Kelman-Lazarov Inc’s Avantis International Small Cap Equity ETF AVDS Stock Holding History

Kelman-Lazarov Inc’s Portfolio AVDS Stock Details AVDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Sell	49,358 -114	-0.2%	-$8.49K	0.51%	30
2025 Q4	$3.45M	Buy	49,472 +324	+0.7%	+$22K	0.49%	32
2025 Q3	$3.32M	Sell	49,148 -53	-0.1%	-$3.43K	0.49%	29
2025 Q2	$3.06M	Buy	49,201 +6,256	+15%	+$361K	0.5%	30
2025 Q1	$2.33M	Buy	42,945 +12,245	+40%	+$658K	0.42%	31
2024 Q4	$1.59M	Buy	30,700 +9,946	+48%	+$533K	0.29%	38
2024 Q3	$1.17M	Buy	+20,754	New	+$1.12M	0.2%	50

Other funds holding AVDS

TNA

True North Advisors Dallas, Texas $877M AUM 13.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

CWP

Cornerstone Wealth Partners Okemos, Michigan $176M AUM

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

Kelman-Lazarov Inc's AVDS Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 0.23% in Q1 2026, selling an estimated $8.49K and leaving 49,358 shares worth $3.55M. The position accounts for 0.51% of the portfolio, ranked #30.

Kelman-Lazarov Inc first reported a position in AVDS in Q3 2024 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold AVDS as of Q1 2026.

Kelman-Lazarov Inc held 49,358 shares of Avantis International Small Cap Equity ETF worth $3.55M as of Q1 2026.
Kelman-Lazarov Inc sold 114 Avantis International Small Cap Equity ETF shares in Q1 2026, an estimated $8.49K.
Avantis International Small Cap Equity ETF made up 0.51% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #30 holding.
Kelman-Lazarov Inc first reported a position in Avantis International Small Cap Equity ETF in Q3 2024 and has held it in 7 quarters since.
62 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.