Holcombe Financial’s Avantis International Equity ETF AVDE Stock Holding History

Holcombe Financial’s Portfolio AVDE Stock Details AVDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.89M	Buy	87,516 +1,139	+1%	+$105K	4.36%	8
2026 Q2	$7.7M	Sell	86,377 -262	-0.3%	-$23.5K	4.35%	8
2026 Q1	$7.35M	Buy	86,639 +9,996	+13%	+$869K	4.32%	8
2025 Q4	$6.31M	Sell	76,643 -7,486	-9%	-$600K	3.96%	8
2025 Q3	$6.64M	Buy	84,129 +1,600	+2%	+$122K	4.63%	7
2025 Q2	$6.11M	Sell	82,529 -5,311	-6%	-$371K	4.6%	7
2025 Q1	$5.82M	Sell	87,840 -2,465	-3%	-$160K	4.83%	8
2024 Q4	$5.54M	Buy	+90,305	New	+$5.78M	4.56%	8

Other funds holding AVDE

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Holcombe Financial's AVDE Position: Q3 2026 in Review

Holcombe Financial increased its Avantis International Equity ETF (AVDE) stake by 1.3% in Q3 2026, buying an estimated $105K and bringing the position to 87,516 shares worth $7.89M. The position accounts for 4.36% of the portfolio, ranked #8.

Holcombe Financial first reported a position in AVDE in Q4 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold AVDE as of Q3 2026.

Holcombe Financial held 87,516 shares of Avantis International Equity ETF worth $7.89M as of Q3 2026.
Holcombe Financial bought 1,139 Avantis International Equity ETF shares in Q3 2026, an estimated $105K.
Avantis International Equity ETF made up 4.36% of Holcombe Financial's portfolio in Q3 2026, its #8 holding.
Holcombe Financial first reported a position in Avantis International Equity ETF in Q4 2024 and has held it in 8 quarters since.
437 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q3 2026.

Based on Holcombe Financial's 13F filing for Q3 2026, filed 16 Oct 2026.