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

Kelman-Lazarov Inc’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.03M Buy
+9,243
New +$1.06M 0.15% 60

Other funds holding AVUS

HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM

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

Kelman-Lazarov Inc opened a new position in Avantis US Equity ETF (AVUS) in Q1 2026: 9,243 shares worth $1.03M. The stake represents 0.15% of the portfolio and ranks #60 among its holdings.

554 funds tracked by Wall St. Rank hold AVUS as of Q1 2026.

  • Kelman-Lazarov Inc held 9,243 shares of Avantis US Equity ETF worth $1.03M as of Q1 2026.
  • Avantis US Equity ETF was a new Kelman-Lazarov Inc position in Q1 2026.
  • Avantis US Equity ETF made up 0.15% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #60 holding.
  • 554 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2026.

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