GC Wealth Management RIA’s Avantis US Large Cap Value ETF AVLV Stock Holding History

GC Wealth Management RIA’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	$1.23M	Hold	13,517	–	–	0.07%	197
2026 Q1	$1.09M	Buy	13,517 +3,113	+30%	+$252K	0.05%	226
2025 Q4	$788K	Hold	10,404	–	–	0.03%	270
2025 Q3	$752K	Hold	10,404	–	–	0.02%	421
2025 Q2	$710K	Hold	10,404	–	–	0.06%	257
2025 Q1	$678K	Hold	10,404	–	–	0.12%	148
2024 Q4	$695K	Buy	10,404 +2,928	+39%	+$199K	0.12%	140
2024 Q3	$492K	Buy	+7,476	New	+$476K	0.09%	193

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

GC Wealth Management RIA's AVLV Position: Q2 2026 in Review

GC Wealth Management RIA held its Avantis US Large Cap Value ETF (AVLV) position steady in Q2 2026 at 13,517 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #197.

GC Wealth Management RIA first reported a position in AVLV in Q3 2024 and has held it in 8 quarters since. 562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

GC Wealth Management RIA held 13,517 shares of Avantis US Large Cap Value ETF worth $1.23M as of Q2 2026.
GC Wealth Management RIA left its Avantis US Large Cap Value ETF share count unchanged in Q2 2026.
Avantis US Large Cap Value ETF made up 0.07% of GC Wealth Management RIA's portfolio in Q2 2026, its #197 holding.
GC Wealth Management RIA first reported a position in Avantis US Large Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.