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Kelleher Financial Advisors’s Avantis US Mid Cap Value ETF AVMV Stock Holding History

Kelleher Financial Advisors’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 		$33.6K Buy
+417
New +$32.7K ﹤0.01% 486
2026
Q1 		– Sell
-414
Closed -$29.5K – 689
2025
Q4 		$29.5K Buy
+414
New +$28.7K 0.01% 467

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 $895M AUM 10.23% 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

Kelleher Financial Advisors's AVMV Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Avantis US Mid Cap Value ETF (AVMV) in Q2 2026: 417 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #486 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in AVMV as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in AVMV in Q4 2025 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AVMV as of Q2 2026.

  • Kelleher Financial Advisors held 417 shares of Avantis US Mid Cap Value ETF worth $33.6K as of Q2 2026.
  • Avantis US Mid Cap Value ETF was a new Kelleher Financial Advisors position in Q2 2026.
  • Avantis US Mid Cap Value ETF made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #486 holding.
  • Kelleher Financial Advisors first reported a position in Avantis US Mid Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Avantis US Mid Cap Value ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.