FFO
AVTM

Fortitude Family Office’s Avantis Total Equity Markets ETF AVTM Stock Holding History

Fortitude Family Office’s Portfolio AVTM Stock Details AVTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7M Hold
710,489
– – 7.5% 2
2026
Q1 		$33.4M Buy
+710,489
New +$34.5M 7.46% 2

Other funds holding AVTM

TM
Torren Management San Diego, California $197M AUM
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Fortitude Family Office's AVTM Position: Q2 2026 in Review

Fortitude Family Office held its Avantis Total Equity Markets ETF (AVTM) position steady in Q2 2026 at 710,489 shares worth $38.7M. The position accounts for 7.5% of the portfolio, ranked #2.

Fortitude Family Office first reported a position in AVTM in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold AVTM as of Q2 2026.

  • Fortitude Family Office held 710,489 shares of Avantis Total Equity Markets ETF worth $38.7M as of Q2 2026.
  • Fortitude Family Office left its Avantis Total Equity Markets ETF share count unchanged in Q2 2026.
  • Avantis Total Equity Markets ETF made up 7.5% of Fortitude Family Office's portfolio in Q2 2026, its #2 holding.
  • Fortitude Family Office first reported a position in Avantis Total Equity Markets ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Avantis Total Equity Markets ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.