Holcombe Financial’s Avantis US Equity ETF AVUS Stock Holding History

Holcombe Financial’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 Q2	$6.22M	Buy	48,551 +2,119	+5%	+$261K	3.51%	10
2026 Q1	$5.16M	Buy	46,432 +9,278	+25%	+$1.06M	3.03%	11
2025 Q4	$4.15M	Sell	37,154 -6,785	-15%	-$747K	2.61%	12
2025 Q3	$4.78M	Buy	43,939 +36	+0.1%	+$3.78K	3.33%	9
2025 Q2	$4.43M	Sell	43,903 -24,614	-36%	-$2.3M	3.33%	10
2025 Q1	$6.33M	Buy	68,517 +3,720	+6%	+$362K	5.26%	6
2024 Q4	$6.28M	Buy	+64,797	New	+$6.36M	5.17%	7

Other funds holding AVUS

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

ORL

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Holcombe Financial's AVUS Position: Q2 2026 in Review

Holcombe Financial increased its Avantis US Equity ETF (AVUS) stake by 4.6% in Q2 2026, buying an estimated $261K and bringing the position to 48,551 shares worth $6.22M. The position accounts for 3.51% of the portfolio, ranked #10.

Holcombe Financial first reported a position in AVUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.33M in Q1 2025. 351 funds tracked by Wall St. Rank hold AVUS as of Q2 2026.

Holcombe Financial held 48,551 shares of Avantis US Equity ETF worth $6.22M as of Q2 2026.
Holcombe Financial bought 2,119 Avantis US Equity ETF shares in Q2 2026, an estimated $261K.
Avantis US Equity ETF made up 3.51% of Holcombe Financial's portfolio in Q2 2026, its #10 holding.
Holcombe Financial first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 7 quarters since.
Holcombe Financial's Avantis US Equity ETF position peaked at $6.33M in Q1 2025.
351 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2026.

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