Holcombe Financial’s Avantis All Equity Markets ETF AVGE Stock Holding History

Holcombe Financial’s Portfolio AVGE Stock Details AVGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$546K	Hold	5,551	–	–	0.3%	34
2026 Q2	$550K	Buy	5,551 +36	+0.7%	+$3.46K	0.31%	34
2026 Q1	$485K	Buy	5,515 +261	+5%	+$23.5K	0.29%	37
2025 Q4	$451K	Buy	5,254 +71	+1%	+$6K	0.28%	34
2025 Q3	$432K	Buy	5,183 +210	+4%	+$16.9K	0.3%	28
2025 Q2	$385K	Sell	4,973 -650	-12%	-$47.2K	0.29%	27
2025 Q1	$400K	Buy	5,623 +271	+5%	+$19.9K	0.33%	25
2024 Q4	$387K	Buy	+5,352	New	+$398K	0.32%	22

Other funds holding AVGE

Meredith Wealth Planning Maryville, Illinois $401M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Compass Ion Advisors Conshohocken, Pennsylvania $1.19B AUM 12.23% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Nova R Wealth Overland Park, Kansas $341M AUM 12.71% 1-Year Est. Return

Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return

Pacific Asset Management Gig Harbor, Washington $204M AUM 13.56% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $834M AUM 12.05% 1-Year Est. Return

Holcombe Financial's AVGE Position: Q3 2026 in Review

Holcombe Financial held its Avantis All Equity Markets ETF (AVGE) position steady in Q3 2026 at 5,551 shares worth $546K. The position accounts for 0.3% of the portfolio, ranked #34.

Holcombe Financial first reported a position in AVGE in Q4 2024 and has held it in 8 quarters since. The position peaked at $550K in Q2 2026. 95 funds tracked by Wall St. Rank hold AVGE as of Q3 2026.

Holcombe Financial held 5,551 shares of Avantis All Equity Markets ETF worth $546K as of Q3 2026.
Holcombe Financial left its Avantis All Equity Markets ETF share count unchanged in Q3 2026.
Avantis All Equity Markets ETF made up 0.3% of Holcombe Financial's portfolio in Q3 2026, its #34 holding.
Holcombe Financial first reported a position in Avantis All Equity Markets ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's Avantis All Equity Markets ETF position peaked at $550K in Q2 2026.
95 funds tracked by Wall St. Rank held Avantis All Equity Markets ETF as of Q3 2026.

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