Kelman-Lazarov Inc’s Avantis Responsible US Equity ETF AVSU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.56M	Buy	21,059 +1,522	+8%	+$118K	0.22%	47
2025 Q4	$1.49M	Buy	19,537 +7,540	+63%	+$564K	0.21%	49
2025 Q3	$883K	Buy	11,997 +1,159	+11%	+$82.5K	0.13%	62
2025 Q2	$744K	Sell	10,838 -394	-4%	-$25K	0.12%	61
2025 Q1	$700K	Buy	11,232 +491	+5%	+$32.5K	0.13%	62
2024 Q4	$710K	Buy	10,741 +756	+8%	+$50.6K	0.13%	60
2024 Q3	$652K	Buy	9,985 +1,137	+13%	+$71.6K	0.11%	65
2024 Q2	$546K	Buy	8,848 +4,842	+121%	+$292K	0.1%	68
2024 Q1	$246K	Hold	4,006	–	–	0.05%	95
2023 Q4	$225K	Buy	+4,006	New	+$207K	0.05%	97
2023 Q3	–	Sell	-4,470	Closed	-$231K	–	98
2023 Q2	$231K	Hold	4,470	–	–	0.06%	92
2023 Q1	$216K	Hold	4,470	–	–	0.06%	91
2022 Q4	$204K	Buy	+4,470	New	+$206K	0.06%	91

Other funds holding AVSU

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HFA

Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Trailhead Planners Edina, Minnesota $104M AUM

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

Kelman-Lazarov Inc increased its Avantis Responsible US Equity ETF (AVSU) stake by 7.8% in Q1 2026, buying an estimated $118K and bringing the position to 21,059 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #47.

Kelman-Lazarov Inc first reported a position in AVSU in Q4 2022 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold AVSU as of Q1 2026.

Kelman-Lazarov Inc held 21,059 shares of Avantis Responsible US Equity ETF worth $1.56M as of Q1 2026.
Kelman-Lazarov Inc bought 1,522 Avantis Responsible US Equity ETF shares in Q1 2026, an estimated $118K.
Avantis Responsible US Equity ETF made up 0.22% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #47 holding.
Kelman-Lazarov Inc first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and has held it in 13 quarters since.
82 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2026.

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