Heirloom Wealth Management
AVUS icon

Heirloom Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Heirloom Wealth Management’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
Q3 		$15.5M Buy
121,396
+5,675
+5% +$733K 2.02% 21
2026
Q2 		$14.8M Buy
115,721
+11,090
+11% +$1.37M 2.15% 19
2026
Q1 		$11.6M Buy
104,631
+24,284
+30% +$2.78M 2.1% 17
2025
Q4 		$8.98M Buy
80,347
+7,594
+10% +$836K 2.08% 19
2025
Q3 		$7.91M Buy
+72,753
New +$7.63M 1.91% 19

Other funds holding AVUS

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Traphagen Investment Advisors
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
SC&H Financial Advisors
SC&H Financial Advisors Sparks, Maryland $722M AUM 14.71% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Heirloom Wealth Management's AVUS Position: Q3 2026 in Review

Heirloom Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 4.9% in Q3 2026, buying an estimated $733K and bringing the position to 121,396 shares worth $15.5M. The position accounts for 2.02% of the portfolio, ranked #21.

Heirloom Wealth Management first reported a position in AVUS in Q3 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Heirloom Wealth Management held 121,396 shares of Avantis US Equity ETF worth $15.5M as of Q3 2026.
  • Heirloom Wealth Management bought 5,675 Avantis US Equity ETF shares in Q3 2026, an estimated $733K.
  • Avantis US Equity ETF made up 2.02% of Heirloom Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Heirloom Wealth Management first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.