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J. M. Brown & Associates’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

J. M. Brown & Associates’s Portfolio AVMV Stock Details AVMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Buy
+3,723
New +$292K 0.17% 140

Other funds holding AVMV

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
TAWM
Three Arch Wealth Management Irvine, California $652M AUM
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

J. M. Brown & Associates's AVMV Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 3,723 shares worth $300K. The stake represents 0.17% of the portfolio and ranks #140 among its holdings.

89 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • J. M. Brown & Associates held 3,723 shares of Avantis US Mid Cap Value ETF worth $300K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new J. M. Brown & Associates position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up 0.17% of J. M. Brown & Associates's portfolio in Q2 2026, its #140 holding.
  • 89 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.