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 Q2	$3.68M	Sell	48,834 -524	-1%	-$40.3K	0.48%	33
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

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

TNA

True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CWP

Cornerstone Wealth Partners Okemos, Michigan $215M AUM

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

Kelman-Lazarov Inc's AVDS Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its Avantis International Small Cap Equity ETF (AVDS) stake by 1.1% in Q2 2026, selling an estimated $40.3K and leaving 48,834 shares worth $3.68M. The position accounts for 0.48% of the portfolio, ranked #33.

Kelman-Lazarov Inc first reported a position in AVDS in Q3 2024 and has held it in 8 quarters since. 67 funds tracked by Wall St. Rank hold AVDS as of Q2 2026.

Kelman-Lazarov Inc held 48,834 shares of Avantis International Small Cap Equity ETF worth $3.68M as of Q2 2026.
Kelman-Lazarov Inc sold 524 Avantis International Small Cap Equity ETF shares in Q2 2026, an estimated $40.3K.
Avantis International Small Cap Equity ETF made up 0.48% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #33 holding.
Kelman-Lazarov Inc first reported a position in Avantis International Small Cap Equity ETF in Q3 2024 and has held it in 8 quarters since.
67 funds tracked by Wall St. Rank held Avantis International Small Cap Equity ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.