Freedom Financial Partners’s Avantis US Equity ETF AVUS Stock Holding History

Freedom Financial Partners’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 Q1	$19.4M	Sell	174,097 -8,647	-5%	-$990K	6.89%	3
2025 Q4	$20.4M	Sell	182,744 -19,004	-9%	-$2.09M	7.43%	3
2025 Q3	$21.9M	Sell	201,748 -47,035	-19%	-$4.94M	8.36%	2
2025 Q2	$25.1M	Buy	248,783 +11,087	+5%	+$1.04M	10.57%	1
2025 Q1	$22M	Buy	237,696 +8,642	+4%	+$842K	10.22%	1
2024 Q4	$22.2M	Buy	+229,054	New	+$22.5M	10.71%	2

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ORL

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPI

Financial Plan Inc Bellingham, Washington $933M AUM

Freedom Financial Partners's AVUS Position: Q1 2026 in Review

Freedom Financial Partners reduced its Avantis US Equity ETF (AVUS) stake by 4.7% in Q1 2026, selling an estimated $990K and leaving 174,097 shares worth $19.4M. The position accounts for 6.89% of the portfolio, ranked #3.

Freedom Financial Partners first reported a position in AVUS in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.1M in Q2 2025. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

Freedom Financial Partners held 174,097 shares of Avantis US Equity ETF worth $19.4M as of Q1 2026.
Freedom Financial Partners sold 8,647 Avantis US Equity ETF shares in Q1 2026, an estimated $990K.
Avantis US Equity ETF made up 6.89% of Freedom Financial Partners's portfolio in Q1 2026, its #3 holding.
Freedom Financial Partners first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 6 quarters since.
Freedom Financial Partners's Avantis US Equity ETF position peaked at $25.1M in Q2 2025.
553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Freedom Financial Partners's 13F filing for Q1 2026, filed 16 Apr 2026.