Kingdom Financial Group
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
Q3 		$93.8K Buy
1,039
+2
+0.2% +$181 0.02% 202
2026
Q2 		$93.3K Sell
1,037
-17
-2% -$1.47K 0.02% 194
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

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Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Cypress Point Wealth Management
Cypress Point Wealth Management Dallas, Texas $945M AUM 10.4% 1-Year Est. Return
Ridgeline Wealth
Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Kingdom Financial Group's AVLC Position: Q3 2026 in Review

Kingdom Financial Group increased its Avantis US Large Cap Equity ETF (AVLC) stake by 0.19% in Q3 2026, buying an estimated $181 and bringing the position to 1,039 shares worth $93.8K. The position accounts for 0.02% of the portfolio, ranked #202.

Kingdom Financial Group first reported a position in AVLC in Q4 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold AVLC as of Q3 2026.

  • Kingdom Financial Group held 1,039 shares of Avantis US Large Cap Equity ETF worth $93.8K as of Q3 2026.
  • Kingdom Financial Group bought 2 Avantis US Large Cap Equity ETF shares in Q3 2026, an estimated $181.
  • Avantis US Large Cap Equity ETF made up 0.02% of Kingdom Financial Group's portfolio in Q3 2026, its #202 holding.
  • Kingdom Financial Group first reported a position in Avantis US Large Cap Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held Avantis US Large Cap Equity ETF as of Q3 2026.

Based on Kingdom Financial Group's 13F filing for Q3 2026, filed 4 Nov 2026.