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Kelman-Lazarov Inc’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kelman-Lazarov Inc’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 		$1.18M Buy
12,931
+188
+1% +$16.5K 0.15% 56
2026
Q1 		$1.03M Buy
12,743
+172
+1% +$13.9K 0.15% 61
2025
Q4 		$953K Buy
12,571
+7,328
+140% +$539K 0.14% 62
2025
Q3 		$379K Hold
5,243
– – 0.06% 103
2025
Q2 		$358K Buy
+5,243
New +$338K 0.06% 91

Other funds holding AVLV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Cerity Partners
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

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

Kelman-Lazarov Inc increased its Avantis US Large Cap Value ETF (AVLV) stake by 1.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 12,931 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #56.

Kelman-Lazarov Inc first reported a position in AVLV in Q2 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

  • Kelman-Lazarov Inc held 12,931 shares of Avantis US Large Cap Value ETF worth $1.18M as of Q2 2026.
  • Kelman-Lazarov Inc bought 188 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $16.5K.
  • Avantis US Large Cap Value ETF made up 0.15% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #56 holding.
  • Kelman-Lazarov Inc first reported a position in Avantis US Large Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

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