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Holcombe Financial’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Holcombe Financial’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.79M Buy
30,396
+1,225
+4% +$146K 2.14% 13
2026
Q1 		$3.22M Buy
29,171
+6,222
+27% +$685K 1.89% 13
2025
Q4 		$2.34M Sell
22,949
-4,514
-16% -$452K 1.47% 13
2025
Q3 		$2.73M Buy
27,463
+947
+4% +$91.6K 1.91% 12
2025
Q2 		$2.42M Sell
26,516
-2,603
-9% -$224K 1.82% 12
2025
Q1 		$2.54M Buy
29,119
+1,600
+6% +$150K 2.11% 10
2024
Q4 		$2.66M Buy
+27,519
New +$2.73M 2.19% 10

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Holcombe Financial's AVUV Position: Q2 2026 in Review

Holcombe Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 4.2% in Q2 2026, buying an estimated $146K and bringing the position to 30,396 shares worth $3.79M. The position accounts for 2.14% of the portfolio, ranked #13.

Holcombe Financial first reported a position in AVUV in Q4 2024 and has held it in 7 quarters since. 724 funds tracked by Wall St. Rank hold AVUV as of Q2 2026.

  • Holcombe Financial held 30,396 shares of Avantis US Small Cap Value ETF worth $3.79M as of Q2 2026.
  • Holcombe Financial bought 1,225 Avantis US Small Cap Value ETF shares in Q2 2026, an estimated $146K.
  • Avantis US Small Cap Value ETF made up 2.14% of Holcombe Financial's portfolio in Q2 2026, its #13 holding.
  • Holcombe Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 724 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2026.

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