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Holcombe Financial’s Avantis International Small Cap Value ETF AVDV Stock Holding History

Holcombe Financial’s Portfolio AVDV Stock Details AVDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Buy
22,980
+659
+3% +$70.1K 1.34% 15
2026
Q1 		$2.23M Buy
22,321
+2,957
+15% +$302K 1.31% 15
2025
Q4 		$1.82M Sell
19,364
-2,993
-13% -$272K 1.14% 15
2025
Q3 		$1.99M Buy
22,357
+980
+5% +$82.4K 1.39% 14
2025
Q2 		$1.69M Sell
21,377
-3,107
-13% -$230K 1.28% 14
2025
Q1 		$1.71M Buy
24,484
+621
+3% +$42.2K 1.42% 14
2024
Q4 		$1.55M Buy
+23,863
New +$1.61M 1.28% 13

Other funds holding AVDV

AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Holcombe Financial's AVDV Position: Q2 2026 in Review

Holcombe Financial increased its Avantis International Small Cap Value ETF (AVDV) stake by 3% in Q2 2026, buying an estimated $70.1K and bringing the position to 22,980 shares worth $2.37M. The position accounts for 1.34% of the portfolio, ranked #15.

Holcombe Financial first reported a position in AVDV in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold AVDV as of Q2 2026.

  • Holcombe Financial held 22,980 shares of Avantis International Small Cap Value ETF worth $2.37M as of Q2 2026.
  • Holcombe Financial bought 659 Avantis International Small Cap Value ETF shares in Q2 2026, an estimated $70.1K.
  • Avantis International Small Cap Value ETF made up 1.34% of Holcombe Financial's portfolio in Q2 2026, its #15 holding.
  • Holcombe Financial first reported a position in Avantis International Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 422 funds tracked by Wall St. Rank held Avantis International Small Cap Value ETF as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.