2 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Forthright Family Wealth Advisory held 116,048 shares of Avantis US Large Cap Value ETF worth $10.6M as of Q2 2026.
Avantis US Large Cap Value ETF was a new Forthright Family Wealth Advisory position in Q2 2026.
Avantis US Large Cap Value ETF made up 5.99% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #7 holding.
Forthright Family Wealth Advisory first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.