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 Q3	$3.68M	Buy	31,206 +810	+3%	+$101K	2.03%	12
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

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

RW Investment Management Eagle, Idaho $1.13B AUM

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Holcombe Financial's AVUV Position: Q3 2026 in Review

Holcombe Financial increased its Avantis US Small Cap Value ETF (AVUV) stake by 2.7% in Q3 2026, buying an estimated $101K and bringing the position to 31,206 shares worth $3.68M. The position accounts for 2.03% of the portfolio, ranked #12.

Holcombe Financial first reported a position in AVUV in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.79M in Q2 2026. 729 funds tracked by Wall St. Rank hold AVUV as of Q3 2026.

Holcombe Financial held 31,206 shares of Avantis US Small Cap Value ETF worth $3.68M as of Q3 2026.
Holcombe Financial bought 810 Avantis US Small Cap Value ETF shares in Q3 2026, an estimated $101K.
Avantis US Small Cap Value ETF made up 2.03% of Holcombe Financial's portfolio in Q3 2026, its #12 holding.
Holcombe Financial first reported a position in Avantis US Small Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
Holcombe Financial's Avantis US Small Cap Value ETF position peaked at $3.79M in Q2 2026.
729 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2026.

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