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Frankly Finances’s Avantis All Equity Markets ETF AVGE Stock Holding History

Frankly Finances’s Portfolio AVGE Stock Details AVGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.84M Buy
58,958
+5,899
+11% +$568K 4.62% 6
2026
Q1 		$4.67M Buy
53,059
+1,420
+3% +$128K 4.23% 7
2025
Q4 		$4.44M Buy
+51,639
New +$4.36M 4.21% 7

Other funds holding AVGE

MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
NRW
Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
PAM
Pacific Asset Management Gig Harbor, Washington $204M AUM 21.57% 1-Year Est. Return
IFS
Intelligent Financial Strategies Excelsior, Minnesota $208M AUM 14.68% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

Frankly Finances's AVGE Position: Q2 2026 in Review

Frankly Finances increased its Avantis All Equity Markets ETF (AVGE) stake by 11% in Q2 2026, buying an estimated $568K and bringing the position to 58,958 shares worth $5.84M. The position accounts for 4.62% of the portfolio, ranked #6.

Frankly Finances first reported a position in AVGE in Q4 2025 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold AVGE as of Q2 2026.

  • Frankly Finances held 58,958 shares of Avantis All Equity Markets ETF worth $5.84M as of Q2 2026.
  • Frankly Finances bought 5,899 Avantis All Equity Markets ETF shares in Q2 2026, an estimated $568K.
  • Avantis All Equity Markets ETF made up 4.62% of Frankly Finances's portfolio in Q2 2026, its #6 holding.
  • Frankly Finances first reported a position in Avantis All Equity Markets ETF in Q4 2025 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.