Fortitude Family Office’s Avantis US Equity ETF AVUS Stock Holding History

Fortitude Family Office’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 Q2	$128K	Hold	1,000	–	–	0.02%	168
2026 Q1	$111K	Hold	1,000	–	–	0.02%	150
2025 Q4	$112K	Sell	1,000 -1,275	-56%	-$140K	0.03%	182
2025 Q3	$247K	Hold	2,275	–	–	0.07%	127
2025 Q2	$229K	Hold	2,275	–	–	0.08%	115
2025 Q1	$210K	Hold	2,275	–	–	0.07%	111
2024 Q4	$221K	Buy	2,275 +1,275	+128%	+$125K	0.08%	120
2024 Q3	$95.2K	Buy	+1,000	New	+$91.8K	0.04%	162

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

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

Fortitude Family Office held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 1,000 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #168.

Fortitude Family Office first reported a position in AVUS in Q3 2024 and has held it in 8 quarters since. The position peaked at $247K in Q3 2025. 578 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Fortitude Family Office held 1,000 shares of Avantis US Equity ETF worth $128K as of Q2 2026.
Fortitude Family Office left its Avantis US Equity ETF share count unchanged in Q2 2026.
Avantis US Equity ETF made up 0.02% of Fortitude Family Office's portfolio in Q2 2026, its #168 holding.
Fortitude Family Office first reported a position in Avantis US Equity ETF in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's Avantis US Equity ETF position peaked at $247K in Q3 2025.
578 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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