Kings Path Partners’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Kings Path Partners’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	$14.9M	Buy	163,487 +22,216	+16%	+$1.95M	3.97%	8
2026 Q1	$10.7M	Hold	141,271	–	–	3.75%	9
2025 Q4	$10.7M	Buy	141,271 +6,591	+5%	+$485K	3.75%	9
2025 Q3	$9.73M	Buy	134,680 +13,412	+11%	+$947K	3.59%	10
2025 Q2	$8.27M	Buy	121,268 +31,702	+35%	+$2.04M	3.33%	11
2025 Q1	$5.84M	Buy	89,566 +7,335	+9%	+$497K	2.86%	11
2024 Q4	$5.49M	Buy	82,231 +19,121	+30%	+$1.3M	2.34%	11
2024 Q3	$4.15M	Buy	63,110 +4,017	+7%	+$256K	1.74%	13
2024 Q2	$3.71M	Buy	+59,093	New	+$3.7M	1.75%	12

Other funds holding AVLV

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

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LFS

Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Kings Path Partners's AVLV Position: Q2 2026 in Review

Kings Path Partners increased its Avantis US Large Cap Value ETF (AVLV) stake by 16% in Q2 2026, buying an estimated $1.95M and bringing the position to 163,487 shares worth $14.9M. The position accounts for 3.97% of the portfolio, ranked #8.

Kings Path Partners first reported a position in AVLV in Q2 2024 and has held it in 9 quarters since. 138 funds tracked by Wall St. Rank hold AVLV as of Q2 2026.

Kings Path Partners held 163,487 shares of Avantis US Large Cap Value ETF worth $14.9M as of Q2 2026.
Kings Path Partners bought 22,216 Avantis US Large Cap Value ETF shares in Q2 2026, an estimated $1.95M.
Avantis US Large Cap Value ETF made up 3.97% of Kings Path Partners's portfolio in Q2 2026, its #8 holding.
Kings Path Partners first reported a position in Avantis US Large Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
138 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q2 2026.

Based on Kings Path Partners's 13F filing for Q2 2026, filed 14 Jul 2026.