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Haven Private’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Haven Private’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.25M Buy
102,825
+6,783
+7% +$586K 3.52% 3
2026
Q1 		$7.45M Buy
96,042
+1,973
+2% +$158K 3.24% 6
2025
Q4 		$7.4M Buy
94,069
+4,604
+5% +$357K 3.24% 4
2025
Q3 		$6.84M Buy
89,465
+7,127
+9% +$526K 3.02% 8
2025
Q2 		$5.85M Sell
82,338
-82,030
-50% -$5.38M 2.59% 8
2025
Q1 		$10.6M Sell
164,368
-8,365
-5% -$568K 5.97% 2
2024
Q4 		$11.7M Buy
+172,733
New +$11.8M 6.52% 2

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BFG
Buttonwood Financial Group Kansas City, Missouri $175M AUM 28.09% 1-Year Est. Return

Haven Private's AVLC Position: Q2 2026 in Review

Haven Private increased its Avantis US Large Cap Equity ETF (AVLC) stake by 7.1% in Q2 2026, buying an estimated $586K and bringing the position to 102,825 shares worth $9.25M. The position accounts for 3.52% of the portfolio, ranked #3.

Haven Private first reported a position in AVLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.7M in Q4 2024. 52 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Haven Private held 102,825 shares of Avantis US Large Cap Equity ETF worth $9.25M as of Q2 2026.
  • Haven Private bought 6,783 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $586K.
  • Avantis US Large Cap Equity ETF made up 3.52% of Haven Private's portfolio in Q2 2026, its #3 holding.
  • Haven Private first reported a position in Avantis US Large Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Haven Private's Avantis US Large Cap Equity ETF position peaked at $11.7M in Q4 2024.
  • 52 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Haven Private's 13F filing for Q2 2026, filed 29 Jul 2026.