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QUANTUM FINANCIAL PARTNERS LLC’s Avantis US Large Cap Value ETF AVLV Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.12M Buy
+99,991
New +$8.78M 4.66% 3

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's AVLV Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 99,991 shares worth $9.12M. The stake represents 4.66% of the portfolio and ranks #3 among its holdings.

138 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • QUANTUM FINANCIAL PARTNERS LLC held 99,991 shares of Avantis US Large Cap Value ETF worth $9.12M as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 4.66% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #3 holding.
  • 138 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.