KFG
AVLC icon

Kingdom Financial Group’s Avantis US Large Cap Equity ETF AVLC Stock Holding History

Kingdom Financial Group’s Portfolio AVLC Stock Details AVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$81.7K Sell
1,054
-20
-2% -$1.6K 0.02% 219
2025
Q4 		$84.4K Buy
+1,074
New +$83.3K 0.03% 212

Other funds holding AVLC

ORL
Oak Root LLC Santa Barbara, California $906M AUM 26.92% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
RW
Ridgeline Wealth Mesa, Arizona $171M AUM 25.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Kingdom Financial Group's AVLC Position: Q1 2026 in Review

Kingdom Financial Group reduced its Avantis US Large Cap Equity ETF (AVLC) stake by 1.9% in Q1 2026, selling an estimated $1.6K and leaving 1,054 shares worth $81.7K. The position accounts for 0.02% of the portfolio, ranked #219.

Kingdom Financial Group first reported a position in AVLC in Q4 2025 and has held it in 2 quarters since. The position peaked at $84.4K in Q4 2025. 89 funds tracked by Wall St. Rank hold AVLC as of Q1 2026.

  • Kingdom Financial Group held 1,054 shares of Avantis US Large Cap Equity ETF worth $81.7K as of Q1 2026.
  • Kingdom Financial Group sold 20 Avantis US Large Cap Equity ETF shares in Q1 2026, an estimated $1.6K.
  • Avantis US Large Cap Equity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q1 2026, its #219 holding.
  • Kingdom Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's Avantis US Large Cap Equity ETF position peaked at $84.4K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.