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Foundations Investment Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Foundations Investment Advisors’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 		$320K Buy
+3,507
New +$308K ﹤0.01% 938
2025
Q2 		– Sell
-33,839
Closed -$2.21M – 920
2025
Q1 		$2.21M Buy
33,839
+2,647
+8% +$179K 0.04% 281
2024
Q4 		$2.08M Buy
+31,192
New +$2.12M 0.04% 281

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Foundations Investment Advisors's AVLV Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 3,507 shares worth $320K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in AVLV as recently as Q1 2025.

Foundations Investment Advisors first reported a position in AVLV in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.21M in Q1 2025. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Foundations Investment Advisors held 3,507 shares of Avantis US Large Cap Value ETF worth $320K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new Foundations Investment Advisors position in Q2 2026.
  • Avantis US Large Cap Value ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #938 holding.
  • Foundations Investment Advisors first reported a position in Avantis US Large Cap Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Avantis US Large Cap Value ETF position peaked at $2.21M in Q1 2025.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.