HWM
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
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

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
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
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Heirloom Wealth Management's AVUS Position: Q1 2026 in Review

Heirloom Wealth Management increased its Avantis US Equity ETF (AVUS) stake by 30% in Q1 2026, buying an estimated $2.78M and bringing the position to 104,631 shares worth $11.6M. The position accounts for 2.1% of the portfolio, ranked #17.

Heirloom Wealth Management first reported a position in AVUS in Q3 2025 and has held it in 3 quarters since. 554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Heirloom Wealth Management held 104,631 shares of Avantis US Equity ETF worth $11.6M as of Q1 2026.
  • Heirloom Wealth Management bought 24,284 Avantis US Equity ETF shares in Q1 2026, an estimated $2.78M.
  • Avantis US Equity ETF made up 2.1% of Heirloom Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Heirloom Wealth Management first reported a position in Avantis US Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.