JWA
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JFS Wealth Advisors’s Avantis US Large Cap Value ETF AVLV Stock Holding History

JFS Wealth Advisors’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 		$131K Buy
+1,435
New +$126K 0.01% 393
2025
Q2 		– Sell
-910
Closed -$59.3K – 1875
2025
Q1 		$59.3K Buy
+910
New +$61.7K ﹤0.01% 442

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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
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

JFS Wealth Advisors's AVLV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Avantis US Large Cap Value ETF (AVLV) in Q2 2026: 1,435 shares worth $131K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in AVLV as recently as Q1 2025.

JFS Wealth Advisors first reported a position in AVLV in Q1 2025 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • JFS Wealth Advisors held 1,435 shares of Avantis US Large Cap Value ETF worth $131K as of Q2 2026.
  • Avantis US Large Cap Value ETF was a new JFS Wealth Advisors position in Q2 2026.
  • Avantis US Large Cap Value ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #393 holding.
  • JFS Wealth Advisors first reported a position in Avantis US Large Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.