Holistic Planning’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Holistic Planning’s Portfolio AVLV Stock Details AVLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$693K	Buy	+7,593	New	+$667K	0.11%	169

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Holistic Planning's AVLV Position: Q2 2026 in Review

Holistic Planning opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 7,593 shares worth $693K. The stake represents 0.11% of the portfolio and ranks #169 among its holdings.

562 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Holistic Planning held 7,593 shares of Avantis US Large Cap Value ETF worth $693K as of Q2 2026.
Avantis US Large Cap Value ETF was a new Holistic Planning position in Q2 2026.
Avantis US Large Cap Value ETF made up 0.11% of Holistic Planning's portfolio in Q2 2026, its #169 holding.
562 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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