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Foundation Wealth Management (Pennsylvania)’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Foundation Wealth Management (Pennsylvania)’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
Q2 		$770K Hold
6,173
– – 0.23% 48
2026
Q1 		$682K Hold
6,173
– – 0.24% 48
2025
Q4 		$630K Hold
6,173
– – 0.23% 50
2025
Q3 		$614K Hold
6,173
– – 0.24% 55
2025
Q2 		$562K Buy
+6,173
New +$532K 0.24% 55

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s AVUV Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Avantis US Small Cap Value ETF (AVUV) position steady in Q2 2026 at 6,173 shares worth $770K. The position accounts for 0.23% of the portfolio, ranked #48.

Foundation Wealth Management (Pennsylvania) first reported a position in AVUV in Q2 2025 and has held it in 5 quarters since. 682 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 6,173 shares of Avantis US Small Cap Value ETF worth $770K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Avantis US Small Cap Value ETF share count unchanged in Q2 2026.
  • Avantis US Small Cap Value ETF made up 0.23% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #48 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 682 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.