ForthRight Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

ForthRight Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.89M	Buy	+44,228	New	+$4.87M	1.39%	16

Other funds holding AVUV

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ForthRight Wealth Management's AVUV Position: Q1 2026 in Review

ForthRight Wealth Management opened a new position in Avantis US Small Cap Value ETF (AVUV) in Q1 2026: 44,228 shares worth $4.89M. The stake represents 1.39% of the portfolio and ranks #16 among its holdings.

1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

ForthRight Wealth Management held 44,228 shares of Avantis US Small Cap Value ETF worth $4.89M as of Q1 2026.
Avantis US Small Cap Value ETF was a new ForthRight Wealth Management position in Q1 2026.
Avantis US Small Cap Value ETF made up 1.39% of ForthRight Wealth Management's portfolio in Q1 2026, its #16 holding.
1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.