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Holistic Planning’s Avantis US Equity ETF AVUS Stock Holding History

Holistic Planning’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
Q1 		$1.32M Buy
11,866
+4,923
+71% +$564K 0.26% 83
2025
Q4 		$776K Buy
+6,943
New +$765K 0.17% 114

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

Holistic Planning's AVUS Position: Q1 2026 in Review

Holistic Planning increased its Avantis US Equity ETF (AVUS) stake by 71% in Q1 2026, buying an estimated $564K and bringing the position to 11,866 shares worth $1.32M. The position accounts for 0.26% of the portfolio, ranked #83.

Holistic Planning first reported a position in AVUS in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Holistic Planning held 11,866 shares of Avantis US Equity ETF worth $1.32M as of Q1 2026.
  • Holistic Planning bought 4,923 Avantis US Equity ETF shares in Q1 2026, an estimated $564K.
  • Avantis US Equity ETF made up 0.26% of Holistic Planning's portfolio in Q1 2026, its #83 holding.
  • Holistic Planning first reported a position in Avantis US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.