Holcombe Financial
AVUS icon

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
Q3 		$17.8M Buy
139,290
+90,739
+187% +$11.7M 9.87% 3
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

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Oak Root LLC
Oak Root LLC Santa Barbara, California $907M AUM 17.94% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Holcombe Financial's AVUS Position: Q3 2026 in Review

Holcombe Financial increased its Avantis US Equity ETF (AVUS) stake by 187% in Q3 2026, buying an estimated $11.7M and bringing the position to 139,290 shares worth $17.8M. The position accounts for 9.87% of the portfolio, ranked #3.

Holcombe Financial first reported a position in AVUS in Q4 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold AVUS as of Q3 2026.

  • Holcombe Financial held 139,290 shares of Avantis US Equity ETF worth $17.8M as of Q3 2026.
  • Holcombe Financial bought 90,739 Avantis US Equity ETF shares in Q3 2026, an estimated $11.7M.
  • Avantis US Equity ETF made up 9.87% of Holcombe Financial's portfolio in Q3 2026, its #3 holding.
  • Holcombe Financial first reported a position in Avantis US Equity ETF in Q4 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2026.

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