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Holistic Planning’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Holistic Planning’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
Q1 		$3.97M Buy
35,934
+6,537
+22% +$720K 0.79% 26
2025
Q4 		$3M Buy
29,397
+15,129
+106% +$1.51M 0.64% 30
2025
Q3 		$1.42M Buy
14,268
+5,324
+60% +$515K 0.37% 54
2025
Q2 		$815K Buy
+8,944
New +$771K 0.23% 78

Other funds holding AVUV

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holistic Planning's AVUV Position: Q1 2026 in Review

Holistic Planning increased its Avantis US Small Cap Value ETF (AVUV) stake by 22% in Q1 2026, buying an estimated $720K and bringing the position to 35,934 shares worth $3.97M. The position accounts for 0.79% of the portfolio, ranked #26.

Holistic Planning first reported a position in AVUV in Q2 2025 and has held it in 4 quarters since. 1,053 funds tracked by Wall St. Rank hold AVUV as of Q1 2026.

  • Holistic Planning held 35,934 shares of Avantis US Small Cap Value ETF worth $3.97M as of Q1 2026.
  • Holistic Planning bought 6,537 Avantis US Small Cap Value ETF shares in Q1 2026, an estimated $720K.
  • Avantis US Small Cap Value ETF made up 0.79% of Holistic Planning's portfolio in Q1 2026, its #26 holding.
  • Holistic Planning first reported a position in Avantis US Small Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,053 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2026.

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