HP
AVLC icon

Holistic Planning’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Holistic Planning’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.5M Buy
216,968
+125,658
+138% +$10.9M 3.04% 6
2026
Q1 		$7.08M Buy
91,310
+28,162
+45% +$2.26M 1.41% 15
2025
Q4 		$4.96M Buy
+63,148
New +$4.9M 1.06% 22

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Holistic Planning's AVLC Position: Q2 2026 in Review

Holistic Planning increased its Avantis US Large Cap Equity ETF (AVLC) stake by 138% in Q2 2026, buying an estimated $10.9M and bringing the position to 216,968 shares worth $19.5M. The position accounts for 3.04% of the portfolio, ranked #6.

Holistic Planning first reported a position in AVLC in Q4 2025 and has held it in 3 quarters since. 115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

  • Holistic Planning held 216,968 shares of Avantis US Large Cap Equity ETF worth $19.5M as of Q2 2026.
  • Holistic Planning bought 125,658 Avantis US Large Cap Equity ETF shares in Q2 2026, an estimated $10.9M.
  • Avantis US Large Cap Equity ETF made up 3.04% of Holistic Planning's portfolio in Q2 2026, its #6 holding.
  • Holistic Planning first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.