J. Derek Lewis & Associates’s Avantis Moderate Allocation ETF AVMA Stock Holding History

J. Derek Lewis & Associates’s Portfolio AVMA Stock Details AVMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$389K	Buy	+5,419	New	+$396K	0.07%	128

Other funds holding AVMA

Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Vawter Financial Columbus, Ohio $269M AUM 9.89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OceanIQ Capital Palo Alto, California $190M AUM

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return

J. Derek Lewis & Associates's AVMA Position: Q3 2026 in Review

J. Derek Lewis & Associates opened a new position in Avantis Moderate Allocation ETF (AVMA) in Q3 2026: 5,419 shares worth $389K. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

24 funds tracked by Wall St. Rank hold AVMA as of Q3 2026.

J. Derek Lewis & Associates held 5,419 shares of Avantis Moderate Allocation ETF worth $389K as of Q3 2026.
Avantis Moderate Allocation ETF was a new J. Derek Lewis & Associates position in Q3 2026.
Avantis Moderate Allocation ETF made up 0.07% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #128 holding.
24 funds tracked by Wall St. Rank held Avantis Moderate Allocation ETF as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.