Independent Wealth Network’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Independent Wealth Network’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	$940K	Buy	+10,444	New	+$902K	0.24%	113

Other funds holding AVLC

Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return

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

Independent Wealth Network's AVLC Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Avantis US Large Cap Equity ETF (AVLC) in Q2 2026: 10,444 shares worth $940K. The stake represents 0.24% of the portfolio and ranks #113 among its holdings.

115 funds tracked by Wall St. Rank hold AVLC as of Q2 2026.

Independent Wealth Network held 10,444 shares of Avantis US Large Cap Equity ETF worth $940K as of Q2 2026.
Avantis US Large Cap Equity ETF was a new Independent Wealth Network position in Q2 2026.
Avantis US Large Cap Equity ETF made up 0.24% of Independent Wealth Network's portfolio in Q2 2026, its #113 holding.
115 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.