Kavar Capital Partners Group’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kavar Capital Partners Group’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	$9.94M	Buy	108,993 +4,167	+4%	+$366K	1.23%	22
2026 Q1	$8.45M	Sell	104,826 -234	-0.2%	-$19K	1.06%	28
2025 Q4	$7.96M	Buy	105,060 +8,832	+9%	+$650K	1.1%	27
2025 Q3	$6.95M	Sell	96,228 -2,585	-3%	-$183K	0.93%	33
2025 Q2	$6.74M	Buy	+98,813	New	+$6.36M	0.97%	32

Other funds holding AVLV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Kavar Capital Partners Group's AVLV Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Avantis US Large Cap Value ETF (AVLV) stake by 4% in Q2 2026, buying an estimated $366K and bringing the position to 108,993 shares worth $9.94M. The position accounts for 1.23% of the portfolio, ranked #22.

Kavar Capital Partners Group first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. 565 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Kavar Capital Partners Group held 108,993 shares of Avantis US Large Cap Value ETF worth $9.94M as of Q2 2026.
Kavar Capital Partners Group bought 4,167 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $366K.
Avantis US Large Cap Value ETF made up 1.23% of Kavar Capital Partners Group's portfolio in Q2 2026, its #22 holding.
Kavar Capital Partners Group first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
565 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.