GA
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GoalVest Advisory’s Avantis US Equity ETF AVUS Stock Holding History

GoalVest Advisory’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
Q2 		$19K Hold
148
– – ﹤0.01% 307
2026
Q1 		$16.5K Buy
+148
New +$16.9K ﹤0.01% 345

Other funds holding AVUS

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

GoalVest Advisory's AVUS Position: Q2 2026 in Review

GoalVest Advisory held its Avantis US Equity ETF (AVUS) position steady in Q2 2026 at 148 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

GoalVest Advisory first reported a position in AVUS in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

  • GoalVest Advisory held 148 shares of Avantis US Equity ETF worth $19K as of Q2 2026.
  • GoalVest Advisory left its Avantis US Equity ETF share count unchanged in Q2 2026.
  • Avantis US Equity ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #307 holding.
  • GoalVest Advisory first reported a position in Avantis US Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.